Relative Value Partners Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Relative Value Partners Group’s Portfolio BBUS Stock Details BBUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$3.48M	Buy	+35,501	New	+$3.35M	0.45%	57

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Relative Value Partners Group's BBUS Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2024: 35,501 shares worth $3.48M. The stake represents 0.45% of the portfolio and ranks #57 among its holdings.

123 funds tracked by Wall St. Rank hold BBUS as of Q2 2024.

Relative Value Partners Group held 35,501 shares of JPMorgan BetaBuilders US Equity ETF worth $3.48M as of Q2 2024.
JPMorgan BetaBuilders US Equity ETF was a new Relative Value Partners Group position in Q2 2024.
JPMorgan BetaBuilders US Equity ETF made up 0.45% of Relative Value Partners Group's portfolio in Q2 2024, its #57 holding.
123 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.