Richardson Financial Services’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
6,358
+400
| +7% | +$44.7K | 0.48% | 55 |
|
|
2025
Q1 | $601K | Buy |
5,958
+1,391
| +30% | +$140K | 0.46% | 63 |
|
|
2024
Q4 | $486K | Buy |
4,567
+1,027
| +29% | +$109K | 0.34% | 79 |
|
|
2024
Q3 | $347K | Hold |
3,540
| – | – | 0.22% | 110 |
|
|
2024
Q2 | $347K | Sell |
3,540
-43
| -1% | -$4.22K | 0.25% | 105 |
|
|
2024
Q1 | $338K | Sell |
3,583
-1,392
| -28% | -$131K | 0.24% | 103 |
|
|
2023
Q4 | $427K | Buy |
+4,975
| New | +$427K | 0.37% | 78 |
|