Ridgewood Investments’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-1,149	Closed	-$129K	–	241
2025 Q2	$129K	Hold	1,149	–	–	0.06%	237
2025 Q1	$116K	Hold	1,149	–	–	0.05%	231
2024 Q4	$122K	Hold	1,149	–	–	0.06%	219
2024 Q3	$119K	Hold	1,149	–	–	0.06%	224
2024 Q2	$113K	Buy	+1,149	New	+$109K	0.06%	231

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Ridgewood Investments's BBUS Position: Q3 2025 in Review

Ridgewood Investments sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2025, closing a stake of 1,149 shares — an estimated $129K sold.

Ridgewood Investments first reported a position in BBUS in Q2 2024 and held it in 5 quarters. The position peaked at $129K in Q2 2025. 186 funds tracked by Wall St. Rank hold BBUS as of Q3 2025.

Ridgewood Investments reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 1,149 JPMorgan BetaBuilders US Equity ETF shares in Q3 2025, an estimated $129K.
Ridgewood Investments first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and held it in 5 quarters.
Ridgewood Investments's JPMorgan BetaBuilders US Equity ETF position peaked at $129K in Q2 2025.
186 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.