TCWP’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

TCWP’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
2022 Q2	–	Sell	-645	Closed	-$52K	–	409
2022 Q1	$52K	Buy	+645	New	+$52K	0.01%	467

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CWM

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrity Advisory Overland Park, Kansas $109M AUM 15.71% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

TCWP's BBUS Position: Q2 2022 in Review

TCWP sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2022, closing a stake of 645 shares — an estimated $52K sold.

TCWP first reported a position in BBUS in Q1 2022 and held it in 1 quarter. The position peaked at $52K in Q1 2022. 50 funds tracked by Wall St. Rank hold BBUS as of Q2 2022.

TCWP reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 645 JPMorgan BetaBuilders US Equity ETF shares in Q2 2022, an estimated $52K.
TCWP first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2022 and held it in 1 quarter.
TCWP's JPMorgan BetaBuilders US Equity ETF position peaked at $52K in Q1 2022.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.