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

Tidemark’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 		– Sell
-404
Closed -$38.1K – 630
2024
Q1 		$38.1K Hold
404
– – 0.02% 270
2023
Q4 		$34.7K Buy
+404
New +$32.5K 0.02% 267

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Tidemark's BBUS Position: Q2 2024 in Review

Tidemark sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2024, closing a stake of 404 shares — an estimated $38.1K sold.

Tidemark first reported a position in BBUS in Q4 2023 and held it in 2 quarters. The position peaked at $38.1K in Q1 2024. 123 funds tracked by Wall St. Rank hold BBUS as of Q2 2024.

  • Tidemark reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Tidemark sold 404 JPMorgan BetaBuilders US Equity ETF shares in Q2 2024, an estimated $38.1K.
  • Tidemark first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and held it in 2 quarters.
  • Tidemark's JPMorgan BetaBuilders US Equity ETF position peaked at $38.1K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.