TWM
Tradition Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8M | Buy |
319,774
+24,334
| +8% | +$2.72M | 2.86% | 4 |
|
|
2025
Q1 | $29.8M | Buy |
295,440
+135,763
| +85% | +$13.7M | 2.62% | 4 |
|
|
2024
Q4 | $16.9M | Buy |
159,677
+32,003
| +25% | +$3.39M | 1.49% | 18 |
|
|
2024
Q3 | $13.2M | Buy |
127,674
+6,769
| +6% | +$701K | 1.18% | 24 |
|
|
2024
Q2 | $11.9M | Buy |
+120,905
| New | +$11.9M | 1.15% | 24 |
|