UMB Bank
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UMB Bank’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

UMB Bank’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
Q3 		– Sell
-300
Closed -$29.4K – 2145
2024
Q2 		$29.4K Buy
+300
New +$28.3K ﹤0.01% 955

Other funds holding BBUS

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Vestmark Advisory Solutions
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UMB Bank's BBUS Position: Q3 2024 in Review

UMB Bank sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2024, closing a stake of 300 shares — an estimated $29.4K sold.

UMB Bank first reported a position in BBUS in Q2 2024 and held it in 1 quarter. The position peaked at $29.4K in Q2 2024. 134 funds tracked by Wall St. Rank hold BBUS as of Q3 2024.

  • UMB Bank reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • UMB Bank sold 300 JPMorgan BetaBuilders US Equity ETF shares in Q3 2024, an estimated $29.4K.
  • UMB Bank first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and held it in 1 quarter.
  • UMB Bank's JPMorgan BetaBuilders US Equity ETF position peaked at $29.4K in Q2 2024.
  • 134 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2024.

Based on UMB Bank's 13F filing for Q3 2024, filed 9 Oct 2024.