Wealthfront Advisers
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Wealthfront Advisers’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Wealthfront Advisers’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
Q4 		– Sell
-2,064
Closed -$214K – 914
2024
Q3 		$214K Sell
2,064
-1,166
-36% -$116K ﹤0.01% 870
2024
Q2 		$317K Buy
3,230
+347
+12% +$32.8K ﹤0.01% 802
2024
Q1 		$272K Buy
+2,883
New +$259K ﹤0.01% 818

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Wealthfront Advisers's BBUS Position: Q4 2024 in Review

Wealthfront Advisers sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2024, closing a stake of 2,064 shares — an estimated $214K sold.

Wealthfront Advisers first reported a position in BBUS in Q1 2024 and held it in 3 quarters. The position peaked at $317K in Q2 2024. 153 funds tracked by Wall St. Rank hold BBUS as of Q4 2024.

  • Wealthfront Advisers reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Wealthfront Advisers sold 2,064 JPMorgan BetaBuilders US Equity ETF shares in Q4 2024, an estimated $214K.
  • Wealthfront Advisers first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and held it in 3 quarters.
  • Wealthfront Advisers's JPMorgan BetaBuilders US Equity ETF position peaked at $317K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2024.

Based on Wealthfront Advisers's 13F filing for Q4 2024, filed 7 Feb 2025.