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WR Wealth Planners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

WR Wealth Planners’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 		$5.93K Hold
56
– – ﹤0.01% 665
2024
Q3 		$5.8K Buy
+56
New +$5.59K ﹤0.01% 719

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 $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
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

WR Wealth Planners's BBUS Position: Q4 2024 in Review

WR Wealth Planners held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q4 2024 at 56 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

WR Wealth Planners first reported a position in BBUS in Q3 2024 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold BBUS as of Q4 2024.

  • WR Wealth Planners held 56 shares of JPMorgan BetaBuilders US Equity ETF worth $5.93K as of Q4 2024.
  • WR Wealth Planners left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q4 2024.
  • JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #665 holding.
  • WR Wealth Planners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.