ZIM
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Zacks Investment Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Zacks Investment Management’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
2025
Q1 		– Sell
-2,934
Closed -$311K – 663
2024
Q4 		$311K Sell
2,934
-56
-2% -$5.97K ﹤0.01% 543
2024
Q3 		$310K Buy
+2,990
New +$298K ﹤0.01% 551

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Zacks Investment Management's BBUS Position: Q1 2025 in Review

Zacks Investment Management sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2025, closing a stake of 2,934 shares — an estimated $311K sold.

Zacks Investment Management first reported a position in BBUS in Q3 2024 and held it in 2 quarters. The position peaked at $311K in Q4 2024. 164 funds tracked by Wall St. Rank hold BBUS as of Q1 2025.

  • Zacks Investment Management reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Zacks Investment Management sold 2,934 JPMorgan BetaBuilders US Equity ETF shares in Q1 2025, an estimated $311K.
  • Zacks Investment Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and held it in 2 quarters.
  • Zacks Investment Management's JPMorgan BetaBuilders US Equity ETF position peaked at $311K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.