BBUS β€” JP MORGAN BETABUILDERS U.S. EQUITY ETF

Ownership history in MN Wealth Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

MN Wealth Advisors, LLC reported JP MORGAN BETABUILDERS U.S. EQUITY ETF (BBUS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 17.59% in 2024 Q4. The latest visible filing shows BBUS at 15.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MN Wealth Advisors, LLC's position in JP MORGAN BETABUILDERS U.S. EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BBUS was reported at 15.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.59% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MN Wealth Advisors, LLC held BBUS β€” position size vs. price
% of Fund (quarterly)    BBUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 247,219 +14,602 +6.3% 15.39% $30.5M 2026-02-14 (Est.) $122.58
2025 Q3 ADDED 232,617 +6,608 +2.9% 14.99% $28.1M 2025-10-21 $120.96
2025 Q2 REDUCED 226,009 -44,766 -16.5% 14.72% $25.3M 2025-07-31 $113.59
2025 Q1 REDUCED 270,775 -24,289 -8.2% 16.05% $27.3M 2025-04-21 $91.80
2024 Q4 REDUCED 295,064 -2,525 -0.8% 17.59% $31.3M 2025-01-30 $108.09
2024 Q3 ADDED 297,589 +23,170 +8.4% 17.53% $30.8M 2024-10-15 $102.88
2024 Q2 ADDED 274,419 +5,182 +1.9% 15.62% $26.9M 2024-07-24 $95.59
2024 Q1 ADDED 269,237 +17,342 +6.9% 15.73% $25.4M 2024-04-30 $88.49
2023 Q4 INITIATED 251,895 β€” β€” 14.91% $21.6M 2024-02-13 $86.92

FAQ About MN Wealth Advisors, LLC and BBUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has MN Wealth Advisors, LLC reported owning BBUS?

MN Wealth Advisors, LLC reported BBUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BBUS position in MN Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BBUS was 17.59% in 2024 Q4.

What is the latest reported BBUS position on this page?

The most recent filing on this page is 2025 Q4, when MN Wealth Advisors, LLC reported 247,219 shares, equal to 15.39% of portfolio, with an estimated market value of $30.5M.

What does the chart on this BBUS ownership page compare?

The chart compares MN Wealth Advisors, LLC's quarterly BBUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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