BBUS — JP MORGAN BETABUILDERS U.S. EQUITY

Ownership history in Wayfinding Financial, LLC  ·  12 quarters on record

AI Ownership Summary

Wayfinding Financial, LLC reported JP MORGAN BETABUILDERS U.S. EQUITY (BBUS) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.1% in 2024 Q3. The latest visible filing shows BBUS at 2.66% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wayfinding Financial, LLC's position in JP MORGAN BETABUILDERS U.S. EQUITY, 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 2.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.1% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 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.

BBUS stock page Wayfinding Financial, LLC fund profile Wayfinding Financial, LLC full holdings
How Wayfinding Financial, LLC held BBUS — position size vs. price
% of Fund (quarterly)    BBUS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 51,031 +1,294 +2.6% 2.66% $6.3M 2026-02-14 (Est.) $122.58
2025 Q3 ADDED 49,737 +4,128 +9.1% 2.58% $6.0M 2025-11-14 $120.92
2025 Q2 REDUCED 45,609 -1,202 -2.6% 2.33% $5.2M 2025-08-12 $115.39
2025 Q1 ADDED 46,811 +2,415 +5.4% 2.07% $4.7M 2025-04-29 $99.10
2024 Q4 ADDED 44,396 +4,097 +10.2% 2.51% $4.7M 2025-02-11 $108.06
2024 Q3 ADDED 40,299 +6,619 +19.7% 3.10% $4.2M 2024-11-04 $101.17
2024 Q2 ADDED 33,680 +2,479 +7.9% 1.86% $3.3M 2024-08-09 $94.20
2024 Q1 ADDED 31,201 +1,559 +5.3% 1.70% $2.9M 2024-05-09 $91.70
2023 Q4 ADDED 29,642 +5,455 +22.6% 1.73% $2.5M 2024-01-10 $83.82
2023 Q3 REDUCED 24,187 -178 -0.7% 1.41% $1.9M 2023-11-02 $75.14
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BBUS

As of 2025 Q4 — sorted by position size

MN Wealth Advisors, LLC 15.39% Wealth Group Ltd 15.01% Elevation Wealth Management LLC 7.55% LOCKERMAN FINANCIAL GROUP, INC. 3Y 6.89% Cornerstone Wealth Management, LLC 3Y 7Y 4.3% Norinchukin Bank, The 3Y 7Y 3.53% DRIVE WEALTH MANAGEMENT, LLC 3Y 3.52% Tradition Wealth Management, LLC 3Y 3.16% Vestmark Advisory Solutions, Inc. 3Y 2.84% Robertson Stephens Wealth Management, LLC 3Y 7Y 2.54%

FAQ About Wayfinding Financial, 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 Wayfinding Financial, LLC reported owning BBUS?

Wayfinding Financial, LLC reported BBUS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BBUS position in Wayfinding Financial, LLC's portfolio?

The largest reported portfolio weight for BBUS was 3.10% in 2024 Q3.

What is the latest reported BBUS position on this page?

The most recent filing on this page is 2025 Q4, when Wayfinding Financial, LLC reported 51,031 shares, equal to 2.66% of portfolio, with an estimated market value of $6.3M.

What does the chart on this BBUS ownership page compare?

The chart compares Wayfinding Financial, 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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