JPMorgan Betabuilders U.S. Equity Fund logo

JPMorgan Betabuilders U.S. Equity Fund (BBUS)

Market Closed
17 Jul, 20:00
BATS BATS
$
133. 99
-1.38
-1.0194%
$
8.51B Market Cap
1.29% Div Yield
179,000 Volume
$ 135.37
Previous Close
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Day Range
133.5 134.68
Year Range
112.19 137.2
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JPMorgan Betabuilders U.S. Equity Fund Investors

Name Quantity Cost Value Profit ($) Gain (%)
RD
Rodrigo Diaz Plan Group Financial LLC
6,848 $830,869.86 $931,328 $100,458.14 12.09%
DWM
Drive Wealth Management LLC Drive Wealth Management LLC
168,496 $18.41M $22.91M $4.5M 24.43%
HPM
Hoxton Planning & Management LLC Hoxton Planning & Management LLC
11,286 $1.28M $1.54M $254,576.6 19.88%
Loni Adams
Loni Adams Daymark Wealth Partners LLC
8,309 $999,070.35 $1.13M $130,039.66 13.02%
Jessica Thayer
Jessica Thayer Unique Wealth LLC
65,473 $7.67M $8.9M $1.23M 16.04%
HS
Helen Semus Semus Wealth Partners LLC
5,601 $549,708.13 $760,531.78 $210,823.65 38.35%
MR
Michael Radoff LGT Financial Advisors LLC
789 $80,097.06 $107,240.88 $27,143.82 33.89%
TAL
TFB Advisors LLC TFB Advisors LLC
2,657 $276,276.51 $360,966.73 $84,690.22 30.65%
RBL
Robert B. LaRue Owen LaRue LLC
4,121 $464,150.54 $559,858.45 $95,707.91 20.62%
CAD
Chelsea A. Delgado Main Street Group Ltd.
83 $9,726 $11,221.18 $1,495.18 15.37%
Jeffrey Steele
Jeffrey Steele Silverlake Wealth Management LLC
19,719 $2.37M $2.68M $305,097.33 12.86%
Jill Batley
Jill Batley Gateway Wealth Partners LLC
44,536 $4.96M $6.05M $1.08M 21.83%
Alexandra Stickelman
Alexandra Stickelman Root Financial Partners, LLC
1,418 $166,161 $192,167.36 $26,006.36 15.65%
3IP
3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC
49,292 $4.83M $6.68M $1.85M 38.2%
Jane Bortnem
Jane Bortnem Cherry Tree Wealth Management, LLC
166 $17,194.57 $22,497.15 $5,302.58 30.84%
Rajiv Shah
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC
9,854 $1.02M $1.34M $311,077.92 30.36%
Christopher C. Powers
Christopher C. Powers Farther Finance Advisors, LLC
24,258 $2.56M $3.25M $693,115.38 27.1%
Anthony Moeller
Anthony Moeller MN Wealth Advisors, LLC
253,813 $23.4M $34.4M $10.99M 46.98%
Envestnet Portfolio Solutions Inc.
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc.
8,959 $984,888.14 $1.22M $230,579.39 23.41%
Courtney Haddad
Courtney Haddad Concurrent Investment Advisors, LLC
1,994 $245,880 $270,525.98 $24,645.98 10.02%