Number of Shares
1.37 Mil
Current Holdings Value*
$138.54 Mil
% of Portfolio
3.57%
Total Estimate Gain
$35.52 Mil
% of Total Estimate Gain
29.38%

Vestmark Advisory Solutions, Inc.'s JPMorgan BetaBuilders U.S. Equity ETF Holding Summary

As of 2025-03-31, Vestmark Advisory Solutions, Inc. held 1.37 Mil shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $138.54 Mil. This investment constitutes 3.57% of their stock portfolio, and Vestmark Advisory Solutions, Inc. now holds 3.17% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.

The initial trade took place in 2021Q2. And since then Vestmark Advisory Solutions, Inc. has made 16 purchases of BBUS, at an average price of $88.07, for a total of 1.37 Mil shares. Based on historical transaction data and BBUS's current price of $113.94, Vestmark Advisory Solutions, Inc.'s estimated gain on his BBUS holdings is $35.52 Mil, reflecting a 29.38% gain to date.

Vestmark Advisory Solutions, Inc. BBUS ($113.94) Holding Chart

Vestmark Advisory Solutions, Inc. BBUS ($113.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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