3Chopt Investment Partners’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

3Chopt Investment Partners’s Portfolio BBIN Stock Details BBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26M	Sell	17,191 -8	-0%	-$605	0.29%	79
2025 Q4	$1.24M	Sell	17,199 -377	-2%	-$27K	0.28%	80
2025 Q3	$1.23M	Sell	17,576 -6,037	-26%	-$414K	0.28%	82
2025 Q2	$1.59M	Sell	23,613 -668	-3%	-$43K	0.38%	63
2025 Q1	$1.49M	Sell	24,281 -4,463	-16%	-$271K	0.39%	63
2024 Q4	$1.64M	Buy	28,744 +2,270	+9%	+$135K	0.56%	52
2024 Q3	$1.67M	Sell	26,474 -1,595	-6%	-$96.9K	0.6%	48
2024 Q2	$1.66M	Sell	28,069 -5,460	-16%	-$326K	0.51%	45
2024 Q1	$2.02M	Sell	33,529 -6,270	-16%	-$363K	0.83%	41
2023 Q4	$2.27M	Buy	39,799 +13,058	+49%	+$697K	0.83%	35
2023 Q3	$1.39M	Buy	+26,741	New	+$1.45M	0.82%	40

Other funds holding BBIN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

3Chopt Investment Partners's BBIN Position: Q1 2026 in Review

3Chopt Investment Partners reduced its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 0.05% in Q1 2026, selling an estimated $605 and leaving 17,191 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #79.

3Chopt Investment Partners first reported a position in BBIN in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.27M in Q4 2023. 125 funds tracked by Wall St. Rank hold BBIN as of Q1 2026.

3Chopt Investment Partners held 17,191 shares of JPMorgan BetaBuilders International Equity ETF worth $1.26M as of Q1 2026.
3Chopt Investment Partners sold 8 JPMorgan BetaBuilders International Equity ETF shares in Q1 2026, an estimated $605.
JPMorgan BetaBuilders International Equity ETF made up 0.29% of 3Chopt Investment Partners's portfolio in Q1 2026, its #79 holding.
3Chopt Investment Partners first reported a position in JPMorgan BetaBuilders International Equity ETF in Q3 2023 and has held it in 11 quarters since.
3Chopt Investment Partners's JPMorgan BetaBuilders International Equity ETF position peaked at $2.27M in Q4 2023.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.