AE Wealth Management’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

AE Wealth Management’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
2025 Q2	–	Sell	-43	Closed	-$2.65K	–	2168
2025 Q1	$2.65K	Buy	43 +20	+87%	+$1.22K	﹤0.01%	2013
2024 Q4	$1.31K	Buy	+23	New	+$1.37K	﹤0.01%	2021

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 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

AE Wealth Management's BBIN Position: Q2 2025 in Review

AE Wealth Management sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q2 2025, closing a stake of 43 shares — an estimated $2.65K sold.

AE Wealth Management first reported a position in BBIN in Q4 2024 and held it in 2 quarters. The position peaked at $2.65K in Q1 2025. 110 funds tracked by Wall St. Rank hold BBIN as of Q2 2025.

AE Wealth Management reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q2 2025 after selling out during the quarter.
AE Wealth Management sold 43 JPMorgan BetaBuilders International Equity ETF shares in Q2 2025, an estimated $2.65K.
AE Wealth Management first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2024 and held it in 2 quarters.
AE Wealth Management's JPMorgan BetaBuilders International Equity ETF position peaked at $2.65K in Q1 2025.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.