BMS Financial Advisors’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

BMS Financial Advisors’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
2023 Q2	$284K	Buy	+5,180	New	+$284K	0.19%	97

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

VAS

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

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

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

DWP

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

BMS Financial Advisors's BBIN Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in JPMorgan BetaBuilders International Equity ETF (BBIN) in Q2 2023: 5,180 shares worth $284K. The stake represents 0.19% of the portfolio and ranks #97 among its holdings.

65 funds tracked by Wall St. Rank hold BBIN as of Q2 2023.

BMS Financial Advisors held 5,180 shares of JPMorgan BetaBuilders International Equity ETF worth $284K as of Q2 2023.
JPMorgan BetaBuilders International Equity ETF was a new BMS Financial Advisors position in Q2 2023.
JPMorgan BetaBuilders International Equity ETF made up 0.19% of BMS Financial Advisors's portfolio in Q2 2023, its #97 holding.
65 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.