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

Brass Tax 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 Q3	$1.21M	Sell	17,272 -1,596	-8%	-$109K	0.2%	53
2025 Q2	$1.27M	Sell	18,868 -1,881	-9%	-$121K	0.25%	51
2025 Q1	$1.28M	Buy	+20,749	New	+$1.26M	0.27%	49

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

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

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

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

PWM

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

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

Brass Tax Wealth Management's BBIN Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 8.5% in Q3 2025, selling an estimated $109K and leaving 17,272 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #53.

Brass Tax Wealth Management first reported a position in BBIN in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q1 2025. 115 funds tracked by Wall St. Rank hold BBIN as of Q3 2025.

Brass Tax Wealth Management held 17,272 shares of JPMorgan BetaBuilders International Equity ETF worth $1.21M as of Q3 2025.
Brass Tax Wealth Management sold 1,596 JPMorgan BetaBuilders International Equity ETF shares in Q3 2025, an estimated $109K.
JPMorgan BetaBuilders International Equity ETF made up 0.2% of Brass Tax Wealth Management's portfolio in Q3 2025, its #53 holding.
Brass Tax Wealth Management first reported a position in JPMorgan BetaBuilders International Equity ETF in Q1 2025 and has held it in 3 quarters since.
Brass Tax Wealth Management's JPMorgan BetaBuilders International Equity ETF position peaked at $1.28M in Q1 2025.
115 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.