Concord Wealth Partners’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Concord Wealth 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
2025 Q2	–	Sell	-44	Closed	-$2.71K	–	866
2025 Q1	$2.71K	Buy	+44	New	+$2.67K	﹤0.01%	655

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

Concord Wealth Partners's BBIN Position: Q2 2025 in Review

Concord Wealth Partners sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q2 2025, closing a stake of 44 shares — an estimated $2.71K sold.

Concord Wealth Partners first reported a position in BBIN in Q1 2025 and held it in 1 quarter. The position peaked at $2.71K in Q1 2025. 110 funds tracked by Wall St. Rank hold BBIN as of Q2 2025.

Concord Wealth Partners reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q2 2025 after selling out during the quarter.
Concord Wealth Partners sold 44 JPMorgan BetaBuilders International Equity ETF shares in Q2 2025, an estimated $2.71K.
Concord Wealth Partners first reported a position in JPMorgan BetaBuilders International Equity ETF in Q1 2025 and held it in 1 quarter.
Concord Wealth Partners's JPMorgan BetaBuilders International Equity ETF position peaked at $2.71K in Q1 2025.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.