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

Connectus Wealth’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
2024
Q1 		$9.84M Buy
163,635
+17,445
+12% +$1.01M 0.27% 85
2023
Q4 		$8.32M Buy
+146,190
New +$7.81M 0.17% 125

Other funds holding BBIN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Connectus Wealth's BBIN Position: Q1 2024 in Review

Connectus Wealth increased its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 12% in Q1 2024, buying an estimated $1.01M and bringing the position to 163,635 shares worth $9.84M. The position accounts for 0.27% of the portfolio, ranked #85.

Connectus Wealth first reported a position in BBIN in Q4 2023 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold BBIN as of Q1 2024.

  • Connectus Wealth held 163,635 shares of JPMorgan BetaBuilders International Equity ETF worth $9.84M as of Q1 2024.
  • Connectus Wealth bought 17,445 JPMorgan BetaBuilders International Equity ETF shares in Q1 2024, an estimated $1.01M.
  • JPMorgan BetaBuilders International Equity ETF made up 0.27% of Connectus Wealth's portfolio in Q1 2024, its #85 holding.
  • Connectus Wealth first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2023 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.