Corient Private Wealth’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Corient Private Wealth’s Portfolio BBEU Stock Details BBEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Sell	25,417 -17,937	-41%	-$1.38M	﹤0.01%	1410
2026 Q1	$1.71M	Buy	43,354 +38,266	+752%	+$2.88M	﹤0.01%	1349
2025 Q4	$373K	Buy	+5,088	New	+$362K	﹤0.01%	2030
2024 Q4	–	Sell	-3,854	Closed	-$240K	–	2373
2024 Q3	$240K	Buy	+3,854	New	+$233K	﹤0.01%	2129
2024 Q2	–	Sell	-3,729	Closed	-$222K	–	2321
2024 Q1	$222K	Buy	+3,729	New	+$213K	﹤0.01%	2052
2023 Q4	–	Sell	-4,262	Closed	-$217K	–	2258
2023 Q3	$217K	Buy	+4,262	New	+$227K	﹤0.01%	1882
2023 Q1	–	Sell	-8,853	Closed	-$429K	–	2009
2022 Q4	$429K	Buy	+8,853	New	+$408K	﹤0.01%	1196

Other funds holding BBEU

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Corient Private Wealth's BBEU Position: Q2 2026 in Review

Corient Private Wealth reduced its JPMorgan BetaBuilders Europe ETF (BBEU) stake by 41% in Q2 2026, selling an estimated $1.38M and leaving 25,417 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Corient Private Wealth first reported a position in BBEU in Q4 2022 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold BBEU as of Q2 2026.

Corient Private Wealth held 25,417 shares of JPMorgan BetaBuilders Europe ETF worth $1.98M as of Q2 2026.
Corient Private Wealth sold 17,937 JPMorgan BetaBuilders Europe ETF shares in Q2 2026, an estimated $1.38M.
JPMorgan BetaBuilders Europe ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1410 holding.
Corient Private Wealth first reported a position in JPMorgan BetaBuilders Europe ETF in Q4 2022 and has held it in 7 quarters since.
191 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.