Cornerstone Planning Group’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Cornerstone Planning Group’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	–	Sell	-100	Closed	-$7.6K	–	1872
2026 Q1	$7.6K	Buy	100 +1	+1%	+$75	﹤0.01%	979
2025 Q4	$7.63K	Hold	99	–	–	﹤0.01%	858
2025 Q3	$6.96K	Buy	99 +1	+1%	+$68	﹤0.01%	862
2025 Q2	$6.52K	Buy	98 +1	+1%	+$65	﹤0.01%	662
2025 Q1	$6.04K	Buy	97 +1	+1%	+$60	﹤0.01%	684
2024 Q4	$5.7K	Buy	96 +1	+1%	+$59	﹤0.01%	549
2024 Q3	$5.69K	Hold	95	–	–	﹤0.01%	543
2024 Q2	$5.41K	Buy	95 +2	+2%	+$120	﹤0.01%	558
2024 Q1	$5.48K	Sell	93 -16	-15%	-$913	﹤0.01%	504
2023 Q4	$6.17K	Buy	+109	New	+$5.73K	﹤0.01%	500

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

Cornerstone Planning Group's BBEU Position: Q2 2026 in Review

Cornerstone Planning Group sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q2 2026, closing a stake of 100 shares — an estimated $7.6K sold.

Cornerstone Planning Group first reported a position in BBEU in Q4 2023 and held it in 10 quarters. The position peaked at $7.63K in Q4 2025. 191 funds tracked by Wall St. Rank hold BBEU as of Q2 2026.

Cornerstone Planning Group reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q2 2026 after selling out during the quarter.
Cornerstone Planning Group sold 100 JPMorgan BetaBuilders Europe ETF shares in Q2 2026, an estimated $7.6K.
Cornerstone Planning Group first reported a position in JPMorgan BetaBuilders Europe ETF in Q4 2023 and held it in 10 quarters.
Cornerstone Planning Group's JPMorgan BetaBuilders Europe ETF position peaked at $7.63K in Q4 2025.
191 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.