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

Emergent Wealth Advisors’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 Q3	–	Sell	-3,478	Closed	-$205K	–	110
2024 Q2	$205K	Sell	3,478 -1,345	-28%	-$80.4K	0.17%	101
2024 Q1	$290K	Buy	+4,823	New	+$279K	0.25%	74

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Emergent Wealth Advisors's BBIN Position: Q3 2024 in Review

Emergent Wealth Advisors sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q3 2024, closing a stake of 3,478 shares — an estimated $205K sold.

Emergent Wealth Advisors first reported a position in BBIN in Q1 2024 and held it in 2 quarters. The position peaked at $290K in Q1 2024. 94 funds tracked by Wall St. Rank hold BBIN as of Q3 2024.

Emergent Wealth Advisors reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q3 2024 after selling out during the quarter.
Emergent Wealth Advisors sold 3,478 JPMorgan BetaBuilders International Equity ETF shares in Q3 2024, an estimated $205K.
Emergent Wealth Advisors first reported a position in JPMorgan BetaBuilders International Equity ETF in Q1 2024 and held it in 2 quarters.
Emergent Wealth Advisors's JPMorgan BetaBuilders International Equity ETF position peaked at $290K in Q1 2024.
94 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q3 2024.

Based on Emergent Wealth Advisors's 13F filing for Q3 2024, filed 16 Dec 2025.