Envestnet Portfolio Solutions’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Envestnet Portfolio Solutions’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 Q1	–	Sell	-14,349	Closed	-$819K	–	1560
2024 Q4	$819K	Sell	14,349 -620	-4%	-$37K	﹤0.01%	1019
2024 Q3	$943K	Buy	14,969 +732	+5%	+$44.5K	﹤0.01%	927
2024 Q2	$841K	Buy	14,237 +1,893	+15%	+$113K	﹤0.01%	917
2024 Q1	$742K	Buy	12,344 +2,392	+24%	+$138K	﹤0.01%	959
2023 Q4	$567K	Buy	9,952 +3,954	+66%	+$211K	﹤0.01%	997
2023 Q3	$313K	Buy	+5,998	New	+$326K	﹤0.01%	1208

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

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

VAS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

Envestnet Portfolio Solutions's BBIN Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q1 2025, closing a stake of 14,349 shares — an estimated $819K sold.

Envestnet Portfolio Solutions first reported a position in BBIN in Q3 2023 and held it in 6 quarters. The position peaked at $943K in Q3 2024. 105 funds tracked by Wall St. Rank hold BBIN as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 14,349 JPMorgan BetaBuilders International Equity ETF shares in Q1 2025, an estimated $819K.
Envestnet Portfolio Solutions first reported a position in JPMorgan BetaBuilders International Equity ETF in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's JPMorgan BetaBuilders International Equity ETF position peaked at $943K in Q3 2024.
105 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.