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EP Wealth Advisors’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

EP Wealth Advisors’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 		$316K Buy
4,058
+416
+11% +$31.9K ﹤0.01% 1259
2026
Q1 		$264K Buy
+3,642
New +$274K ﹤0.01% 1241
2025
Q2 		$111K Hold
1,649
– – ﹤0.01% 1364
2025
Q1 		$102K Sell
1,649
-727
-31% -$43.9K ﹤0.01% 1246
2024
Q4 		$132K Buy
2,376
+440
+23% +$25.8K ﹤0.01% 1164
2024
Q3 		$121K Buy
+1,936
New +$117K ﹤0.01% 1122

Other funds holding BBEU

JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LC
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

EP Wealth Advisors's BBEU Position: Q2 2026 in Review

EP Wealth Advisors increased its JPMorgan BetaBuilders Europe ETF (BBEU) stake by 11% in Q2 2026, buying an estimated $31.9K and bringing the position to 4,058 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

EP Wealth Advisors first reported a position in BBEU in Q3 2024 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold BBEU as of Q2 2026.

  • EP Wealth Advisors held 4,058 shares of JPMorgan BetaBuilders Europe ETF worth $316K as of Q2 2026.
  • EP Wealth Advisors bought 416 JPMorgan BetaBuilders Europe ETF shares in Q2 2026, an estimated $31.9K.
  • JPMorgan BetaBuilders Europe ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1259 holding.
  • EP Wealth Advisors first reported a position in JPMorgan BetaBuilders Europe ETF in Q3 2024 and has held it in 6 quarters since.
  • 191 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2026.

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