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Evernest Financial Advisors’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Evernest Financial 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 		$348K Buy
4,477
+247
+6% +$19K 0.07% 141
2026
Q1 		$321K Hold
4,230
– – 0.07% 144
2025
Q4 		$331K Buy
+4,230
New +$301K 0.07% 137

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

Evernest Financial Advisors's BBEU Position: Q2 2026 in Review

Evernest Financial Advisors increased its JPMorgan BetaBuilders Europe ETF (BBEU) stake by 5.8% in Q2 2026, buying an estimated $19K and bringing the position to 4,477 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #141.

Evernest Financial Advisors first reported a position in BBEU in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold BBEU as of Q2 2026.

  • Evernest Financial Advisors held 4,477 shares of JPMorgan BetaBuilders Europe ETF worth $348K as of Q2 2026.
  • Evernest Financial Advisors bought 247 JPMorgan BetaBuilders Europe ETF shares in Q2 2026, an estimated $19K.
  • JPMorgan BetaBuilders Europe ETF made up 0.07% of Evernest Financial Advisors's portfolio in Q2 2026, its #141 holding.
  • Evernest Financial Advisors first reported a position in JPMorgan BetaBuilders Europe ETF in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.