Financial Network Wealth Management’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Financial Network Wealth Management’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	$161K	Buy	+2,627	New	+$160K	0.06%	130
2024 Q3	–	Sell	-4,071	Closed	-$240K	–	114
2024 Q2	$240K	Buy	+4,071	New	+$243K	0.09%	96
2024 Q1	–	Sell	-5,363	Closed	-$305K	–	48
2023 Q4	$305K	Buy	5,363 +230	+4%	+$12.3K	0.13%	84
2023 Q3	$263K	Buy	+5,133	New	+$279K	0.13%	82

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

Financial Network Wealth Management's BBIN Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in JPMorgan BetaBuilders International Equity ETF (BBIN) in Q1 2025: 2,627 shares worth $161K. The stake represents 0.06% of the portfolio and ranks #130 among its holdings. This is a return to the name: Financial Network Wealth Management previously reported a position in BBIN as recently as Q2 2024.

Financial Network Wealth Management first reported a position in BBIN in Q3 2023 and has held it in 4 quarters since. The position peaked at $305K in Q4 2023. 105 funds tracked by Wall St. Rank hold BBIN as of Q1 2025.

Financial Network Wealth Management held 2,627 shares of JPMorgan BetaBuilders International Equity ETF worth $161K as of Q1 2025.
JPMorgan BetaBuilders International Equity ETF was a new Financial Network Wealth Management position in Q1 2025.
JPMorgan BetaBuilders International Equity ETF made up 0.06% of Financial Network Wealth Management's portfolio in Q1 2025, its #130 holding.
Financial Network Wealth Management first reported a position in JPMorgan BetaBuilders International Equity ETF in Q3 2023 and has held it in 4 quarters since.
Financial Network Wealth Management's JPMorgan BetaBuilders International Equity ETF position peaked at $305K in Q4 2023.
105 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.