BFC Planning, Inc.’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

BFC Planning, Inc.’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	$44.3K	Buy	570 +1	+0.2%	+$77	﹤0.01%	1615
2026 Q1	$41.2K	Buy	569 +2	+0.4%	+$151	﹤0.01%	1413
2025 Q4	$41.6K	Buy	567 +3	+0.5%	+$213	﹤0.01%	1444
2025 Q3	$39.2K	Buy	564 +3	+0.5%	+$204	﹤0.01%	1279
2025 Q2	$37.9K	Buy	561 +9	+2%	+$582	﹤0.01%	1231
2025 Q1	$34.1K	Buy	552 +2	+0.4%	+$121	﹤0.01%	1253
2024 Q4	$30.5K	Buy	+550	New	+$32.2K	﹤0.01%	1297

Other funds holding BBEU

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BFC Planning, Inc.'s BBEU Position: Q2 2026 in Review

BFC Planning, Inc. increased its JPMorgan BetaBuilders Europe ETF (BBEU) stake by 0.18% in Q2 2026, buying an estimated $77 and bringing the position to 570 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

BFC Planning, Inc. first reported a position in BBEU in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold BBEU as of Q2 2026.

BFC Planning, Inc. held 570 shares of JPMorgan BetaBuilders Europe ETF worth $44.3K as of Q2 2026.
BFC Planning, Inc. bought 1 JPMorgan BetaBuilders Europe ETF share in Q2 2026, an estimated $77.
JPMorgan BetaBuilders Europe ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1615 holding.
BFC Planning, Inc. first reported a position in JPMorgan BetaBuilders Europe ETF in Q4 2024 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.