Global Retirement Partners’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Global Retirement Partners’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 Q4	$35.7K	Sell	493 -10	-2%	-$715	﹤0.01%	2560
2025 Q3	$35.3K	Sell	503 -2,345	-82%	-$161K	﹤0.01%	2093
2025 Q2	$192K	Buy	+2,848	New	+$183K	﹤0.01%	1115
2024 Q4	$35.3K	Sell	619 -151	-20%	-$9.01K	﹤0.01%	1789
2024 Q3	$48.5K	Sell	770 -390	-34%	-$23.7K	﹤0.01%	1571
2024 Q2	$68.5K	Sell	1,160 -92	-7%	-$5.5K	﹤0.01%	1365
2024 Q1	$75.3K	Sell	1,252 -392	-24%	-$22.7K	﹤0.01%	1209
2023 Q4	$91.9K	Buy	1,644 +894	+119%	+$47.8K	﹤0.01%	1088
2023 Q3	$38K	Hold	750	–	–	﹤0.01%	1392
2023 Q2	$41.2K	Buy	750 +144	+24%	+$7.9K	﹤0.01%	1359
2023 Q1	$33.3K	Buy	606 +240	+66%	+$12.7K	﹤0.01%	1416
2022 Q4	$18.2K	Sell	366 -117	-24%	-$5.54K	﹤0.01%	1523
2022 Q3	$22K	Buy	483 +422	+692%	+$19.9K	﹤0.01%	1345
2022 Q2	$3K	Hold	61	–	–	﹤0.01%	2029
2022 Q1	$3K	Buy	+61	New	+$3.46K	﹤0.01%	2029

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Global Retirement Partners's BBIN Position: Q4 2025 in Review

Global Retirement Partners reduced its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 2% in Q4 2025, selling an estimated $715 and leaving 493 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Global Retirement Partners first reported a position in BBIN in Q1 2022 and has held it in 15 quarters since. The position peaked at $192K in Q2 2025. 119 funds tracked by Wall St. Rank hold BBIN as of Q4 2025.

Global Retirement Partners held 493 shares of JPMorgan BetaBuilders International Equity ETF worth $35.7K as of Q4 2025.
Global Retirement Partners sold 10 JPMorgan BetaBuilders International Equity ETF shares in Q4 2025, an estimated $715.
JPMorgan BetaBuilders International Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2560 holding.
Global Retirement Partners first reported a position in JPMorgan BetaBuilders International Equity ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's JPMorgan BetaBuilders International Equity ETF position peaked at $192K in Q2 2025.
119 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.