Halbert Hargrove Global Advisors’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Halbert Hargrove Global Advisors’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
2026 Q1	$659	Sell	9 -1	-10%	-$76	﹤0.01%	352
2025 Q4	$724	Buy	10 +2	+25%	+$143	﹤0.01%	347
2025 Q3	$562	Buy	8 +2	+33%	+$137	﹤0.01%	693
2025 Q2	$405	Hold	6	–	–	﹤0.01%	302
2025 Q1	$370	Hold	6	–	–	﹤0.01%	531
2024 Q4	$343	Buy	+6	New	+$358	﹤0.01%	290

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

Jane Street New York $777B AUM 61.18% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWM

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

Halbert Hargrove Global Advisors's BBIN Position: Q1 2026 in Review

Halbert Hargrove Global Advisors reduced its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 10% in Q1 2026, selling an estimated $76 and leaving 9 shares worth $659. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Halbert Hargrove Global Advisors first reported a position in BBIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $724 in Q4 2025. 125 funds tracked by Wall St. Rank hold BBIN as of Q1 2026.

Halbert Hargrove Global Advisors held 9 shares of JPMorgan BetaBuilders International Equity ETF worth $659 as of Q1 2026.
Halbert Hargrove Global Advisors sold 1 JPMorgan BetaBuilders International Equity ETF share in Q1 2026, an estimated $76.
JPMorgan BetaBuilders International Equity ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #352 holding.
Halbert Hargrove Global Advisors first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2024 and has held it in 6 quarters since.
Halbert Hargrove Global Advisors's JPMorgan BetaBuilders International Equity ETF position peaked at $724 in Q4 2025.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.