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HB Wealth Management’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

HB Wealth Management’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
2022
Q3 		– Sell
-24,422
Closed -$1.13M – 581
2022
Q2 		$1.13M Buy
24,422
+797
+3% +$40.6K 0.02% 241
2022
Q1 		$1.3M Buy
23,625
+69
+0.3% +$3.89K 0.02% 235
2021
Q4 		$1.41M Buy
+23,556
New +$1.39M 0.03% 195

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HB Wealth Management's BBEU Position: Q3 2022 in Review

HB Wealth Management sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q3 2022, closing a stake of 24,422 shares — an estimated $1.13M sold.

HB Wealth Management first reported a position in BBEU in Q4 2021 and held it in 3 quarters. The position peaked at $1.41M in Q4 2021. 84 funds tracked by Wall St. Rank hold BBEU as of Q3 2022.

  • HB Wealth Management reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q3 2022 after selling out during the quarter.
  • HB Wealth Management sold 24,422 JPMorgan BetaBuilders Europe ETF shares in Q3 2022, an estimated $1.13M.
  • HB Wealth Management first reported a position in JPMorgan BetaBuilders Europe ETF in Q4 2021 and held it in 3 quarters.
  • HB Wealth Management's JPMorgan BetaBuilders Europe ETF position peaked at $1.41M in Q4 2021.
  • 84 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q3 2022.

Based on HB Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.