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Homrich & Berg’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Homrich & Berg’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
2021
Q3 		$1.33M Buy
23,348
+18,154
+350% +$1.08M 0.03% 193
2021
Q2 		$304K Buy
+5,194
New +$304K 0.01% 366

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Homrich & Berg's BBEU Position: Q3 2021 in Review

Homrich & Berg increased its JPMorgan BetaBuilders Europe ETF (BBEU) stake by 350% in Q3 2021, buying an estimated $1.08M and bringing the position to 23,348 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #193.

Homrich & Berg first reported a position in BBEU in Q2 2021 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold BBEU as of Q3 2021.

  • Homrich & Berg held 23,348 shares of JPMorgan BetaBuilders Europe ETF worth $1.33M as of Q3 2021.
  • Homrich & Berg bought 18,154 JPMorgan BetaBuilders Europe ETF shares in Q3 2021, an estimated $1.08M.
  • JPMorgan BetaBuilders Europe ETF made up 0.03% of Homrich & Berg's portfolio in Q3 2021, its #193 holding.
  • Homrich & Berg first reported a position in JPMorgan BetaBuilders Europe ETF in Q2 2021 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.