Horizon Family Wealth’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Horizon Family Wealth’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	$3.28M	Buy	44,899 +261	+0.6%	+$19.7K	1.73%	16
2025 Q4	$3.23M	Buy	44,638 +1,567	+4%	+$112K	1.72%	17
2025 Q3	$3.02M	Buy	43,071 +496	+1%	+$34K	1.74%	16
2025 Q2	$2.87M	Sell	42,575 -3,024	-7%	-$195K	1.75%	15
2025 Q1	$2.8M	Buy	45,599 +4,664	+11%	+$284K	1.87%	14
2024 Q4	$2.34M	Buy	40,935 +3,386	+9%	+$202K	1.55%	13
2024 Q3	$2.37M	Buy	+37,549	New	+$2.28M	1.69%	12
2023 Q1	–	Sell	-27,168	Closed	-$1.35M	–	60
2022 Q4	$1.35M	Sell	27,168 -25,887	-49%	-$1.23M	1.55%	15
2022 Q3	$2.25M	Buy	53,055 +2,270	+4%	+$107K	2.74%	11
2022 Q2	$2.4M	Buy	50,785 +27,801	+121%	+$1.43M	2.79%	11
2022 Q1	$1.28M	Buy	22,984 +356	+2%	+$20.2K	1.27%	22
2021 Q4	$1.35M	Buy	+22,628	New	+$1.35M	1.37%	20

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 $58.2B AUM 22.78% 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

Horizon Family Wealth's BBIN Position: Q1 2026 in Review

Horizon Family Wealth increased its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 0.58% in Q1 2026, buying an estimated $19.7K and bringing the position to 44,899 shares worth $3.28M. The position accounts for 1.73% of the portfolio, ranked #16.

Horizon Family Wealth first reported a position in BBIN in Q4 2021 and has held it in 12 quarters since. 125 funds tracked by Wall St. Rank hold BBIN as of Q1 2026.

Horizon Family Wealth held 44,899 shares of JPMorgan BetaBuilders International Equity ETF worth $3.28M as of Q1 2026.
Horizon Family Wealth bought 261 JPMorgan BetaBuilders International Equity ETF shares in Q1 2026, an estimated $19.7K.
JPMorgan BetaBuilders International Equity ETF made up 1.73% of Horizon Family Wealth's portfolio in Q1 2026, its #16 holding.
Horizon Family Wealth first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2021 and has held it in 12 quarters since.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.