Joel Isaacson & Co’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Joel Isaacson & Co’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
2020 Q1	–	Sell	-5,912	Closed	-$303K	–	197
2019 Q4	$303K	Hold	5,912	–	–	0.04%	169
2019 Q3	$278K	Hold	5,912	–	–	0.04%	169
2019 Q2	$285K	Buy	+5,912	New	+$283K	0.04%	167

Other funds holding BBEU

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KPW

Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Joel Isaacson & Co's BBEU Position: Q1 2020 in Review

Joel Isaacson & Co sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q1 2020, closing a stake of 5,912 shares — an estimated $303K sold.

Joel Isaacson & Co first reported a position in BBEU in Q2 2019 and held it in 3 quarters. The position peaked at $303K in Q4 2019. 45 funds tracked by Wall St. Rank hold BBEU as of Q1 2020.

Joel Isaacson & Co reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q1 2020 after selling out during the quarter.
Joel Isaacson & Co sold 5,912 JPMorgan BetaBuilders Europe ETF shares in Q1 2020, an estimated $303K.
Joel Isaacson & Co first reported a position in JPMorgan BetaBuilders Europe ETF in Q2 2019 and held it in 3 quarters.
Joel Isaacson & Co's JPMorgan BetaBuilders Europe ETF position peaked at $303K in Q4 2019.
45 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q1 2020.

Based on Joel Isaacson & Co's 13F filing for Q1 2020, filed 21 Apr 2020.