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Kathleen S. Wright Associates’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Kathleen S. Wright Associates’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
2024
Q2 		– Sell
-16
Closed -$950 – 226
2024
Q1 		$950 Buy
16
+4
+33% +$228 ﹤0.01% 220
2023
Q4 		$679 Buy
+12
New +$631 ﹤0.01% 189

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kathleen S. Wright Associates's BBEU Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q2 2024, closing a stake of 16 shares — an estimated $950 sold.

Kathleen S. Wright Associates first reported a position in BBEU in Q4 2023 and held it in 2 quarters. The position peaked at $950 in Q1 2024. 126 funds tracked by Wall St. Rank hold BBEU as of Q2 2024.

  • Kathleen S. Wright Associates reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q2 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 16 JPMorgan BetaBuilders Europe ETF shares in Q2 2024, an estimated $950.
  • Kathleen S. Wright Associates first reported a position in JPMorgan BetaBuilders Europe ETF in Q4 2023 and held it in 2 quarters.
  • Kathleen S. Wright Associates's JPMorgan BetaBuilders Europe ETF position peaked at $950 in Q1 2024.
  • 126 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.