Kelly Financial Group’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Kelly Financial Group’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 Q2	$5.01M	Sell	64,109 -1,274	-2%	-$98.7K	1.11%	17
2026 Q1	$4.78M	Sell	65,383 -476,159	-88%	-$36M	1.2%	17
2025 Q4	$39.2M	Buy	541,542 +14,847	+3%	+$1.06M	9.96%	2
2025 Q3	$36.9M	Buy	526,695 +22,224	+4%	+$1.52M	9.8%	2
2025 Q2	$34.1M	Buy	504,471 +37,306	+8%	+$2.4M	9.85%	2
2025 Q1	$28.7M	Buy	467,165 +15,413	+3%	+$937K	8.98%	2
2024 Q4	$25.8M	Buy	+451,752	New	+$26.9M	9.17%	2

Other funds holding BBIN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kelly Financial Group's BBIN Position: Q2 2026 in Review

Kelly Financial Group reduced its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 1.9% in Q2 2026, selling an estimated $98.7K and leaving 64,109 shares worth $5.01M. The position accounts for 1.11% of the portfolio, ranked #17.

Kelly Financial Group first reported a position in BBIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.2M in Q4 2025. 121 funds tracked by Wall St. Rank hold BBIN as of Q2 2026.

Kelly Financial Group held 64,109 shares of JPMorgan BetaBuilders International Equity ETF worth $5.01M as of Q2 2026.
Kelly Financial Group sold 1,274 JPMorgan BetaBuilders International Equity ETF shares in Q2 2026, an estimated $98.7K.
JPMorgan BetaBuilders International Equity ETF made up 1.11% of Kelly Financial Group's portfolio in Q2 2026, its #17 holding.
Kelly Financial Group first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's JPMorgan BetaBuilders International Equity ETF position peaked at $39.2M in Q4 2025.
121 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.