Kovitz Investment Group Partners’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-25,104	Closed	-$1.75M	–	530
2025 Q3	$1.75M	Sell	25,104 -64	-0.3%	-$4.36K	0.01%	700
2025 Q2	$1.7M	Sell	25,168 -2,682	-10%	-$173K	0.01%	677
2025 Q1	$1.72M	Buy	27,850 +196	+0.7%	+$11.8K	0.01%	612
2024 Q4	$1.53M	Sell	27,654 -665	-2%	-$39K	0.01%	622
2024 Q3	$1.76K	Buy	+28,319	New	+$1.71M	﹤0.01%	1038

Other funds holding BBEU

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Kovitz Investment Group Partners's BBEU Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q4 2025, closing a stake of 25,104 shares — an estimated $1.75M sold.

Kovitz Investment Group Partners first reported a position in BBEU in Q3 2024 and held it in 5 quarters. The position peaked at $1.75M in Q3 2025. 188 funds tracked by Wall St. Rank hold BBEU as of Q4 2025.

Kovitz Investment Group Partners reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 25,104 JPMorgan BetaBuilders Europe ETF shares in Q4 2025, an estimated $1.75M.
Kovitz Investment Group Partners first reported a position in JPMorgan BetaBuilders Europe ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's JPMorgan BetaBuilders Europe ETF position peaked at $1.75M in Q3 2025.
188 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.