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

Lockerman 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
2025 Q3	–	Sell	-8,742	Closed	-$590K	–	120
2025 Q2	$590K	Buy	8,742 +2,437	+39%	+$157K	0.79%	27
2025 Q1	$388K	Buy	6,305 +2,777	+79%	+$169K	0.59%	54
2024 Q4	$201K	Sell	3,528 -172	-5%	-$10.3K	0.34%	102
2024 Q3	$233K	Sell	3,700 -2,668	-42%	-$162K	0.39%	96
2024 Q2	$376K	Sell	6,368 -229	-3%	-$13.7K	0.68%	45
2024 Q1	$397K	Sell	6,597 -1,800	-21%	-$104K	0.76%	42
2023 Q4	$478K	Buy	8,397 +4	+0%	+$214	1.11%	28
2023 Q3	$437K	Buy	+8,393	New	+$456K	1.18%	26

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Lockerman Financial Group's BBIN Position: Q3 2025 in Review

Lockerman Financial Group sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q3 2025, closing a stake of 8,742 shares — an estimated $590K sold.

Lockerman Financial Group first reported a position in BBIN in Q3 2023 and held it in 8 quarters. The position peaked at $590K in Q2 2025. 115 funds tracked by Wall St. Rank hold BBIN as of Q3 2025.

Lockerman Financial Group reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q3 2025 after selling out during the quarter.
Lockerman Financial Group sold 8,742 JPMorgan BetaBuilders International Equity ETF shares in Q3 2025, an estimated $590K.
Lockerman Financial Group first reported a position in JPMorgan BetaBuilders International Equity ETF in Q3 2023 and held it in 8 quarters.
Lockerman Financial Group's JPMorgan BetaBuilders International Equity ETF position peaked at $590K in Q2 2025.
115 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q3 2025.

Based on Lockerman Financial Group's 13F filing for Q3 2025, filed 16 Oct 2025.