Mather Group’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Mather Group’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
2026 Q3	$168K	Buy	2,226 +2,026	+1,013%	+$159K	﹤0.01%	834
2026 Q2	$15.6K	Sell	200 -60	-23%	-$4.61K	﹤0.01%	1391
2026 Q1	$18.8K	Buy	+260	New	+$19.6K	﹤0.01%	1294
2025 Q2	–	Sell	-46	Closed	-$2.84K	–	710
2025 Q1	$2.84K	Hold	46	–	–	﹤0.01%	1515
2024 Q4	$2.55K	Sell	46 -118	-72%	-$6.91K	﹤0.01%	1498
2024 Q3	$10.2K	Sell	164 -54	-25%	-$3.26K	﹤0.01%	1174
2024 Q2	$12.9K	Buy	218 +2	+0.9%	+$120	﹤0.01%	1379
2024 Q1	$12.2K	Buy	+216	New	+$12.3K	﹤0.01%	1156

Other funds holding BBEU

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Evansbrook Bolingbrook, Illinois $171M AUM 22.74% 1-Year Est. Return

Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $131M AUM 19.17% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

Mather Group's BBEU Position: Q3 2026 in Review

Mather Group increased its JPMorgan BetaBuilders Europe ETF (BBEU) stake by 1,013% in Q3 2026, buying an estimated $159K and bringing the position to 2,226 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Mather Group first reported a position in BBEU in Q1 2024 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold BBEU as of Q3 2026.

Mather Group held 2,226 shares of JPMorgan BetaBuilders Europe ETF worth $168K as of Q3 2026.
Mather Group bought 2,026 JPMorgan BetaBuilders Europe ETF shares in Q3 2026, an estimated $159K.
JPMorgan BetaBuilders Europe ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #834 holding.
Mather Group first reported a position in JPMorgan BetaBuilders Europe ETF in Q1 2024 and has held it in 8 quarters since.
39 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.