Merriman Wealth Management’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Merriman Wealth Management’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
2024 Q4	$2.54M	Buy	44,476 +5,540	+14%	+$330K	0.11%	59
2024 Q3	$2.45M	Sell	38,936 -1,730	-4%	-$105K	0.1%	70
2024 Q2	$2.4M	Sell	40,666 -250	-0.6%	-$14.9K	0.11%	71
2024 Q1	$2.46M	Sell	40,916 -1,612	-4%	-$93.3K	0.11%	66
2023 Q4	$2.42M	Buy	42,528 +2,079	+5%	+$111K	0.12%	66
2023 Q3	$2.11M	Buy	40,449 +2,461	+6%	+$134K	0.11%	59
2023 Q2	$2.09M	Sell	37,988 -900	-2%	-$49.4K	0.1%	77
2023 Q1	$2.09M	Sell	38,888 -146	-0.4%	-$7.72K	0.11%	65
2022 Q4	$1.94M	Buy	39,034 +21,955	+129%	+$1.04M	0.1%	71
2022 Q3	$723K	Buy	+17,079	New	+$807K	0.05%	77
2022 Q1	–	Sell	-44,184	Closed	-$2.63M	–	200
2021 Q4	$2.63M	Buy	+44,184	New	+$2.64M	0.19%	62

Other funds holding BBIN

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

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

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

IWC

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

KFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Merriman Wealth Management's BBIN Position: Q4 2024 in Review

Merriman Wealth Management increased its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 14% in Q4 2024, buying an estimated $330K and bringing the position to 44,476 shares worth $2.54M. The position accounts for 0.11% of the portfolio, ranked #59.

Merriman Wealth Management first reported a position in BBIN in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.63M in Q4 2021. 109 funds tracked by Wall St. Rank hold BBIN as of Q4 2024.

Merriman Wealth Management held 44,476 shares of JPMorgan BetaBuilders International Equity ETF worth $2.54M as of Q4 2024.
Merriman Wealth Management bought 5,540 JPMorgan BetaBuilders International Equity ETF shares in Q4 2024, an estimated $330K.
JPMorgan BetaBuilders International Equity ETF made up 0.11% of Merriman Wealth Management's portfolio in Q4 2024, its #59 holding.
Merriman Wealth Management first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2021 and has held it in 11 quarters since.
Merriman Wealth Management's JPMorgan BetaBuilders International Equity ETF position peaked at $2.63M in Q4 2021.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.