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Mowery & Schoenfeld Wealth Management’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q2 		– Sell
-65
Closed -$4.71K – 366
2026
Q1 		$4.71K Buy
+65
New +$4.9K 0.01% 286
2025
Q2 		– Sell
-322
Closed -$19.9K – 399
2025
Q1 		$19.9K Buy
+322
New +$19.5K 0.04% 208

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BBEU Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q2 2026, closing a stake of 65 shares — an estimated $4.71K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BBEU in Q1 2025 and held it in 2 quarters. The position peaked at $19.9K in Q1 2025. 191 funds tracked by Wall St. Rank hold BBEU as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 65 JPMorgan BetaBuilders Europe ETF shares in Q2 2026, an estimated $4.71K.
  • Mowery & Schoenfeld Wealth Management first reported a position in JPMorgan BetaBuilders Europe ETF in Q1 2025 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's JPMorgan BetaBuilders Europe ETF position peaked at $19.9K in Q1 2025.
  • 191 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.