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

NewEdge Wealth’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
2026 Q1	$4.06M	Buy	+55,472	New	+$4.2M	0.05%	266
2025 Q1	–	Sell	-5,203	Closed	-$297K	–	936
2024 Q4	$297K	Buy	+5,203	New	+$310K	0.01%	769

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

Jane Street New York $777B AUM 61.18% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

PWM

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

NewEdge Wealth's BBIN Position: Q1 2026 in Review

NewEdge Wealth opened a new position in JPMorgan BetaBuilders International Equity ETF (BBIN) in Q1 2026: 55,472 shares worth $4.06M. The stake represents 0.05% of the portfolio and ranks #266 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in BBIN as recently as Q4 2024.

NewEdge Wealth first reported a position in BBIN in Q4 2024 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold BBIN as of Q1 2026.

NewEdge Wealth held 55,472 shares of JPMorgan BetaBuilders International Equity ETF worth $4.06M as of Q1 2026.
JPMorgan BetaBuilders International Equity ETF was a new NewEdge Wealth position in Q1 2026.
JPMorgan BetaBuilders International Equity ETF made up 0.05% of NewEdge Wealth's portfolio in Q1 2026, its #266 holding.
NewEdge Wealth first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2024 and has held it in 2 quarters since.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.