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Optimum Investment Advisors’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Optimum Investment Advisors’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
2023
Q4 		– Sell
-500
Closed -$25.4K – 651
2023
Q3 		$25.4K Hold
500
– – 0.01% 439
2023
Q2 		$27.1K Hold
500
– – 0.01% 442
2023
Q1 		$26.7K Buy
+500
New +$26.1K 0.01% 445

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Optimum Investment Advisors's BBEU Position: Q4 2023 in Review

Optimum Investment Advisors sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q4 2023, closing a stake of 500 shares — an estimated $25.4K sold.

Optimum Investment Advisors first reported a position in BBEU in Q1 2023 and held it in 3 quarters. The position peaked at $27.1K in Q2 2023. 130 funds tracked by Wall St. Rank hold BBEU as of Q4 2023.

  • Optimum Investment Advisors reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 JPMorgan BetaBuilders Europe ETF shares in Q4 2023, an estimated $25.4K.
  • Optimum Investment Advisors first reported a position in JPMorgan BetaBuilders Europe ETF in Q1 2023 and held it in 3 quarters.
  • Optimum Investment Advisors's JPMorgan BetaBuilders Europe ETF position peaked at $27.1K in Q2 2023.
  • 130 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.