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

Palumbo 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
2025 Q4	–	Sell	-416,315	Closed	-$51.9K	–	219
2025 Q3	$51.9K	Buy	+416,315	New	+$28.6M	0.02%	175

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

IWC

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

KFG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Palumbo Wealth Management's BBIN Position: Q4 2025 in Review

Palumbo Wealth Management sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q4 2025, closing a stake of 416,315 shares — an estimated $51.9K sold.

Palumbo Wealth Management first reported a position in BBIN in Q3 2025 and held it in 1 quarter. The position peaked at $51.9K in Q3 2025. 120 funds tracked by Wall St. Rank hold BBIN as of Q4 2025.

Palumbo Wealth Management reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q4 2025 after selling out during the quarter.
Palumbo Wealth Management sold 416,315 JPMorgan BetaBuilders International Equity ETF shares in Q4 2025, an estimated $51.9K.
Palumbo Wealth Management first reported a position in JPMorgan BetaBuilders International Equity ETF in Q3 2025 and held it in 1 quarter.
Palumbo Wealth Management's JPMorgan BetaBuilders International Equity ETF position peaked at $51.9K in Q3 2025.
120 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q4 2025.

Based on Palumbo Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.