Plan Group Financial’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Plan Group Financial’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	–	Sell	-7,201	Closed	-$521K	–	231
2025 Q4	$521K	Buy	7,201 +2,014	+39%	+$144K	0.14%	115
2025 Q3	$364K	Buy	+5,187	New	+$356K	0.1%	130

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

Plan Group Financial's BBIN Position: Q1 2026 in Review

Plan Group Financial sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q1 2026, closing a stake of 7,201 shares — an estimated $521K sold.

Plan Group Financial first reported a position in BBIN in Q3 2025 and held it in 2 quarters. The position peaked at $521K in Q4 2025. 125 funds tracked by Wall St. Rank hold BBIN as of Q1 2026.

Plan Group Financial reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q1 2026 after selling out during the quarter.
Plan Group Financial sold 7,201 JPMorgan BetaBuilders International Equity ETF shares in Q1 2026, an estimated $521K.
Plan Group Financial first reported a position in JPMorgan BetaBuilders International Equity ETF in Q3 2025 and held it in 2 quarters.
Plan Group Financial's JPMorgan BetaBuilders International Equity ETF position peaked at $521K in Q4 2025.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.