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

Principia Wealth Advisory’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 Q1	–	Sell	-343	Closed	-$19.6K	–	860
2024 Q4	$19.6K	Buy	+343	New	+$20.5K	0.02%	110

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KFG

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

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

Principia Wealth Advisory's BBIN Position: Q1 2025 in Review

Principia Wealth Advisory sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q1 2025, closing a stake of 343 shares — an estimated $19.6K sold.

Principia Wealth Advisory first reported a position in BBIN in Q4 2024 and held it in 1 quarter. The position peaked at $19.6K in Q4 2024. 105 funds tracked by Wall St. Rank hold BBIN as of Q1 2025.

Principia Wealth Advisory reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q1 2025 after selling out during the quarter.
Principia Wealth Advisory sold 343 JPMorgan BetaBuilders International Equity ETF shares in Q1 2025, an estimated $19.6K.
Principia Wealth Advisory first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2024 and held it in 1 quarter.
Principia Wealth Advisory's JPMorgan BetaBuilders International Equity ETF position peaked at $19.6K in Q4 2024.
105 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.