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Robertson Stephens Wealth Management’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Robertson Stephens Wealth Management’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
2026
Q1 		$9.5M Sell
131,153
-1,199
-0.9% -$90.4K 0.27% 71
2025
Q4 		$9.7M Sell
132,352
-1,009
-0.8% -$71.7K 0.27% 76
2025
Q3 		$9.28M Buy
133,361
+55,690
+72% +$3.79M 0.28% 67
2025
Q2 		$5.24M Sell
77,671
-6,561
-8% -$424K 0.18% 100
2025
Q1 		$5.21M Buy
+84,232
New +$5.09M 0.2% 103
2022
Q2 		– Sell
-4,148
Closed -$227K – 376
2022
Q1 		$227K Sell
4,148
-11,848
-74% -$668K 0.02% 357
2021
Q4 		$955K Hold
15,996
– – 0.08% 189
2021
Q3 		$912K Buy
+15,996
New +$952K 0.11% 131

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return