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

Robertson Stephens 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
2026 Q1	$1.1M	Hold	15,013	–	–	0.03%	286
2025 Q4	$1.09M	Hold	15,013	–	–	0.03%	285
2025 Q3	$1.05M	Buy	+15,013	New	+$1.03M	0.03%	249

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

Robertson Stephens Wealth Management's BBIN Position: Q1 2026 in Review

Robertson Stephens Wealth Management held its JPMorgan BetaBuilders International Equity ETF (BBIN) position steady in Q1 2026 at 15,013 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #286.

Robertson Stephens Wealth Management first reported a position in BBIN in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold BBIN as of Q1 2026.

Robertson Stephens Wealth Management held 15,013 shares of JPMorgan BetaBuilders International Equity ETF worth $1.1M as of Q1 2026.
Robertson Stephens Wealth Management left its JPMorgan BetaBuilders International Equity ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders International Equity ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #286 holding.
Robertson Stephens Wealth Management first reported a position in JPMorgan BetaBuilders International Equity ETF in Q3 2025 and has held it in 3 quarters since.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.