SOA Wealth Advisors’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

SOA Wealth Advisors’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
2025 Q1	–	Sell	-29	Closed	-$1.61K	–	887
2024 Q4	$1.61K	Hold	29	–	–	﹤0.01%	703
2024 Q3	$1.81K	Hold	29	–	–	﹤0.01%	679
2024 Q2	$1.71K	Hold	29	–	–	﹤0.01%	687
2024 Q1	$1.72K	Hold	29	–	–	﹤0.01%	724
2023 Q4	$1.64K	Sell	29 -159	-85%	-$8.36K	﹤0.01%	719
2023 Q3	$9.56K	Buy	+188	New	+$10K	﹤0.01%	527

Other funds holding BBEU

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SOA Wealth Advisors's BBEU Position: Q1 2025 in Review

SOA Wealth Advisors sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q1 2025, closing a stake of 29 shares — an estimated $1.61K sold.

SOA Wealth Advisors first reported a position in BBEU in Q3 2023 and held it in 6 quarters. The position peaked at $9.56K in Q3 2023. 140 funds tracked by Wall St. Rank hold BBEU as of Q1 2025.

SOA Wealth Advisors reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q1 2025 after selling out during the quarter.
SOA Wealth Advisors sold 29 JPMorgan BetaBuilders Europe ETF shares in Q1 2025, an estimated $1.61K.
SOA Wealth Advisors first reported a position in JPMorgan BetaBuilders Europe ETF in Q3 2023 and held it in 6 quarters.
SOA Wealth Advisors's JPMorgan BetaBuilders Europe ETF position peaked at $9.56K in Q3 2023.
140 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.