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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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.