Steward Partners Investment Advisory’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Steward Partners Investment 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
2026 Q2	$31K	Sell	397 -60	-13%	-$4.65K	﹤0.01%	3210
2026 Q1	$33.4K	Buy	457 +60	+15%	+$4.54K	﹤0.01%	2989
2025 Q4	$28.7K	Hold	397	–	–	﹤0.01%	2968
2025 Q3	$27.8K	Buy	+397	New	+$27.2K	﹤0.01%	2929

Other funds holding BBIN

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Steward Partners Investment Advisory's BBIN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 13% in Q2 2026, selling an estimated $4.65K and leaving 397 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3210.

Steward Partners Investment Advisory first reported a position in BBIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.4K in Q1 2026. 103 funds tracked by Wall St. Rank hold BBIN as of Q2 2026.

Steward Partners Investment Advisory held 397 shares of JPMorgan BetaBuilders International Equity ETF worth $31K as of Q2 2026.
Steward Partners Investment Advisory sold 60 JPMorgan BetaBuilders International Equity ETF shares in Q2 2026, an estimated $4.65K.
JPMorgan BetaBuilders International Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3210 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan BetaBuilders International Equity ETF in Q3 2025 and has held it in 4 quarters since.
Steward Partners Investment Advisory's JPMorgan BetaBuilders International Equity ETF position peaked at $33.4K in Q1 2026.
103 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.