SVB Wealth’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

SVB Wealth’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
2021 Q1	–	Sell	-543	Closed	-$28K	–	929
2020 Q4	$28K	Hold	543	–	–	﹤0.01%	826
2020 Q3	$25K	Buy	+543	New	+$25.4K	﹤0.01%	717
2020 Q2	–	Sell	-76	Closed	-$2K	–	641
2020 Q1	$2K	Hold	76	–	–	﹤0.01%	575
2019 Q4	$4K	Buy	+76	New	+$3.72K	﹤0.01%	643

Other funds holding BBEU

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

SVB Wealth's BBEU Position: Q1 2021 in Review

SVB Wealth sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q1 2021, closing a stake of 543 shares — an estimated $28K sold.

SVB Wealth first reported a position in BBEU in Q4 2019 and held it in 4 quarters. The position peaked at $28K in Q4 2020. 60 funds tracked by Wall St. Rank hold BBEU as of Q1 2021.

SVB Wealth reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q1 2021 after selling out during the quarter.
SVB Wealth sold 543 JPMorgan BetaBuilders Europe ETF shares in Q1 2021, an estimated $28K.
SVB Wealth first reported a position in JPMorgan BetaBuilders Europe ETF in Q4 2019 and held it in 4 quarters.
SVB Wealth's JPMorgan BetaBuilders Europe ETF position peaked at $28K in Q4 2020.
60 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q1 2021.

Based on SVB Wealth's 13F filing for Q1 2021, filed 11 May 2021.