Synergy Investment Management’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Synergy Investment 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	$31.7K	Buy	+433	New	+$32.8K	0.01%	337
2025 Q2	–	Sell	-342	Closed	-$21.1K	–	118
2025 Q1	$21.1K	Hold	342	–	–	0.01%	308
2024 Q4	$19.5K	Buy	+342	New	+$20.4K	0.01%	324

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 $58.2B AUM 22.78% 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

Synergy Investment Management's BBIN Position: Q1 2026 in Review

Synergy Investment Management opened a new position in JPMorgan BetaBuilders International Equity ETF (BBIN) in Q1 2026: 433 shares worth $31.7K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in BBIN as recently as Q1 2025.

Synergy Investment Management first reported a position in BBIN in Q4 2024 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold BBIN as of Q1 2026.

Synergy Investment Management held 433 shares of JPMorgan BetaBuilders International Equity ETF worth $31.7K as of Q1 2026.
JPMorgan BetaBuilders International Equity ETF was a new Synergy Investment Management position in Q1 2026.
JPMorgan BetaBuilders International Equity ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #337 holding.
Synergy Investment Management first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2024 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 Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.