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United Capital Financial Advisors’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

United Capital Financial 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
2026
Q2 		$225K Buy
2,896
+44
+2% +$3.38K ﹤0.01% 1501
2026
Q1 		$206K Buy
+2,852
New +$215K ﹤0.01% 1543
2022
Q1 		– Sell
-3,509
Closed -$210K – 1162
2021
Q4 		$210K Sell
3,509
-205
-6% -$12.1K ﹤0.01% 1139
2021
Q3 		$212K Buy
+3,714
New +$221K ﹤0.01% 1125

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

United Capital Financial Advisors's BBEU Position: Q2 2026 in Review

United Capital Financial Advisors increased its JPMorgan BetaBuilders Europe ETF (BBEU) stake by 1.5% in Q2 2026, buying an estimated $3.38K and bringing the position to 2,896 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

United Capital Financial Advisors first reported a position in BBEU in Q3 2021 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold BBEU as of Q2 2026.

  • United Capital Financial Advisors held 2,896 shares of JPMorgan BetaBuilders Europe ETF worth $225K as of Q2 2026.
  • United Capital Financial Advisors bought 44 JPMorgan BetaBuilders Europe ETF shares in Q2 2026, an estimated $3.38K.
  • JPMorgan BetaBuilders Europe ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1501 holding.
  • United Capital Financial Advisors first reported a position in JPMorgan BetaBuilders Europe ETF in Q3 2021 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.