Wayfinding Financial’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Wayfinding Financial’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
2025 Q3	–	Sell	-16,356	Closed	-$1.09M	–	152
2025 Q2	$1.09M	Buy	16,356 +229	+1%	+$14.7K	0.49%	42
2025 Q1	$991K	Buy	16,127 +416	+3%	+$25.3K	0.43%	41
2024 Q4	$897K	Buy	15,711 +1,382	+10%	+$82.4K	0.48%	41
2024 Q3	$902K	Sell	14,329 -4,869	-25%	-$296K	0.67%	29
2024 Q2	$1.13M	Sell	19,198 -182	-0.9%	-$10.9K	0.64%	33
2024 Q1	$1.16M	Sell	19,380 -8,793	-31%	-$509K	0.68%	32
2023 Q4	$1.6M	Buy	28,173 +3,044	+12%	+$163K	1.09%	24
2023 Q3	$1.29M	Sell	25,129 -404	-2%	-$21.9K	0.98%	21
2023 Q2	$1.44M	Buy	25,533 +2,642	+12%	+$145K	1%	20
2023 Q1	$1.23M	Buy	+22,891	New	+$1.21M	0.94%	19

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wayfinding Financial's BBIN Position: Q3 2025 in Review

Wayfinding Financial sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q3 2025, closing a stake of 16,356 shares — an estimated $1.09M sold.

Wayfinding Financial first reported a position in BBIN in Q1 2023 and held it in 10 quarters. The position peaked at $1.6M in Q4 2023. 115 funds tracked by Wall St. Rank hold BBIN as of Q3 2025.

Wayfinding Financial reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q3 2025 after selling out during the quarter.
Wayfinding Financial sold 16,356 JPMorgan BetaBuilders International Equity ETF shares in Q3 2025, an estimated $1.09M.
Wayfinding Financial first reported a position in JPMorgan BetaBuilders International Equity ETF in Q1 2023 and held it in 10 quarters.
Wayfinding Financial's JPMorgan BetaBuilders International Equity ETF position peaked at $1.6M in Q4 2023.
115 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q3 2025.

Based on Wayfinding Financial's 13F filing for Q3 2025, filed 14 Nov 2025.