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

WealthPlan 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 Q2	$657K	Sell	8,417 -41	-0.5%	-$3.18K	0.03%	278
2026 Q1	$618K	Buy	8,458 +2,857	+51%	+$216K	0.03%	276
2025 Q4	$405K	Buy	+5,601	New	+$401K	0.03%	281

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPlan Investment Management's BBIN Position: Q2 2026 in Review

WealthPlan Investment Management reduced its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 0.48% in Q2 2026, selling an estimated $3.18K and leaving 8,417 shares worth $657K. The position accounts for 0.03% of the portfolio, ranked #278.

WealthPlan Investment Management first reported a position in BBIN in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold BBIN as of Q2 2026.

WealthPlan Investment Management held 8,417 shares of JPMorgan BetaBuilders International Equity ETF worth $657K as of Q2 2026.
WealthPlan Investment Management sold 41 JPMorgan BetaBuilders International Equity ETF shares in Q2 2026, an estimated $3.18K.
JPMorgan BetaBuilders International Equity ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #278 holding.
WealthPlan Investment Management first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2025 and has held it in 3 quarters since.
121 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.