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Wetzel Investment Advisors’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-1,672
Closed -$99.3K – 198
2024
Q2 		$99.3K Hold
1,672
– – 0.06% 177
2024
Q1 		$95.3K Hold
1,672
– – 0.06% 183
2023
Q4 		$95K Buy
+1,672
New +$87.9K 0.06% 181

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wetzel Investment Advisors's BBEU Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q3 2024, closing a stake of 1,672 shares — an estimated $99.3K sold.

Wetzel Investment Advisors first reported a position in BBEU in Q4 2023 and held it in 3 quarters. The position peaked at $99.3K in Q2 2024. 135 funds tracked by Wall St. Rank hold BBEU as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,672 JPMorgan BetaBuilders Europe ETF shares in Q3 2024, an estimated $99.3K.
  • Wetzel Investment Advisors first reported a position in JPMorgan BetaBuilders Europe ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's JPMorgan BetaBuilders Europe ETF position peaked at $99.3K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.