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WR Wealth Planners’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

WR Wealth Planners’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
2024
Q4 		$571 Hold
10
– – ﹤0.01% 973
2024
Q3 		$630 Buy
+10
New +$607 ﹤0.01% 1007

Other funds holding BBIN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WR Wealth Planners's BBIN Position: Q4 2024 in Review

WR Wealth Planners held its JPMorgan BetaBuilders International Equity ETF (BBIN) position steady in Q4 2024 at 10 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #973.

WR Wealth Planners first reported a position in BBIN in Q3 2024 and has held it in 2 quarters since. The position peaked at $630 in Q3 2024. 109 funds tracked by Wall St. Rank hold BBIN as of Q4 2024.

  • WR Wealth Planners held 10 shares of JPMorgan BetaBuilders International Equity ETF worth $571 as of Q4 2024.
  • WR Wealth Planners left its JPMorgan BetaBuilders International Equity ETF share count unchanged in Q4 2024.
  • JPMorgan BetaBuilders International Equity ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #973 holding.
  • WR Wealth Planners first reported a position in JPMorgan BetaBuilders International Equity ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's JPMorgan BetaBuilders International Equity ETF position peaked at $630 in Q3 2024.
  • 109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.