BBEU — J P MORGAN EXCHANGE TRADED F

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in J P MORGAN EXCHANGE TRADED F (BBEU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14 -60 -81.1% 0.00% $975 $69.16
2023 Q4 REDUCED 74 -228 -75.5% 0.00% $4K $52.77
2023 Q1 INITIATED 302 — — 0.00% $16K $48.37
% of Fund (quarterly)    BBEU price (monthly, adj. close)

Other funds also holding BBEU

As of 2025 Q4 — sorted by position size

Legacy CG, LLC 3Y 8.64% Permanens Capital L.P. 3Y 7Y 5.36% GREENWOOD CAPITAL ASSOCIATES LLC 3Y 7Y 3.01% Elm Partners Management LLC 3Y 7Y 1.85% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 1.75% Evansbrook LLC 1.54% Nolet Wealth Management, LLC 1.24% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 1.04% Curbstone Financial Management Corp 3Y 7Y 0.88% MN Wealth Advisors, LLC 0.74%
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