AE Wealth Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

AE Wealth Management’s Portfolio BBJP Stock Details BBJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$121K	Buy	1,750 +28	+2%	+$1.98K	﹤0.01%	1740
2025 Q4	$114K	Buy	1,722 +268	+18%	+$18.2K	﹤0.01%	1661
2025 Q3	$96.4K	Buy	1,454 +568	+64%	+$36.3K	﹤0.01%	1580
2025 Q2	$54.7K	Buy	886 +6	+0.7%	+$350	﹤0.01%	1590
2025 Q1	$49.4K	Sell	880 -1,357	-61%	-$76.3K	﹤0.01%	1589
2024 Q4	$123K	Buy	+2,237	New	+$128K	﹤0.01%	1385
2023 Q4	–	Sell	-4,072	Closed	-$205K	–	2059
2023 Q3	$205K	Sell	4,072 -1,064	-21%	-$54.7K	﹤0.01%	1775
2023 Q2	$265K	Sell	5,136 -675	-12%	-$33.6K	﹤0.01%	1651
2023 Q1	$281K	Sell	5,811 -1,986	-25%	-$93.2K	﹤0.01%	1585
2022 Q4	$350K	Buy	7,797 +1,033	+15%	+$45.3K	﹤0.01%	1446
2022 Q3	$276K	Sell	6,764 -5,334	-44%	-$238K	﹤0.01%	1503
2022 Q2	$533K	Buy	12,098 +1,887	+18%	+$88.1K	﹤0.01%	1167
2022 Q1	$518K	Buy	+10,211	New	+$534K	﹤0.01%	1226

Other funds holding BBJP

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

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

AE Wealth Management's BBJP Position: Q1 2026 in Review

AE Wealth Management increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 1.6% in Q1 2026, buying an estimated $1.98K and bringing the position to 1,750 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

AE Wealth Management first reported a position in BBJP in Q1 2022 and has held it in 13 quarters since. The position peaked at $533K in Q2 2022. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

AE Wealth Management held 1,750 shares of JPMorgan BetaBuilders Japan ETF worth $121K as of Q1 2026.
AE Wealth Management bought 28 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $1.98K.
JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1740 holding.
AE Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2022 and has held it in 13 quarters since.
AE Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $533K in Q2 2022.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.