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 Q2	$143K	Buy	1,896 +146	+8%	+$10.8K	﹤0.01%	1817
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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AE Wealth Management's BBJP Position: Q2 2026 in Review

AE Wealth Management increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 8.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 1,896 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

AE Wealth Management first reported a position in BBJP in Q1 2022 and has held it in 14 quarters since. The position peaked at $533K in Q2 2022. 261 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

AE Wealth Management held 1,896 shares of JPMorgan BetaBuilders Japan ETF worth $143K as of Q2 2026.
AE Wealth Management bought 146 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $10.8K.
JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1817 holding.
AE Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2022 and has held it in 14 quarters since.
AE Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $533K in Q2 2022.
261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.