Alvarez & Marsal Private Wealth Partners’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Alvarez & Marsal Private Wealth Partners’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,012	Closed	-$395K	–	179
2025 Q4	$395K	Buy	+7,012	New	+$394K	0.08%	59

Other funds holding BBAX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's BBAX Position: Q1 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q1 2026, closing a stake of 7,012 shares — an estimated $395K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in BBAX in Q4 2025 and held it in 1 quarter. The position peaked at $395K in Q4 2025. 151 funds tracked by Wall St. Rank hold BBAX as of Q1 2026.

Alvarez & Marsal Private Wealth Partners reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q1 2026 after selling out during the quarter.
Alvarez & Marsal Private Wealth Partners sold 7,012 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q1 2026, an estimated $395K.
Alvarez & Marsal Private Wealth Partners first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2025 and held it in 1 quarter.
Alvarez & Marsal Private Wealth Partners's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $395K in Q4 2025.
151 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.