Arete Wealth Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Arete Wealth Advisors’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	–	Sell	-39,108	Closed	-$2.58M	–	357
2025 Q4	$2.58M	Buy	39,108 +5,244	+15%	+$357K	0.16%	135
2025 Q3	$2.25M	Buy	33,864 +24,468	+260%	+$1.56M	0.14%	146
2025 Q2	$580K	Buy	+9,396	New	+$548K	0.04%	370
2024 Q3	–	Sell	-51,758	Closed	-$2.92M	–	716
2024 Q2	$2.92M	Buy	51,758 +30,627	+145%	+$1.72M	0.24%	87
2024 Q1	$1.24M	Buy	+21,131	New	+$1.17M	0.11%	185

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 $67.7B AUM 51.91% 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

Arete Wealth Advisors's BBJP Position: Q1 2026 in Review

Arete Wealth Advisors sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2026, closing a stake of 39,108 shares — an estimated $2.58M sold.

Arete Wealth Advisors first reported a position in BBJP in Q1 2024 and held it in 5 quarters. The position peaked at $2.92M in Q2 2024. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

Arete Wealth Advisors reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 39,108 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $2.58M.
Arete Wealth Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2024 and held it in 5 quarters.
Arete Wealth Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $2.92M in Q2 2024.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.