AWE
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Avidian Wealth Enterprises’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Avidian Wealth Enterprises’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 		$11.8M Buy
156,941
+2,081
+1% +$153K 0.33% 54
2026
Q1 		$10.7M Sell
154,860
-58,561
-27% -$4.14M 0.34% 52
2025
Q4 		$14.1M Buy
213,421
+7,779
+4% +$529K 0.51% 36
2025
Q3 		$13.6M Buy
205,642
+1,136
+0.6% +$72.6K 0.51% 34
2025
Q2 		$12.6M Buy
204,506
+1,131
+0.6% +$66K 0.51% 37
2025
Q1 		$11.4M Buy
203,375
+3,907
+2% +$220K 0.51% 40
2024
Q4 		$10.9M Buy
199,468
+4,795
+2% +$274K 0.49% 37
2024
Q3 		$11.5M Buy
194,673
+3,193
+2% +$184K 0.52% 37
2024
Q2 		$10.8M Buy
191,480
+5,025
+3% +$282K 0.45% 38
2024
Q1 		$10.9M Sell
186,455
-29,880
-14% -$1.66M 0.53% 36
2023
Q4 		$11.4M Sell
216,335
-126
-0.1% -$6.4K 0.7% 31
2023
Q3 		$10.9M Sell
216,461
-31,095
-13% -$1.6M 0.77% 30
2023
Q2 		$12.8M Sell
247,556
-99,517
-29% -$4.96M 0.84% 25
2023
Q1 		$16.8M Buy
347,073
+37,729
+12% +$1.77M 0.92% 23
2022
Q4 		$13.9M Sell
309,344
-30,169
-9% -$1.32M 0.9% 27
2022
Q3 		$13.9M Buy
339,513
+221,228
+187% +$9.89M 1% 25
2022
Q2 		$5.21M Buy
118,285
+3,723
+3% +$174K 0.37% 53
2022
Q1 		$5.81M Buy
114,562
+1,188
+1% +$62.1K 0.36% 56
2021
Q4 		$6.25M Buy
113,374
+4,416
+4% +$252K 0.39% 48
2021
Q3 		$6.4M Buy
108,958
+6,755
+7% +$391K 0.49% 38
2021
Q2 		$5.77M Buy
102,203
+8,180
+9% +$466K 0.44% 42
2021
Q1 		$5.36M Sell
94,023
-22,712
-19% -$1.3M 0.46% 41
2020
Q4 		$6.54M Sell
116,735
-52,007
-31% -$2.73M 0.62% 39
2020
Q3 		$8.33M Sell
168,742
-23,950
-12% -$1.15M 0.94% 24
2020
Q2 		$8.84M Buy
192,692
+182,191
+1,735% +$8.01M 1.19% 19
2020
Q1 		$430K Buy
+10,501
New +$478K 0.07% 120
2019
Q1 		– Sell
-7,099
Closed -$300K – 136
2018
Q4 		$300K Buy
+7,099
New +$323K 0.1% 66

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IL
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
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 $249M AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Avidian Wealth Enterprises's BBJP Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 1.3% in Q2 2026, buying an estimated $153K and bringing the position to 156,941 shares worth $11.8M. The position accounts for 0.33% of the portfolio, ranked #54.

Avidian Wealth Enterprises first reported a position in BBJP in Q4 2018 and has held it in 27 quarters since. The position peaked at $16.8M in Q1 2023. 260 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

  • Avidian Wealth Enterprises held 156,941 shares of JPMorgan BetaBuilders Japan ETF worth $11.8M as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,081 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $153K.
  • JPMorgan BetaBuilders Japan ETF made up 0.33% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #54 holding.
  • Avidian Wealth Enterprises first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2018 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's JPMorgan BetaBuilders Japan ETF position peaked at $16.8M in Q1 2023.
  • 260 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.