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 Q3	$11.5M	Sell	146,725 -10,216	-7%	-$784K	0.32%	54
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

PSU

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Avidian Wealth Enterprises's BBJP Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 6.5% in Q3 2026, selling an estimated $784K and leaving 146,725 shares worth $11.5M. The position accounts for 0.32% of the portfolio, ranked #54.

Avidian Wealth Enterprises first reported a position in BBJP in Q4 2018 and has held it in 28 quarters since. The position peaked at $16.8M in Q1 2023. 15 funds tracked by Wall St. Rank hold BBJP as of Q3 2026.

Avidian Wealth Enterprises held 146,725 shares of JPMorgan BetaBuilders Japan ETF worth $11.5M as of Q3 2026.
Avidian Wealth Enterprises sold 10,216 JPMorgan BetaBuilders Japan ETF shares in Q3 2026, an estimated $784K.
JPMorgan BetaBuilders Japan ETF made up 0.32% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #54 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2018 and has held it in 28 quarters since.
Avidian Wealth Enterprises's JPMorgan BetaBuilders Japan ETF position peaked at $16.8M in Q1 2023.
15 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.