Ballentine Partners’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Ballentine 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 Q2	$505K	Buy	8,435 +2,001	+31%	+$123K	0.01%	563
2026 Q1	$383K	Hold	6,434	–	–	0.01%	624
2025 Q4	$362K	Hold	6,434	–	–	0.01%	636
2025 Q3	$362K	Hold	6,434	–	–	0.01%	626
2025 Q2	$351K	Sell	6,434 -1,702	-21%	-$87.1K	0.01%	621
2025 Q1	$396K	Buy	+8,136	New	+$405K	0.01%	523

Other funds holding BBAX

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

NWM

Nolet Wealth Management Fort Worth, Texas $181M AUM

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Ballentine Partners's BBAX Position: Q2 2026 in Review

Ballentine Partners increased its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 31% in Q2 2026, buying an estimated $123K and bringing the position to 8,435 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #563.

Ballentine Partners first reported a position in BBAX in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold BBAX as of Q2 2026.

Ballentine Partners held 8,435 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $505K as of Q2 2026.
Ballentine Partners bought 2,001 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2026, an estimated $123K.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #563 holding.
Ballentine Partners first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q1 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.