Ballentine Partners’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Ballentine Partners’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	$1.46M	Buy	19,338 +4,378	+29%	+$323K	0.02%	289
2026 Q1	$1.03M	Sell	14,960 -1,595	-10%	-$113K	0.01%	345
2025 Q4	$1.09M	Buy	16,555 +1,595	+11%	+$109K	0.02%	309
2025 Q3	$992K	Hold	14,960	–	–	0.01%	330
2025 Q2	$924K	Sell	14,960 -2,843	-16%	-$166K	0.01%	340
2025 Q1	$999K	Buy	+17,803	New	+$1M	0.02%	291

Other funds holding BBJP

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

NWM

Nolet Wealth Management Fort Worth, Texas $181M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

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

FWA

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

OWMIAS

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

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

Ballentine Partners's BBJP Position: Q2 2026 in Review

Ballentine Partners increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 29% in Q2 2026, buying an estimated $323K and bringing the position to 19,338 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #289.

Ballentine Partners first reported a position in BBJP in Q1 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

Ballentine Partners held 19,338 shares of JPMorgan BetaBuilders Japan ETF worth $1.46M as of Q2 2026.
Ballentine Partners bought 4,378 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $323K.
JPMorgan BetaBuilders Japan ETF made up 0.02% of Ballentine Partners's portfolio in Q2 2026, its #289 holding.
Ballentine Partners first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2025 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

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