BigSur Wealth Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

BigSur Wealth Management’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	$7.3M	Sell	96,920 -840	-0.9%	-$61.9K	1.76%	14
2026 Q1	$6.74M	Sell	97,760 -6,195	-6%	-$437K	1.89%	10
2025 Q4	$6.85M	Buy	103,955 +3,865	+4%	+$263K	1.66%	15
2025 Q3	$6.64M	Sell	100,090 -11,500	-10%	-$735K	1.63%	13
2025 Q2	$6.89M	Buy	111,590 +3,000	+3%	+$175K	1.74%	13
2025 Q1	$6.1M	Buy	108,590 +8,885	+9%	+$499K	1.65%	12
2024 Q4	$5.47M	Sell	99,705 -1,350	-1%	-$77.1K	1.56%	15
2024 Q3	$5.99M	Buy	101,055 +6,050	+6%	+$348K	1.65%	13
2024 Q2	$5.36M	Buy	95,005 +10,400	+12%	+$585K	1.64%	12
2024 Q1	$4.95M	Buy	+84,605	New	+$4.7M	1.55%	15

Other funds holding BBJP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BigSur Wealth Management's BBJP Position: Q2 2026 in Review

BigSur Wealth Management reduced its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 0.86% in Q2 2026, selling an estimated $61.9K and leaving 96,920 shares worth $7.3M. The position accounts for 1.76% of the portfolio, ranked #14.

BigSur Wealth Management first reported a position in BBJP in Q1 2024 and has held it in 10 quarters since. 262 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

BigSur Wealth Management held 96,920 shares of JPMorgan BetaBuilders Japan ETF worth $7.3M as of Q2 2026.
BigSur Wealth Management sold 840 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $61.9K.
JPMorgan BetaBuilders Japan ETF made up 1.76% of BigSur Wealth Management's portfolio in Q2 2026, its #14 holding.
BigSur Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2024 and has held it in 10 quarters since.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.