BWM
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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

ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 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. 27 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.
  • 27 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.