Blue Trust Inc’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Blue Trust Inc’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 Q3	$11.8K	Sell	192 -1	-0.5%	-$63	﹤0.01%	1653
2026 Q2	$11.6K	Hold	193	–	–	﹤0.01%	1826
2026 Q1	$11.5K	Sell	193 -4	-2%	-$242	﹤0.01%	1800
2025 Q4	$11.1K	Buy	197 +24	+14%	+$1.35K	﹤0.01%	1835
2025 Q3	$9.7K	Hold	173	–	–	﹤0.01%	1861
2025 Q2	$9.43K	Hold	173	–	–	﹤0.01%	1886
2025 Q1	$8.42K	Hold	173	–	–	﹤0.01%	1968
2024 Q4	$8.43K	Sell	173 -34	-16%	-$1.75K	﹤0.01%	1991
2024 Q3	$10K	Sell	207 -434	-68%	-$21.8K	﹤0.01%	2193
2024 Q2	$30.9K	Hold	641	–	–	﹤0.01%	1479
2024 Q1	$30.9K	Buy	641 +585	+1,045%	+$28K	﹤0.01%	1087
2023 Q4	$2K	Buy	56 +9	+19%	+$413	﹤0.01%	2097
2023 Q3	$2K	Buy	+47	New	+$2.21K	﹤0.01%	1792

Other funds holding BBAX

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

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

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Waypoint Wealth Counsel Atlanta, Georgia $172M AUM 30.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc's BBAX Position: Q3 2026 in Review

Blue Trust Inc reduced its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 0.52% in Q3 2026, selling an estimated $63 and leaving 192 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Blue Trust Inc first reported a position in BBAX in Q3 2023 and has held it in 13 quarters since. The position peaked at $30.9K in Q2 2024. 38 funds tracked by Wall St. Rank hold BBAX as of Q3 2026.

Blue Trust Inc held 192 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $11.8K as of Q3 2026.
Blue Trust Inc sold 1 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF share in Q3 2026, an estimated $63.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1653 holding.
Blue Trust Inc first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2023 and has held it in 13 quarters since.
Blue Trust Inc's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $30.9K in Q2 2024.
38 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.