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

Caldwell Trust’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
2025
Q4 		– Sell
-287
Closed -$16.2K – 756
2025
Q3 		$16.2K Hold
287
– – ﹤0.01% 590
2025
Q2 		$15.6K Buy
+287
New +$14.7K ﹤0.01% 589
2024
Q2 		– Sell
-152
Closed -$7.32K – 694
2024
Q1 		$7.32K Buy
+152
New +$7.28K ﹤0.01% 638

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SQA
Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caldwell Trust's BBAX Position: Q4 2025 in Review

Caldwell Trust sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q4 2025, closing a stake of 287 shares — an estimated $16.2K sold.

Caldwell Trust first reported a position in BBAX in Q1 2024 and held it in 3 quarters. The position peaked at $16.2K in Q3 2025. 138 funds tracked by Wall St. Rank hold BBAX as of Q4 2025.

  • Caldwell Trust reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 287 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q4 2025, an estimated $16.2K.
  • Caldwell Trust first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q1 2024 and held it in 3 quarters.
  • Caldwell Trust's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $16.2K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.