Center for Financial Planning’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Center for Financial Planning’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 Q3	–	Sell	-3	Closed	-$164	–	664
2025 Q2	$164	Buy	+3	New	+$154	﹤0.01%	625
2022 Q1	–	Sell	-196	Closed	-$11K	–	537
2021 Q4	$11K	Buy	196 +168	+600%	+$9.31K	﹤0.01%	363
2021 Q3	$2K	Hold	28	–	–	﹤0.01%	449
2021 Q2	$2K	Buy	+28	New	+$1.66K	﹤0.01%	453

Other funds holding BBAX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

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

SQA

Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Center for Financial Planning's BBAX Position: Q3 2025 in Review

Center for Financial Planning sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q3 2025, closing a stake of 3 shares — an estimated $164 sold.

Center for Financial Planning first reported a position in BBAX in Q2 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 112 funds tracked by Wall St. Rank hold BBAX as of Q3 2025.

Center for Financial Planning reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q3 2025 after selling out during the quarter.
Center for Financial Planning sold 3 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q3 2025, an estimated $164.
Center for Financial Planning first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q2 2021 and held it in 4 quarters.
Center for Financial Planning's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $11K in Q4 2021.
112 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.