Center for Financial Planning’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Center for Financial Planning’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 Q1	$10.1K	Hold	147	–	–	﹤0.01%	492
2025 Q4	$9.69K	Hold	147	–	–	﹤0.01%	495
2025 Q3	$9.75K	Sell	147 -5	-3%	-$319	﹤0.01%	492
2025 Q2	$9.39K	Buy	+152	New	+$8.87K	﹤0.01%	467
2022 Q1	–	Sell	-271	Closed	-$15K	–	540
2021 Q4	$15K	Buy	+271	New	+$15.5K	﹤0.01%	338
2021 Q3	–	Sell	-83	Closed	-$5K	–	494
2021 Q2	$5K	Buy	+83	New	+$4.73K	﹤0.01%	414

Other funds holding BBJP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Center for Financial Planning's BBJP Position: Q1 2026 in Review

Center for Financial Planning held its JPMorgan BetaBuilders Japan ETF (BBJP) position steady in Q1 2026 at 147 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Center for Financial Planning first reported a position in BBJP in Q2 2021 and has held it in 6 quarters since. The position peaked at $15K in Q4 2021. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

Center for Financial Planning held 147 shares of JPMorgan BetaBuilders Japan ETF worth $10.1K as of Q1 2026.
Center for Financial Planning left its JPMorgan BetaBuilders Japan ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #492 holding.
Center for Financial Planning first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2021 and has held it in 6 quarters since.
Center for Financial Planning's JPMorgan BetaBuilders Japan ETF position peaked at $15K in Q4 2021.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.