Cerity Partners’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Cerity Partners’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	$2.7M	Buy	35,909 +217	+0.6%	+$16K	﹤0.01%	1412
2026 Q1	$2.46M	Sell	35,692 -46,115	-56%	-$3.26M	﹤0.01%	1369
2025 Q4	$5.39M	Buy	81,807 +1,981	+2%	+$135K	0.01%	888
2025 Q3	$5.29M	Buy	79,826 +30,759	+63%	+$1.96M	0.01%	831
2025 Q2	$3.03M	Buy	49,067 +37,303	+317%	+$2.18M	0.01%	1032
2025 Q1	$660K	Buy	11,764 +2,395	+26%	+$135K	﹤0.01%	1620
2024 Q4	$514K	Buy	+9,369	New	+$535K	﹤0.01%	1743
2024 Q3	–	Sell	-5,176	Closed	-$292K	–	2538
2024 Q2	$292K	Buy	5,176 +1,611	+45%	+$90.5K	﹤0.01%	1836
2024 Q1	$208K	Sell	3,565 -1,317	-27%	-$73.1K	﹤0.01%	2095
2023 Q4	$257K	Buy	+4,882	New	+$248K	﹤0.01%	1603
2023 Q2	–	Sell	-5,573	Closed	-$269K	–	1668
2023 Q1	$269K	Buy	5,573 +692	+14%	+$32.5K	﹤0.01%	1581
2022 Q4	$219K	Buy	+4,881	New	+$214K	﹤0.01%	1292
2021 Q1	–	Sell	-6,337	Closed	-$355K	–	697
2020 Q4	$355K	Hold	6,337	–	–	0.01%	480
2020 Q3	$313K	Hold	6,337	–	–	0.01%	397
2020 Q2	$291K	Buy	+6,337	New	+$279K	0.02%	355

Other funds holding BBJP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PSU

Pennsylvania State University University Park, Pennsylvania $249M AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners's BBJP Position: Q2 2026 in Review

Cerity Partners increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 0.61% in Q2 2026, buying an estimated $16K and bringing the position to 35,909 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Cerity Partners first reported a position in BBJP in Q2 2020 and has held it in 15 quarters since. The position peaked at $5.39M in Q4 2025. 260 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

Cerity Partners held 35,909 shares of JPMorgan BetaBuilders Japan ETF worth $2.7M as of Q2 2026.
Cerity Partners bought 217 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $16K.
JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1412 holding.
Cerity Partners first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2020 and has held it in 15 quarters since.
Cerity Partners's JPMorgan BetaBuilders Japan ETF position peaked at $5.39M in Q4 2025.
260 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.