Circle Wealth Management’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Circle Wealth Management’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 Q2	$790K	Buy	13,189 +307	+2%	+$18.9K	0.01%	171
2026 Q1	$766K	Buy	12,882 +2,340	+22%	+$141K	0.01%	167
2025 Q4	$594K	Buy	10,542 +671	+7%	+$37.7K	0.01%	173
2025 Q3	$556K	Hold	9,871	–	–	0.01%	164
2025 Q2	$538K	Hold	9,871	–	–	0.01%	163
2025 Q1	$480K	Buy	+9,871	New	+$491K	0.01%	164

Other funds holding BBAX

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

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

Jupiter Topco New York $245B AUM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Circle Wealth Management's BBAX Position: Q2 2026 in Review

Circle Wealth Management increased its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 2.4% in Q2 2026, buying an estimated $18.9K and bringing the position to 13,189 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #171.

Circle Wealth Management first reported a position in BBAX in Q1 2025 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold BBAX as of Q2 2026.

Circle Wealth Management held 13,189 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $790K as of Q2 2026.
Circle Wealth Management bought 307 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2026, an estimated $18.9K.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #171 holding.
Circle Wealth Management first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q1 2025 and has held it in 6 quarters since.
142 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.