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COMPASS FINANCIAL MANAGEMENT LLC’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$22.5K Buy
+376
New +$23.1K ﹤0.01% 871

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BBAX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q2 2026: 376 shares worth $22.5K. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings.

117 funds tracked by Wall St. Rank hold BBAX as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 376 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $22.5K as of Q2 2026.
  • JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #871 holding.
  • 117 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.