Dakota Wealth Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Dakota Wealth Management’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	$448K	Sell	6,505 -65	-1%	-$4.59K	0.01%	570
2025 Q4	$433K	Buy	6,570 +155	+2%	+$10.5K	0.01%	581
2025 Q3	$425K	Buy	6,415 +700	+12%	+$44.7K	0.01%	507
2025 Q2	$353K	Buy	5,715 +30	+0.5%	+$1.75K	0.01%	579
2025 Q1	$319K	Hold	5,685	–	–	0.01%	596
2024 Q4	$312K	Hold	5,685	–	–	0.01%	598
2024 Q3	$337K	Buy	5,685 +50	+0.9%	+$2.88K	0.01%	573
2024 Q2	$318K	Hold	5,635	–	–	0.01%	573
2024 Q1	$330K	Sell	5,635 -15	-0.3%	-$833	0.01%	568
2023 Q4	$297K	Hold	5,650	–	–	0.01%	523
2023 Q3	$284K	Hold	5,650	–	–	0.01%	503
2023 Q2	$291K	Hold	5,650	–	–	0.01%	485
2023 Q1	$273K	Buy	5,650 +1,005	+22%	+$47.2K	0.02%	486
2022 Q4	$209K	Buy	+4,645	New	+$204K	0.01%	540

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

Dakota Wealth Management's BBJP Position: Q1 2026 in Review

Dakota Wealth Management reduced its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 0.99% in Q1 2026, selling an estimated $4.59K and leaving 6,505 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #570.

Dakota Wealth Management first reported a position in BBJP in Q4 2022 and has held it in 14 quarters since. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

Dakota Wealth Management held 6,505 shares of JPMorgan BetaBuilders Japan ETF worth $448K as of Q1 2026.
Dakota Wealth Management sold 65 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $4.59K.
JPMorgan BetaBuilders Japan ETF made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #570 holding.
Dakota Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2022 and has held it in 14 quarters since.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.