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EP Wealth Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

EP Wealth Advisors’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 		$299K Buy
3,970
+647
+19% +$47.7K ﹤0.01% 1298
2026
Q1 		$229K Buy
+3,323
New +$235K ﹤0.01% 1330
2025
Q2 		$162K Buy
2,618
+129
+5% +$7.52K ﹤0.01% 1306
2025
Q1 		$140K Sell
2,489
-1,492
-37% -$83.8K ﹤0.01% 1201
2024
Q4 		$219K Buy
3,981
+796
+25% +$45.5K ﹤0.01% 1028
2024
Q3 		$189K Buy
+3,185
New +$183K ﹤0.01% 1059

Other funds holding BBJP

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
IL
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

EP Wealth Advisors's BBJP Position: Q2 2026 in Review

EP Wealth Advisors increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 19% in Q2 2026, buying an estimated $47.7K and bringing the position to 3,970 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

EP Wealth Advisors first reported a position in BBJP in Q3 2024 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

  • EP Wealth Advisors held 3,970 shares of JPMorgan BetaBuilders Japan ETF worth $299K as of Q2 2026.
  • EP Wealth Advisors bought 647 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $47.7K.
  • JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1298 holding.
  • EP Wealth Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2024 and has held it in 6 quarters since.
  • 260 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

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