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

Evercore 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
2025
Q4 		– Sell
-3,403
Closed -$226K – 423
2025
Q3 		$226K Hold
3,403
– – ﹤0.01% 380
2025
Q2 		$210K Buy
+3,403
New +$198K ﹤0.01% 383

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Evercore Wealth Management's BBJP Position: Q4 2025 in Review

Evercore Wealth Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2025, closing a stake of 3,403 shares — an estimated $226K sold.

Evercore Wealth Management first reported a position in BBJP in Q2 2025 and held it in 2 quarters. The position peaked at $226K in Q3 2025. 270 funds tracked by Wall St. Rank hold BBJP as of Q4 2025.

  • Evercore Wealth Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2025 after selling out during the quarter.
  • Evercore Wealth Management sold 3,403 JPMorgan BetaBuilders Japan ETF shares in Q4 2025, an estimated $226K.
  • Evercore Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2025 and held it in 2 quarters.
  • Evercore Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $226K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2025.

Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.