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

Exencial 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 Q1	$4.01M	Buy	58,211 +5,067	+10%	+$358K	0.12%	161
2025 Q4	$3.5M	Buy	53,144 +2,751	+5%	+$187K	0.11%	171
2025 Q3	$3.34M	Buy	50,393 +2,821	+6%	+$180K	0.11%	168
2025 Q2	$2.94M	Sell	47,572 -462	-1%	-$26.9K	0.1%	181
2025 Q1	$2.7M	Buy	48,034 +4,636	+11%	+$260K	0.1%	185
2024 Q4	$2.38M	Buy	43,398 +696	+2%	+$39.7K	0.09%	194
2024 Q3	$2.53M	Buy	+42,702	New	+$2.46M	0.09%	194

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

Exencial Wealth Advisors's BBJP Position: Q1 2026 in Review

Exencial Wealth Advisors increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 9.5% in Q1 2026, buying an estimated $358K and bringing the position to 58,211 shares worth $4.01M. The position accounts for 0.12% of the portfolio, ranked #161.

Exencial Wealth Advisors first reported a position in BBJP in Q3 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

Exencial Wealth Advisors held 58,211 shares of JPMorgan BetaBuilders Japan ETF worth $4.01M as of Q1 2026.
Exencial Wealth Advisors bought 5,067 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $358K.
JPMorgan BetaBuilders Japan ETF made up 0.12% of Exencial Wealth Advisors's portfolio in Q1 2026, its #161 holding.
Exencial Wealth Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2024 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.