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

HB 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	$823K	Buy	11,941 +5,970	+100%	+$422K	0.01%	746
2025 Q4	$394K	Buy	+5,971	New	+$406K	﹤0.01%	998
2025 Q3	–	Sell	-7,341	Closed	-$454K	–	1348
2025 Q2	$454K	Buy	+7,341	New	+$428K	﹤0.01%	779
2022 Q3	–	Sell	-24,521	Closed	-$1.08M	–	582
2022 Q2	$1.08M	Buy	24,521 +80	+0.3%	+$3.73K	0.02%	243
2022 Q1	$1.24M	Hold	24,441	–	–	0.02%	242
2021 Q4	$1.35M	Buy	+24,441	New	+$1.39M	0.03%	201

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

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

HB Wealth Management increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 100% in Q1 2026, buying an estimated $422K and bringing the position to 11,941 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #746.

HB Wealth Management first reported a position in BBJP in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2021. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

HB Wealth Management held 11,941 shares of JPMorgan BetaBuilders Japan ETF worth $823K as of Q1 2026.
HB Wealth Management bought 5,970 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $422K.
JPMorgan BetaBuilders Japan ETF made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #746 holding.
HB Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2021 and has held it in 6 quarters since.
HB Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $1.35M in Q4 2021.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.