Horizon Family Wealth’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Horizon Family Wealth’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	$208K	Buy	+2,764	New	+$204K	0.1%	90
2024 Q4	–	Sell	-9,270	Closed	-$550K	–	82
2024 Q3	$550K	Buy	9,270 +123	+1%	+$7.08K	0.39%	39
2024 Q2	$516K	Buy	9,147 +2,141	+31%	+$120K	0.39%	38
2024 Q1	$410K	Buy	7,006 +263	+4%	+$14.6K	0.32%	43
2023 Q4	$354K	Buy	6,743 +1,304	+24%	+$66.3K	0.3%	41
2023 Q3	$273K	Buy	5,439 +341	+7%	+$17.5K	0.26%	50
2023 Q2	$263K	Buy	+5,098	New	+$254K	0.25%	51

Other funds holding BBJP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Horizon Family Wealth's BBJP Position: Q2 2026 in Review

Horizon Family Wealth opened a new position in JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2026: 2,764 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #90 among its holdings. This is a return to the name: Horizon Family Wealth previously reported a position in BBJP as recently as Q3 2024.

Horizon Family Wealth first reported a position in BBJP in Q2 2023 and has held it in 7 quarters since. The position peaked at $550K in Q3 2024. 261 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

Horizon Family Wealth held 2,764 shares of JPMorgan BetaBuilders Japan ETF worth $208K as of Q2 2026.
JPMorgan BetaBuilders Japan ETF was a new Horizon Family Wealth position in Q2 2026.
JPMorgan BetaBuilders Japan ETF made up 0.1% of Horizon Family Wealth's portfolio in Q2 2026, its #90 holding.
Horizon Family Wealth first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2023 and has held it in 7 quarters since.
Horizon Family Wealth's JPMorgan BetaBuilders Japan ETF position peaked at $550K in Q3 2024.
261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.