Icon Wealth Advisors’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Icon Wealth Advisors’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$441K	Buy	7,365 +2	+0%	+$123	0.03%	288
2026 Q1	$445K	Buy	7,363 +2	+0%	+$121	0.03%	268
2025 Q4	$414K	Buy	7,361 +1	+0%	+$56	0.03%	275
2025 Q3	$415K	Buy	7,360 +41	+0.6%	+$2.29K	0.03%	276
2025 Q2	$399K	Buy	7,319 +149	+2%	+$7.63K	0.03%	276
2025 Q1	$349K	Hold	7,170	–	–	0.03%	275
2024 Q4	$350K	Sell	7,170 -118	-2%	-$6.08K	0.03%	274
2024 Q3	$394K	Buy	+7,288	New	+$366K	0.03%	245
2024 Q2	–	Sell	-7,489	Closed	-$361K	–	437
2024 Q1	$361K	Hold	7,489	–	–	0.03%	246
2023 Q4	$371K	Buy	+7,489	New	+$344K	0.04%	234
2022 Q4	$317K	Hold	6,482	–	–	0.04%	243
2022 Q3	$274K	Buy	+6,482	New	+$309K	0.03%	254

Other funds holding BBAX

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Icon Wealth Advisors's BBAX Position: Q2 2026 in Review

Icon Wealth Advisors increased its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 0.03% in Q2 2026, buying an estimated $123 and bringing the position to 7,365 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #288.

Icon Wealth Advisors first reported a position in BBAX in Q3 2022 and has held it in 12 quarters since. The position peaked at $445K in Q1 2026. 141 funds tracked by Wall St. Rank hold BBAX as of Q2 2026.

Icon Wealth Advisors held 7,365 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $441K as of Q2 2026.
Icon Wealth Advisors bought 2 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2026, an estimated $123.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #288 holding.
Icon Wealth Advisors first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $445K in Q1 2026.
141 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.