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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

SQA

Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Icon Wealth Advisors's BBAX Position: Q1 2026 in Review

Icon Wealth Advisors increased its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 0.03% in Q1 2026, buying an estimated $121 and bringing the position to 7,363 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #268.

Icon Wealth Advisors first reported a position in BBAX in Q3 2022 and has held it in 11 quarters since. 151 funds tracked by Wall St. Rank hold BBAX as of Q1 2026.

Icon Wealth Advisors held 7,363 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $445K as of Q1 2026.
Icon Wealth Advisors bought 2 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q1 2026, an estimated $121.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #268 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 11 quarters since.
151 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.