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

Icon 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 Q2	$781K	Sell	10,372 -1,024	-9%	-$75.5K	0.05%	215
2026 Q1	$804K	Hold	11,396	–	–	0.05%	195
2025 Q4	$751K	Buy	11,396 +16	+0.1%	+$1.09K	0.05%	205
2025 Q3	$755K	Buy	11,380 +71	+0.6%	+$4.54K	0.05%	209
2025 Q2	$699K	Buy	11,309 +230	+2%	+$13.4K	0.05%	212
2025 Q1	$622K	Hold	11,079	–	–	0.05%	192
2024 Q4	$608K	Sell	11,079 -843	-7%	-$48.1K	0.05%	193
2024 Q3	$707K	Buy	+11,922	New	+$686K	0.06%	174
2024 Q2	–	Sell	-12,070	Closed	-$707K	–	440
2024 Q1	$707K	Hold	12,070	–	–	0.07%	167
2023 Q4	$634K	Buy	+12,070	New	+$613K	0.07%	163
2022 Q4	$431K	Hold	9,588	–	–	0.05%	205
2022 Q3	$391K	Buy	+9,588	New	+$429K	0.05%	203

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

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

Icon Wealth Advisors reduced its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 9% in Q2 2026, selling an estimated $75.5K and leaving 10,372 shares worth $781K. The position accounts for 0.05% of the portfolio, ranked #215.

Icon Wealth Advisors first reported a position in BBJP in Q3 2022 and has held it in 12 quarters since. The position peaked at $804K in Q1 2026. 262 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

Icon Wealth Advisors held 10,372 shares of JPMorgan BetaBuilders Japan ETF worth $781K as of Q2 2026.
Icon Wealth Advisors sold 1,024 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $75.5K.
JPMorgan BetaBuilders Japan ETF made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #215 holding.
Icon Wealth Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $804K in Q1 2026.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

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