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 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 $1.56T 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

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

Icon Wealth Advisors held its JPMorgan BetaBuilders Japan ETF (BBJP) position steady in Q1 2026 at 11,396 shares worth $804K. The position accounts for 0.05% of the portfolio, ranked #195.

Icon Wealth Advisors first reported a position in BBJP in Q3 2022 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

Icon Wealth Advisors held 11,396 shares of JPMorgan BetaBuilders Japan ETF worth $804K as of Q1 2026.
Icon Wealth Advisors left its JPMorgan BetaBuilders Japan ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders Japan ETF made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #195 holding.
Icon Wealth Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2022 and has held it in 11 quarters since.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

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