IEQ Capital’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

IEQ Capital’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 Q3	$327K	Buy	5,296 +460	+10%	+$29.1K	﹤0.01%	1563
2026 Q2	$290K	Buy	4,836 +2	+0%	+$123	﹤0.01%	1660
2026 Q1	$287K	Buy	4,834 +752	+18%	+$45.5K	﹤0.01%	1531
2025 Q4	$230K	Sell	4,082 -272	-6%	-$15.3K	﹤0.01%	1651
2025 Q3	$245K	Sell	4,354 -151	-3%	-$8.45K	﹤0.01%	1604
2025 Q2	$246K	Buy	+4,505	New	+$231K	﹤0.01%	1508

Other funds holding BBAX

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

IEQ Capital's BBAX Position: Q3 2026 in Review

IEQ Capital increased its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 9.5% in Q3 2026, buying an estimated $29.1K and bringing the position to 5,296 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

IEQ Capital first reported a position in BBAX in Q2 2025 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold BBAX as of Q3 2026.

IEQ Capital held 5,296 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $327K as of Q3 2026.
IEQ Capital bought 460 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q3 2026, an estimated $29.1K.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1563 holding.
IEQ Capital first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q2 2025 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.