Kovitz Investment Group Partners’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-4,723	Closed	-$313K	–	531
2025 Q3	$313K	Sell	4,723 -118	-2%	-$7.54K	﹤0.01%	1183
2025 Q2	$299K	Sell	4,841 -356	-7%	-$20.8K	﹤0.01%	1141
2025 Q1	$292K	Buy	5,197 +1,033	+25%	+$58K	﹤0.01%	1061
2024 Q4	$229K	Buy	+4,164	New	+$238K	﹤0.01%	1126

Other funds holding BBJP

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Kovitz Investment Group Partners's BBJP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2025, closing a stake of 4,723 shares — an estimated $313K sold.

Kovitz Investment Group Partners first reported a position in BBJP in Q4 2024 and held it in 4 quarters. The position peaked at $313K in Q3 2025. 270 funds tracked by Wall St. Rank hold BBJP as of Q4 2025.

Kovitz Investment Group Partners reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 4,723 JPMorgan BetaBuilders Japan ETF shares in Q4 2025, an estimated $313K.
Kovitz Investment Group Partners first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's JPMorgan BetaBuilders Japan ETF position peaked at $313K in Q3 2025.
270 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.