LM Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

LM 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	$5.24K	Buy	360 +14	+4%	+$989	0.08%	125
2025 Q4	$5.24K	Sell	346 -4,898	-93%	-$333K	0.09%	122
2025 Q3	$348K	Hold	5,244	–	–	0.05%	152
2025 Q2	$324K	Hold	5,244	–	–	0.04%	151
2025 Q1	$294K	Buy	5,244 +1,175	+29%	+$66K	0.05%	183
2024 Q4	$223K	Buy	+4,069	New	+$232K	0.04%	182
2024 Q3	–	Sell	-6,069	Closed	-$230K	–	174
2024 Q2	$230K	Hold	6,069	–	–	﹤0.01%	173
2024 Q1	$238K	Buy	+6,069	New	+$337K	0.04%	192

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

LM Advisors's BBJP Position: Q1 2026 in Review

LM Advisors increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 4% in Q1 2026, buying an estimated $989 and bringing the position to 360 shares worth $5.24K. The position accounts for 0.08% of the portfolio, ranked #125.

LM Advisors first reported a position in BBJP in Q1 2024 and has held it in 8 quarters since. The position peaked at $348K in Q3 2025. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

LM Advisors held 360 shares of JPMorgan BetaBuilders Japan ETF worth $5.24K as of Q1 2026.
LM Advisors bought 14 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $989.
JPMorgan BetaBuilders Japan ETF made up 0.08% of LM Advisors's portfolio in Q1 2026, its #125 holding.
LM Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2024 and has held it in 8 quarters since.
LM Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $348K in Q3 2025.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.