Lockerman Financial Group’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Lockerman Financial Group’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 Q3	$313K	Buy	+3,984	New	+$306K	0.45%	61

Other funds holding BBJP

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Evansbrook Bolingbrook, Illinois $171M AUM 22.74% 1-Year Est. Return

Lockerman Financial Group's BBJP Position: Q3 2026 in Review

Lockerman Financial Group opened a new position in JPMorgan BetaBuilders Japan ETF (BBJP) in Q3 2026: 3,984 shares worth $313K. The stake represents 0.45% of the portfolio and ranks #61 among its holdings.

72 funds tracked by Wall St. Rank hold BBJP as of Q3 2026.

Lockerman Financial Group held 3,984 shares of JPMorgan BetaBuilders Japan ETF worth $313K as of Q3 2026.
JPMorgan BetaBuilders Japan ETF was a new Lockerman Financial Group position in Q3 2026.
JPMorgan BetaBuilders Japan ETF made up 0.45% of Lockerman Financial Group's portfolio in Q3 2026, its #61 holding.
72 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.