Marshall & Sterling Wealth Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Marshall & Sterling 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	–	Sell	-40	Closed	-$2.64K	–	348
2025 Q4	$2.64K	Buy	40 +2	+5%	+$136	﹤0.01%	288
2025 Q3	$2.52K	Sell	38 -559	-94%	-$35.7K	﹤0.01%	550
2025 Q2	$36.8K	Sell	597 -34,103	-98%	-$1.99M	0.02%	195
2025 Q1	$1.95M	Buy	34,700 +226	+0.7%	+$12.7K	1.32%	19
2024 Q4	$1.89M	Buy	+34,474	New	+$1.97M	1.31%	19

Other funds holding BBJP

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

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

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

1CP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors's BBJP Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2026, closing a stake of 40 shares — an estimated $2.64K sold.

Marshall & Sterling Wealth Advisors first reported a position in BBJP in Q4 2024 and held it in 5 quarters. The position peaked at $1.95M in Q1 2025. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

Marshall & Sterling Wealth Advisors reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2026 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 40 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $2.64K.
Marshall & Sterling Wealth Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2024 and held it in 5 quarters.
Marshall & Sterling Wealth Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $1.95M in Q1 2025.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.