Moneta Group Investment Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Moneta Group Investment 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	$218K	Sell	3,170 -306	-9%	-$21.6K	﹤0.01%	737
2025 Q4	$229K	Hold	3,476	–	–	﹤0.01%	725
2025 Q3	$231K	Sell	3,476 -9	-0.3%	-$575	﹤0.01%	706
2025 Q2	$215K	Buy	+3,485	New	+$203K	﹤0.01%	653

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 $67.7B AUM 51.91% 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

Moneta Group Investment Advisors's BBJP Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 8.8% in Q1 2026, selling an estimated $21.6K and leaving 3,170 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Moneta Group Investment Advisors first reported a position in BBJP in Q2 2025 and has held it in 4 quarters since. The position peaked at $231K in Q3 2025. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

Moneta Group Investment Advisors held 3,170 shares of JPMorgan BetaBuilders Japan ETF worth $218K as of Q1 2026.
Moneta Group Investment Advisors sold 306 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $21.6K.
JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #737 holding.
Moneta Group Investment Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2025 and has held it in 4 quarters since.
Moneta Group Investment Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $231K in Q3 2025.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.