Montgomery Financial Services’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Montgomery Financial Services’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 Q2	$4.97K	Buy	+66	New	+$4.87K	﹤0.01%	227

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

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

PSU

Pennsylvania State University University Park, Pennsylvania $249M AUM

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Montgomery Financial Services's BBJP Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2026: 66 shares worth $4.97K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings.

250 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

Montgomery Financial Services held 66 shares of JPMorgan BetaBuilders Japan ETF worth $4.97K as of Q2 2026.
JPMorgan BetaBuilders Japan ETF was a new Montgomery Financial Services position in Q2 2026.
JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #227 holding.
250 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.