Morton Capital Management’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Morton Capital Management’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$241K	Buy	4,023 +103	+3%	+$6.33K	0.03%	137
2026 Q1	$233K	Buy	3,920 +145	+4%	+$8.77K	0.03%	118
2025 Q4	$213K	Hold	3,775	–	–	0.03%	124
2025 Q3	$213K	Buy	+3,775	New	+$211K	0.03%	124

Other funds holding BBAX

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

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

Morton Capital Management's BBAX Position: Q2 2026 in Review

Morton Capital Management increased its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 2.6% in Q2 2026, buying an estimated $6.33K and bringing the position to 4,023 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #137.

Morton Capital Management first reported a position in BBAX in Q3 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold BBAX as of Q2 2026.

Morton Capital Management held 4,023 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $241K as of Q2 2026.
Morton Capital Management bought 103 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2026, an estimated $6.33K.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #137 holding.
Morton Capital Management first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2025 and has held it in 4 quarters since.
142 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.