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Mount Lucas Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Mount Lucas Management’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 		$3.86M Sell
56,017
-2,717
-5% -$192K 1.43% 11
2025
Q4 		$3.87M Buy
58,734
+1,860
+3% +$127K 1.55% 7
2025
Q3 		$3.77M Sell
56,874
-286
-0.5% -$18.3K 1.55% 7
2025
Q2 		$3.53M Sell
57,160
-5,738
-9% -$335K 1.51% 10
2025
Q1 		$3.53M Buy
62,898
+41,388
+192% +$2.33M 1.14% 12
2024
Q4 		$1.18M Sell
21,510
-35,881
-63% -$2.05M 0.41% 60
2024
Q3 		$3.4M Buy
57,391
+1,176
+2% +$67.7K 1.16% 11
2024
Q2 		$3.17M Sell
56,215
-2,639
-4% -$148K 0.91% 24
2024
Q1 		$3.45M Sell
58,854
-4,552
-7% -$253K 0.94% 20
2023
Q4 		$3.33M Sell
63,406
-1,062
-2% -$54K 0.96% 24
2023
Q3 		$3.24M Sell
64,468
-59
-0.1% -$3.04K 1.14% 16
2023
Q2 		$3.33M Sell
64,527
-7,127
-10% -$355K 1.11% 15
2023
Q1 		$3.47M Buy
+71,654
New +$3.36M 0.92% 23
2022
Q2 		– Sell
-176,638
Closed -$8.96M – 95
2022
Q1 		$8.96M Buy
+176,638
New +$9.24M 2.61% 5
2021
Q4 		– Sell
-6,384
Closed -$375K – 131
2021
Q3 		$375K Sell
6,384
-404
-6% -$23.4K 0.11% 98
2021
Q2 		$383K Sell
6,788
-927
-12% -$52.8K 0.1% 100
2021
Q1 		$879K Sell
7,715
-171,825
-96% -$9.87M 0.26% 89
2020
Q4 		$10.1M Sell
179,540
-35,257
-16% -$1.85M 2.12% 6
2020
Q3 		$10.6M Buy
214,797
+261
+0.1% +$12.5K 2.21% 9
2020
Q2 		$9.84M Buy
+214,536
New +$9.44M 1.95% 8

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IL
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Mount Lucas Management's BBJP Position: Q1 2026 in Review

Mount Lucas Management reduced its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 4.6% in Q1 2026, selling an estimated $192K and leaving 56,017 shares worth $3.86M. The position accounts for 1.43% of the portfolio, ranked #11.

Mount Lucas Management first reported a position in BBJP in Q2 2020 and has held it in 20 quarters since. The position peaked at $10.6M in Q3 2020. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

  • Mount Lucas Management held 56,017 shares of JPMorgan BetaBuilders Japan ETF worth $3.86M as of Q1 2026.
  • Mount Lucas Management sold 2,717 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $192K.
  • JPMorgan BetaBuilders Japan ETF made up 1.43% of Mount Lucas Management's portfolio in Q1 2026, its #11 holding.
  • Mount Lucas Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2020 and has held it in 20 quarters since.
  • Mount Lucas Management's JPMorgan BetaBuilders Japan ETF position peaked at $10.6M in Q3 2020.
  • 265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.