Mowery & Schoenfeld Wealth Management’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Mowery & Schoenfeld Wealth 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	–	Sell	-80	Closed	-$4.76K	–	364
2026 Q1	$4.76K	Buy	+80	New	+$4.84K	0.01%	285

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

Mowery & Schoenfeld Wealth Management's BBAX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q2 2026, closing a stake of 80 shares — an estimated $4.76K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BBAX in Q1 2026 and held it in 1 quarter. The position peaked at $4.76K in Q1 2026. 142 funds tracked by Wall St. Rank hold BBAX as of Q2 2026.

Mowery & Schoenfeld Wealth Management reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q2 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 80 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2026, an estimated $4.76K.
Mowery & Schoenfeld Wealth Management first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q1 2026 and held it in 1 quarter.
Mowery & Schoenfeld Wealth Management's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $4.76K in Q1 2026.
142 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.