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Mowery & Schoenfeld Wealth Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Mowery & Schoenfeld Wealth 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
Q2 		– Sell
-118
Closed -$8.13K – 367
2026
Q1 		$8.13K Buy
+118
New +$8.33K 0.01% 238
2025
Q2 		– Sell
-289
Closed -$16.2K – 400
2025
Q1 		$16.2K Buy
+289
New +$16.2K 0.03% 222

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IL
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $249M AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Mowery & Schoenfeld Wealth Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2026, closing a stake of 118 shares — an estimated $8.13K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BBJP in Q1 2025 and held it in 2 quarters. The position peaked at $16.2K in Q1 2025. 260 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 118 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $8.13K.
  • Mowery & Schoenfeld Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2025 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $16.2K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

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