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 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

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 $252M AUM 13.5% 1-Year Est. Return

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 $104B AUM 28.3% 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. 261 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.
261 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.