Orion Capital Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Orion Capital 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	–	Sell	-771	Closed	-$50.8K	–	494
2025 Q4	$50.8K	Hold	771	–	–	0.02%	272
2025 Q3	$51.1K	Hold	771	–	–	0.02%	265
2025 Q2	$47.6K	Buy	771 +54	+8%	+$3.15K	0.02%	248
2025 Q1	$40.2K	Hold	717	–	–	0.02%	258
2024 Q4	$39.4K	Buy	+717	New	+$40.9K	0.02%	257
2024 Q3	–	Sell	-698	Closed	-$39.4K	–	175
2024 Q2	$39.4K	Hold	698	–	–	0.02%	255
2024 Q1	$40.9K	Hold	698	–	–	0.02%	266
2023 Q4	$36.7K	Hold	698	–	–	0.02%	274
2023 Q3	$35.1K	Buy	+698	New	+$35.9K	0.02%	262
2023 Q2	–	Sell	-698	Closed	-$33.8K	–	176
2023 Q1	$33.8K	Buy	+698	New	+$32.8K	0.02%	261

Other funds holding BBJP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Orion Capital Management's BBJP Position: Q1 2026 in Review

Orion Capital Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2026, closing a stake of 771 shares — an estimated $50.8K sold.

Orion Capital Management first reported a position in BBJP in Q1 2023 and held it in 10 quarters. The position peaked at $51.1K in Q3 2025. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

Orion Capital Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2026 after selling out during the quarter.
Orion Capital Management sold 771 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $50.8K.
Orion Capital Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2023 and held it in 10 quarters.
Orion Capital Management's JPMorgan BetaBuilders Japan ETF position peaked at $51.1K in Q3 2025.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.