Portside Wealth Group’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Portside Wealth Group’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	-71,271	Closed	-$4.7M	–	472
2025 Q4	$4.7M	Buy	71,271 +19,010	+36%	+$1.29M	0.63%	34
2025 Q3	$3.47M	Buy	52,261 +35,841	+218%	+$2.29M	0.48%	51
2025 Q2	$1.01M	Buy	+16,420	New	+$958K	0.15%	144
2024 Q3	–	Sell	-60,022	Closed	-$3.39M	–	394
2024 Q2	$3.39M	Buy	60,022 +28,680	+92%	+$1.61M	0.65%	39
2024 Q1	$1.84M	Buy	+31,342	New	+$1.74M	0.34%	79

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Portside Wealth Group's BBJP Position: Q1 2026 in Review

Portside Wealth Group sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2026, closing a stake of 71,271 shares — an estimated $4.7M sold.

Portside Wealth Group first reported a position in BBJP in Q1 2024 and held it in 5 quarters. The position peaked at $4.7M in Q4 2025. 265 funds tracked by Wall St. Rank hold BBJP as of Q1 2026.

Portside Wealth Group reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2026 after selling out during the quarter.
Portside Wealth Group sold 71,271 JPMorgan BetaBuilders Japan ETF shares in Q1 2026, an estimated $4.7M.
Portside Wealth Group first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2024 and held it in 5 quarters.
Portside Wealth Group's JPMorgan BetaBuilders Japan ETF position peaked at $4.7M in Q4 2025.
265 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.