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Robertson Stephens Wealth Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Robertson Stephens 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 		$1.52M Buy
20,189
+1,200
+6% +$88.5K 0.04% 250
2026
Q1 		$1.31M Sell
18,989
-478
-2% -$33.8K 0.04% 263
2025
Q4 		$1.28M Buy
19,467
+1,948
+11% +$133K 0.03% 261
2025
Q3 		$1.16M Buy
17,519
+337
+2% +$21.5K 0.04% 235
2025
Q2 		$1.06M Buy
17,182
+78
+0.5% +$4.55K 0.03% 266
2025
Q1 		$960K Sell
17,104
-1
-0% -$56 0.03% 275
2024
Q4 		$939K Sell
17,105
-1,158
-6% -$66.1K 0.03% 264
2024
Q3 		$1.08M Buy
18,263
+615
+3% +$35.4K 0.04% 268
2024
Q2 		$996K Buy
17,648
+69
+0.4% +$3.88K 0.05% 228
2024
Q1 		$1.03M Buy
17,579
+4,841
+38% +$269K 0.05% 231
2023
Q4 		$669K Buy
12,738
+4,862
+62% +$247K 0.04% 270
2023
Q3 		$396K Buy
+7,876
New +$405K 0.03% 341
2022
Q1 		– Sell
-13,091
Closed -$721K – 385
2021
Q4 		$721K Hold
13,091
– – 0.06% 218
2021
Q3 		$768K Buy
+13,091
New +$758K 0.09% 145

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

Robertson Stephens Wealth Management's BBJP Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 6.3% in Q2 2026, buying an estimated $88.5K and bringing the position to 20,189 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #250.

Robertson Stephens Wealth Management first reported a position in BBJP in Q3 2021 and has held it in 14 quarters since. 260 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

  • Robertson Stephens Wealth Management held 20,189 shares of JPMorgan BetaBuilders Japan ETF worth $1.52M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 1,200 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $88.5K.
  • JPMorgan BetaBuilders Japan ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Robertson Stephens Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2021 and has held it in 14 quarters since.
  • 260 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.