Sowell Financial Services’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Sowell Financial Services’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	$443K	Buy	5,888 +181	+3%	+$13.3K	0.01%	691
2026 Q1	$393K	Sell	5,707 -1,027	-15%	-$72.5K	0.01%	726
2025 Q4	$444K	Buy	6,734 +752	+13%	+$51.2K	0.02%	688
2025 Q3	$397K	Buy	5,982 +257	+4%	+$16.4K	0.02%	713
2025 Q2	$354K	Buy	5,725 +106	+2%	+$6.18K	0.01%	721
2025 Q1	$315K	Buy	+5,619	New	+$316K	0.01%	742
2020 Q1	–	Sell	-187	Closed	-$9K	–	2423
2019 Q4	$9K	Buy	+187	New	+$9.23K	﹤0.01%	1705

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

Sowell Financial Services's BBJP Position: Q2 2026 in Review

Sowell Financial Services increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 3.2% in Q2 2026, buying an estimated $13.3K and bringing the position to 5,888 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #691.

Sowell Financial Services first reported a position in BBJP in Q4 2019 and has held it in 7 quarters since. The position peaked at $444K in Q4 2025. 261 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

Sowell Financial Services held 5,888 shares of JPMorgan BetaBuilders Japan ETF worth $443K as of Q2 2026.
Sowell Financial Services bought 181 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $13.3K.
JPMorgan BetaBuilders Japan ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #691 holding.
Sowell Financial Services first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2019 and has held it in 7 quarters since.
Sowell Financial Services's JPMorgan BetaBuilders Japan ETF position peaked at $444K in Q4 2025.
261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.