Steward Partners Investment Advisory’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Steward Partners Investment Advisory’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.97K	Sell	83 -17	-17%	-$1.04K	﹤0.01%	3977
2026 Q1	$5.95K	Buy	100 +17	+20%	+$1.03K	﹤0.01%	3741
2025 Q4	$4.67K	Sell	83 -64	-44%	-$3.6K	﹤0.01%	3714
2025 Q3	$8.28K	Buy	147 +64	+77%	+$3.58K	﹤0.01%	3479
2025 Q2	$4.52K	Sell	83 -3,360	-98%	-$172K	﹤0.01%	3510
2025 Q1	$168K	Hold	3,443	–	–	﹤0.01%	1738
2024 Q4	$168K	Buy	3,443 +3,360	+4,048%	+$173K	﹤0.01%	1712
2024 Q3	$4.48K	Buy	83 +81	+4,050%	+$4.07K	﹤0.01%	3219
2024 Q2	$97	Buy	+2	New	+$97	﹤0.01%	3556
2024 Q1	–	Sell	-255	Closed	-$12.6K	–	3574
2023 Q4	$12.6K	Buy	+255	New	+$11.7K	﹤0.01%	2612
2020 Q3	–	Sell	-84	Closed	-$4K	–	2735
2020 Q2	$4K	Buy	+84	New	+$3.5K	﹤0.01%	2307
2020 Q1	–	Sell	-33	Closed	-$1K	–	2490
2019 Q4	$1K	Buy	+33	New	+$1.67K	﹤0.01%	2484

Other funds holding BBAX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Steward Partners Investment Advisory's BBAX Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 17% in Q2 2026, selling an estimated $1.04K and leaving 83 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3977.

Steward Partners Investment Advisory first reported a position in BBAX in Q4 2019 and has held it in 12 quarters since. The position peaked at $168K in Q4 2024. 142 funds tracked by Wall St. Rank hold BBAX as of Q2 2026.

Steward Partners Investment Advisory held 83 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $4.97K as of Q2 2026.
Steward Partners Investment Advisory sold 17 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2026, an estimated $1.04K.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3977 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2019 and has held it in 12 quarters since.
Steward Partners Investment Advisory's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $168K in Q4 2024.
142 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.