Waterloo Capital’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Waterloo Capital’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	$449K	Buy	5,961 +100	+2%	+$7.38K	0.03%	375
2026 Q1	$404K	Sell	5,861 -181	-3%	-$12.8K	0.03%	343
2025 Q4	$398K	Sell	6,042 -72	-1%	-$4.9K	0.03%	327
2025 Q3	$405K	Hold	6,114	–	–	0.03%	319
2025 Q2	$378K	Sell	6,114 -70	-1%	-$4.08K	0.03%	318
2025 Q1	$347K	Buy	+6,184	New	+$347K	0.03%	297

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

Waterloo Capital's BBJP Position: Q2 2026 in Review

Waterloo Capital increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 1.7% in Q2 2026, buying an estimated $7.38K and bringing the position to 5,961 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #375.

Waterloo Capital first reported a position in BBJP in Q1 2025 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

Waterloo Capital held 5,961 shares of JPMorgan BetaBuilders Japan ETF worth $449K as of Q2 2026.
Waterloo Capital bought 100 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $7.38K.
JPMorgan BetaBuilders Japan ETF made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #375 holding.
Waterloo Capital first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2025 and has held it in 6 quarters since.
261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.