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Waverly Advisors’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Waverly Advisors’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 		$168K Sell
2,800
-1,746
-38% -$107K ﹤0.01% 1647
2026
Q1 		$270K Buy
4,546
+3,102
+215% +$188K ﹤0.01% 1354
2025
Q4 		$81.3K Buy
+1,444
New +$81.1K ﹤0.01% 1436

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors's BBAX Position: Q2 2026 in Review

Waverly Advisors reduced its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 38% in Q2 2026, selling an estimated $107K and leaving 2,800 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Waverly Advisors first reported a position in BBAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $270K in Q1 2026. 141 funds tracked by Wall St. Rank hold BBAX as of Q2 2026.

  • Waverly Advisors held 2,800 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $168K as of Q2 2026.
  • Waverly Advisors sold 1,746 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2026, an estimated $107K.
  • JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1647 holding.
  • Waverly Advisors first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $270K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.