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Waverly Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Waverly Advisors’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 		$380K Sell
5,044
-3,059
-38% -$226K ﹤0.01% 1295
2026
Q1 		$558K Buy
8,103
+5,028
+164% +$355K ﹤0.01% 1029
2025
Q4 		$203K Buy
+3,075
New +$209K ﹤0.01% 1383

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 $252M AUM 13.5% 1-Year Est. Return
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 $104B AUM 28.3% 1-Year Est. Return

Waverly Advisors's BBJP Position: Q2 2026 in Review

Waverly Advisors reduced its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 38% in Q2 2026, selling an estimated $226K and leaving 5,044 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Waverly Advisors first reported a position in BBJP in Q4 2025 and has held it in 3 quarters since. The position peaked at $558K in Q1 2026. 261 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

  • Waverly Advisors held 5,044 shares of JPMorgan BetaBuilders Japan ETF worth $380K as of Q2 2026.
  • Waverly Advisors sold 3,059 JPMorgan BetaBuilders Japan ETF shares in Q2 2026, an estimated $226K.
  • JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1295 holding.
  • Waverly Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $558K in Q1 2026.
  • 261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

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