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WealthPlan Investment Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

WealthPlan Investment Management’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
Q3 		$8.39M Buy
+106,866
New +$8.2M 0.41% 58

Other funds holding BBJP

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WealthPlan Investment Management's BBJP Position: Q3 2026 in Review

WealthPlan Investment Management opened a new position in JPMorgan BetaBuilders Japan ETF (BBJP) in Q3 2026: 106,866 shares worth $8.39M. The stake represents 0.41% of the portfolio and ranks #58 among its holdings.

42 funds tracked by Wall St. Rank hold BBJP as of Q3 2026.

  • WealthPlan Investment Management held 106,866 shares of JPMorgan BetaBuilders Japan ETF worth $8.39M as of Q3 2026.
  • JPMorgan BetaBuilders Japan ETF was a new WealthPlan Investment Management position in Q3 2026.
  • JPMorgan BetaBuilders Japan ETF made up 0.41% of WealthPlan Investment Management's portfolio in Q3 2026, its #58 holding.
  • 42 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.