Wealthspire Advisors (New York)’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$210K	Buy	+3,538	New	+$214K	﹤0.01%	847
2025 Q4	–	Sell	-940	Closed	-$53K	–	1211
2025 Q3	$53K	Buy	+940	New	+$52.6K	﹤0.01%	1229
2025 Q2	–	Sell	-6,921	Closed	-$337K	–	848
2025 Q1	$337K	Sell	6,921 -79	-1%	-$3.93K	﹤0.01%	614
2024 Q4	$341K	Hold	7,000	–	–	﹤0.01%	620
2024 Q3	$378K	Sell	7,000 -2,778	-28%	-$140K	﹤0.01%	562
2024 Q2	$473K	Buy	9,778 +288	+3%	+$13.9K	0.01%	446
2024 Q1	$457K	Sell	9,490 -2,232	-19%	-$107K	0.01%	439
2023 Q4	$580K	Buy	11,722 +6,506	+125%	+$299K	0.01%	394
2023 Q3	$235K	Buy	5,216 +355	+7%	+$16.7K	﹤0.01%	530
2023 Q2	$233K	Hold	4,861	–	–	﹤0.01%	497
2023 Q1	$239K	Sell	4,861 -69	-1%	-$3.5K	﹤0.01%	477
2022 Q4	$241K	Buy	4,930 +69	+1%	+$3.2K	﹤0.01%	504
2022 Q3	$206K	Hold	4,861	–	–	﹤0.01%	476
2022 Q2	$232K	Hold	4,861	–	–	﹤0.01%	451
2022 Q1	$270K	Hold	4,861	–	–	0.01%	371
2021 Q4	$263K	Sell	4,861 -79	-2%	-$4.38K	0.01%	449
2021 Q3	$268K	Buy	4,940 +79	+2%	+$4.55K	0.01%	481
2021 Q2	$284K	Sell	4,861 -1	-0%	-$59	0.01%	303
2021 Q1	$276K	Hold	4,862	–	–	0.01%	578
2020 Q4	$263K	Buy	4,862 +183	+4%	+$9.17K	0.01%	476
2020 Q3	$211K	Buy	+4,679	New	+$218K	0.01%	295

Other funds holding BBAX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

SQA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s BBAX Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q1 2026: 3,538 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in BBAX as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in BBAX in Q3 2020 and has held it in 21 quarters since. The position peaked at $580K in Q4 2023. 151 funds tracked by Wall St. Rank hold BBAX as of Q1 2026.

Wealthspire Advisors (New York) held 3,538 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $210K as of Q1 2026.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #847 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2020 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $580K in Q4 2023.
151 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.