Whittier Trust’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Whittier Trust’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	$105K	Buy	+1,738	New	+$107K	﹤0.01%	741
2023 Q2	–	Sell	-283	Closed	-$13.9K	–	1569
2023 Q1	$13.9K	Hold	283	–	–	﹤0.01%	1238
2022 Q4	$13.8K	Hold	283	–	–	﹤0.01%	1222
2022 Q3	$12K	Sell	283 -1,126	-80%	-$53.7K	﹤0.01%	1299
2022 Q2	$67K	Buy	1,409 +1,096	+350%	+$56.6K	﹤0.01%	901
2022 Q1	$17K	Hold	313	–	–	﹤0.01%	1233
2021 Q4	$17K	Buy	+313	New	+$17.3K	﹤0.01%	1217

Other funds holding BBAX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whittier Trust's BBAX Position: Q2 2026 in Review

Whittier Trust opened a new position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q2 2026: 1,738 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Whittier Trust previously reported a position in BBAX as recently as Q1 2023.

Whittier Trust first reported a position in BBAX in Q4 2021 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold BBAX as of Q2 2026.

Whittier Trust held 1,738 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $105K as of Q2 2026.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF was a new Whittier Trust position in Q2 2026.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #741 holding.
Whittier Trust first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2021 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.