James T. Borello RIA’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

James T. Borello RIA’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	$19.5K	Hold	249	–	–	﹤0.01%	428
2026 Q2	$18.8K	Hold	249	–	–	﹤0.01%	428
2026 Q1	$17.2K	Hold	249	–	–	﹤0.01%	411
2025 Q4	$16.4K	Sell	249 -374	-60%	-$25.4K	﹤0.01%	308
2025 Q3	$41.3K	Hold	623	–	–	0.01%	175
2025 Q2	$38.5K	Hold	623	–	–	0.01%	153
2025 Q1	$35K	Buy	+623	New	+$35K	0.01%	133

Other funds holding BBJP

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Evansbrook Bolingbrook, Illinois $171M AUM 22.74% 1-Year Est. Return

James T. Borello RIA's BBJP Position: Q3 2026 in Review

James T. Borello RIA held its JPMorgan BetaBuilders Japan ETF (BBJP) position steady in Q3 2026 at 249 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

James T. Borello RIA first reported a position in BBJP in Q1 2025 and has held it in 7 quarters since. The position peaked at $41.3K in Q3 2025. 67 funds tracked by Wall St. Rank hold BBJP as of Q3 2026.

James T. Borello RIA held 249 shares of JPMorgan BetaBuilders Japan ETF worth $19.5K as of Q3 2026.
James T. Borello RIA left its JPMorgan BetaBuilders Japan ETF share count unchanged in Q3 2026.
JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #428 holding.
James T. Borello RIA first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2025 and has held it in 7 quarters since.
James T. Borello RIA's JPMorgan BetaBuilders Japan ETF position peaked at $41.3K in Q3 2025.
67 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.