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

Yoffe 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 Q2	$408K	Hold	5,423	–	–	0.47%	77
2026 Q1	$374K	Hold	5,423	–	–	0.48%	76
2025 Q4	$357K	Hold	5,423	–	–	0.46%	78
2025 Q3	$360K	Hold	5,423	–	–	0.47%	77
2025 Q2	$335K	Hold	5,423	–	–	0.46%	81
2025 Q1	$304K	Hold	5,423	–	–	0.45%	83
2024 Q4	$298K	Buy	+5,423	New	+$310K	0.44%	85

Other funds holding BBJP

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

NWM

Nolet Wealth Management Fort Worth, Texas $181M AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

OWMIAS

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

Yoffe Investment Management's BBJP Position: Q2 2026 in Review

Yoffe Investment Management held its JPMorgan BetaBuilders Japan ETF (BBJP) position steady in Q2 2026 at 5,423 shares worth $408K. The position accounts for 0.47% of the portfolio, ranked #77.

Yoffe Investment Management first reported a position in BBJP in Q4 2024 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

Yoffe Investment Management held 5,423 shares of JPMorgan BetaBuilders Japan ETF worth $408K as of Q2 2026.
Yoffe Investment Management left its JPMorgan BetaBuilders Japan ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders Japan ETF made up 0.47% of Yoffe Investment Management's portfolio in Q2 2026, its #77 holding.
Yoffe Investment Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2024 and has held it in 7 quarters since.
27 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.