Global Wealth Strategies & Associates BBJP JPMORGAN BETABUILDERS JAPAN ETF

Ownership history in Global Wealth Strategies & Associates  ·  3 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported JPMORGAN BETABUILDERS JAPAN ETF (BBJP) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows BBJP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBJP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in JPMORGAN BETABUILDERS JAPAN ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBJP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held BBJP — position size vs. price
% of Fund (quarterly)    BBJP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 88.6% +9.2% 4 -31 -88.6% 0.00% $276 2026-04-03 $69.60
2025 Q4 ADDED 35 +15 +75.0% 0.00% $2K 2026-01-02 $66.37
2025 Q3 INITIATED 20 0.00% $1K 2025-10-02 $62.83

FAQ About Global Wealth Strategies & Associates and BBJP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning BBJP?

Global Wealth Strategies & Associates reported BBJP across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BBJP position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for BBJP was 0.00% in 2025 Q4.

What is the latest reported BBJP position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 4 shares, equal to 0.00% of portfolio, with an estimated market value of $276.

What does the chart on this BBJP ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly BBJP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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