WealthPlan Investment Management 13F: New $8.4M Stake in BBJP
The firm disclosed a new stake in the JPMorgan BetaBuilders Japan ETF, totaling over $8 million.
Reviewed by automated data checks against the source filing. How we make and check alerts
WealthPlan Investment Management opened a new position of 106,866 shares in JPMorgan BetaBuilders Japan ETF ($BBJP), according to a 13F filing with the SEC dated October 15, 2026. It reported 106,866 shares worth $8.39 million at the end of the quarter.
Since the filing, $BBJP is down 0.5% to date (from the $77.02 close on Oct 15, 2026).
Find the original: WealthPlan Investment Management 13F filings on SEC EDGAR
BBJP
JPMorgan BetaBuilders Japan ETF
Key Points
- WealthPlan Investment Management has taken a new position in the JPMorgan BetaBuilders Japan ETF (BBJP), acquiring 106,866 shares valued at approximately $8.39 million.
- As of October 16, 2026, BBJP was recently traded at $76.56, which is below its 50-day moving average but above its 200-day average.
- The ETF has a P/E ratio of 14.84 and a dividend yield of 4.5%, appealing to investors interested in Japanese equities.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated JPMorgan BetaBuilders Japan ETF alert may contain errors. Disclosures
WealthPlan Investment Management has taken a new position in the JPMorgan BetaBuilders Japan ETF (BBJP), acquiring 106,866 shares valued at approximately $8.39 million. This information was disclosed in a filing on October 15, 2026.
The firm opened a brand-new position in BBJP, which reflects holdings as of the reporting period and may not represent the investor's current position. This new stake indicates a strategic interest in the ETF, which invests primarily in Japanese securities traded on the Tokyo and Nagoya Stock Exchanges.
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JPMorgan BetaBuilders Japan ETF Stock Down 0.6%
As of October 16, 2026, BBJP was recently traded at $76.56. This price is about 2.1% below its 50-day moving average of $78.20 but about 3.5% above its 200-day average of $73.95. The ETF is currently 4.9% below its 52-week high of $80.52 and 16.5% above its 52-week low of $65.72.
About JPMorgan BetaBuilders Japan ETF
The JPMorgan BetaBuilders Japan ETF aims to invest at least 80% of its assets in stocks that are part of its underlying index. This index reflects the performance of the Japanese stock market, focusing on companies listed mainly on the Tokyo and Nagoya exchanges. The fund employs a market capitalization weighting strategy and may include some investments in futures and forward foreign currency contracts.
Bottom Line
Investors should note that this new position reflects WealthPlan Investment Management's strategy as of the filing date. Future holdings may change, and it is important to monitor any updates or changes in their investment approach. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: WealthPlan Investment Management's 13F filing on $BBJP (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: WealthPlan Investment Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts