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AJ Wealth Strategies’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

AJ Wealth Strategies’s Portfolio BBEU Stock Details BBEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,788
Closed -$706K – 177
2019
Q4 		$706K Hold
13,788
– – 0.08% 67
2019
Q3 		$649K Buy
+13,788
New +$648K 0.09% 66

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AJ Wealth Strategies's BBEU Position: Q1 2020 in Review

AJ Wealth Strategies sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q1 2020, closing a stake of 13,788 shares — an estimated $706K sold.

AJ Wealth Strategies first reported a position in BBEU in Q3 2019 and held it in 2 quarters. The position peaked at $706K in Q4 2019. 45 funds tracked by Wall St. Rank hold BBEU as of Q1 2020.

  • AJ Wealth Strategies reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q1 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 13,788 JPMorgan BetaBuilders Europe ETF shares in Q1 2020, an estimated $706K.
  • AJ Wealth Strategies first reported a position in JPMorgan BetaBuilders Europe ETF in Q3 2019 and held it in 2 quarters.
  • AJ Wealth Strategies's JPMorgan BetaBuilders Europe ETF position peaked at $706K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q1 2020.

Based on AJ Wealth Strategies's 13F filing for Q1 2020, filed 15 May 2020.