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AllSquare Wealth Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

AllSquare Wealth 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
2019
Q3 		– Sell
-236
Closed -$11K – 449
2019
Q2 		$11K Buy
+236
New +$10.7K 0.01% 321

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

AllSquare Wealth Management's BBJP Position: Q3 2019 in Review

AllSquare Wealth Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q3 2019, closing a stake of 236 shares — an estimated $11K sold.

AllSquare Wealth Management first reported a position in BBJP in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 78 funds tracked by Wall St. Rank hold BBJP as of Q3 2019.

  • AllSquare Wealth Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q3 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 236 JPMorgan BetaBuilders Japan ETF shares in Q3 2019, an estimated $11K.
  • AllSquare Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2019 and held it in 1 quarter.
  • AllSquare Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $11K in Q2 2019.
  • 78 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2019.

Based on AllSquare Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.