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Avion Wealth’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Avion Wealth’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
2023
Q1 		– Sell
-36
Closed -$1K – 540
2022
Q4 		$1K Hold
36
– – ﹤0.01% 399
2022
Q3 		$1K Buy
+36
New +$1.61K ﹤0.01% 420

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avion Wealth's BBJP Position: Q1 2023 in Review

Avion Wealth sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2023, closing a stake of 36 shares — an estimated $1K sold.

Avion Wealth first reported a position in BBJP in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 157 funds tracked by Wall St. Rank hold BBJP as of Q1 2023.

  • Avion Wealth reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2023 after selling out during the quarter.
  • Avion Wealth sold 36 JPMorgan BetaBuilders Japan ETF shares in Q1 2023, an estimated $1K.
  • Avion Wealth first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2022 and held it in 2 quarters.
  • Avion Wealth's JPMorgan BetaBuilders Japan ETF position peaked at $1K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2023.

Based on Avion Wealth's 13F filing for Q1 2023, filed 5 May 2023.