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

Baker Tilly 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
2024 Q3	–	Sell	-5,490	Closed	-$310K	–	236
2024 Q2	$310K	Sell	5,490 -10,667	-66%	-$600K	0.13%	195
2024 Q1	$946K	Buy	+16,157	New	+$897K	0.17%	130
2023 Q3	–	Sell	-5,682	Closed	-$293K	–	467
2023 Q2	$293K	Buy	5,682 +55	+1%	+$2.74K	0.03%	457
2023 Q1	$272K	Buy	+5,627	New	+$264K	0.03%	470

Other funds holding BBJP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

Baker Tilly Wealth Management's BBJP Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q3 2024, closing a stake of 5,490 shares — an estimated $310K sold.

Baker Tilly Wealth Management first reported a position in BBJP in Q1 2023 and held it in 4 quarters. The position peaked at $946K in Q1 2024. 209 funds tracked by Wall St. Rank hold BBJP as of Q3 2024.

Baker Tilly Wealth Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q3 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 5,490 JPMorgan BetaBuilders Japan ETF shares in Q3 2024, an estimated $310K.
Baker Tilly Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2023 and held it in 4 quarters.
Baker Tilly Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $946K in Q1 2024.
209 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.