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

Baystate 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
2023 Q2	–	Sell	-163	Closed	-$7.91K	–	1053
2023 Q1	$7.91K	Hold	163	–	–	﹤0.01%	603
2022 Q4	$7K	Buy	+163	New	+$7.16K	﹤0.01%	635

Other funds holding BBJP

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

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

PPFA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baystate Wealth Management's BBJP Position: Q2 2023 in Review

Baystate Wealth Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2023, closing a stake of 163 shares — an estimated $7.91K sold.

Baystate Wealth Management first reported a position in BBJP in Q4 2022 and held it in 2 quarters. The position peaked at $7.91K in Q1 2023. 183 funds tracked by Wall St. Rank hold BBJP as of Q2 2023.

Baystate Wealth Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q2 2023 after selling out during the quarter.
Baystate Wealth Management sold 163 JPMorgan BetaBuilders Japan ETF shares in Q2 2023, an estimated $7.91K.
Baystate Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2022 and held it in 2 quarters.
Baystate Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $7.91K in Q1 2023.
183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.