Baystate Wealth Management’s iShares JPX-Nikkei 400 ETF JPXN Stock Holding History

Baystate Wealth Management’s Portfolio JPXN Stock Details JPXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$25.4K	Hold	372	–	–	﹤0.01%	512
2023 Q3	$23.9K	Hold	372	–	–	﹤0.01%	452
2023 Q2	$24.6K	Hold	372	–	–	﹤0.01%	433
2023 Q1	$23.4K	Hold	372	–	–	﹤0.01%	440
2022 Q4	$22K	Hold	372	–	–	﹤0.01%	447
2022 Q3	$19K	Sell	372 -193	-34%	-$11K	﹤0.01%	436
2022 Q2	$32K	Buy	565 +2	+0.4%	+$119	﹤0.01%	376
2022 Q1	$37K	Hold	563	–	–	﹤0.01%	367
2021 Q4	$40K	Buy	563 +3	+0.5%	+$218	﹤0.01%	353
2021 Q3	$42K	Hold	560	–	–	﹤0.01%	314
2021 Q2	$40K	Buy	560 +1	+0.2%	+$73	﹤0.01%	303
2021 Q1	$41K	Hold	559	–	–	﹤0.01%	283
2020 Q4	$40K	Buy	559 +3	+0.5%	+$203	﹤0.01%	270
2020 Q3	$36K	Buy	556 +1	+0.2%	+$62	﹤0.01%	256
2020 Q2	$33K	Buy	555 +3	+0.5%	+$172	﹤0.01%	259
2020 Q1	$29K	Hold	552	–	–	﹤0.01%	243
2019 Q4	$35K	Buy	552 +7	+1%	+$444	﹤0.01%	264
2019 Q3	$33K	Hold	545	–	–	﹤0.01%	242
2019 Q2	$32K	Buy	545 +5	+0.9%	+$292	﹤0.01%	263
2019 Q1	$32K	Hold	540	–	–	﹤0.01%	261
2018 Q4	$31K	Buy	540 +4	+0.7%	+$236	﹤0.01%	262
2018 Q3	$33K	Hold	536	–	–	0.01%	242
2018 Q2	$33K	Buy	536 +3	+0.6%	+$196	﹤0.01%	238
2018 Q1	$35K	Hold	533	–	–	0.01%	228
2017 Q4	$37K	Hold	533	–	–	0.01%	230
2017 Q3	$32K	Hold	533	–	–	0.01%	228
2017 Q2	$31K	Hold	533	–	–	0.01%	220
2017 Q1	$30K	Hold	533	–	–	0.01%	225
2016 Q4	$29K	Buy	+533	New	+$28.8K	0.01%	195

Other funds holding JPXN

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RGF

Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Baystate Wealth Management's JPXN Position: Q4 2023 in Review

Baystate Wealth Management held its iShares JPX-Nikkei 400 ETF (JPXN) position steady in Q4 2023 at 372 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Baystate Wealth Management first reported a position in JPXN in Q4 2016 and has held it in 29 quarters since. The position peaked at $42K in Q3 2021. 25 funds tracked by Wall St. Rank hold JPXN as of Q4 2023.

Baystate Wealth Management held 372 shares of iShares JPX-Nikkei 400 ETF worth $25.4K as of Q4 2023.
Baystate Wealth Management left its iShares JPX-Nikkei 400 ETF share count unchanged in Q4 2023.
iShares JPX-Nikkei 400 ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #512 holding.
Baystate Wealth Management first reported a position in iShares JPX-Nikkei 400 ETF in Q4 2016 and has held it in 29 quarters since.
Baystate Wealth Management's iShares JPX-Nikkei 400 ETF position peaked at $42K in Q3 2021.
25 funds tracked by Wall St. Rank held iShares JPX-Nikkei 400 ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.