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

BerganKDV 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	-90	Closed	-$4.36K	–	884
2023 Q1	$4.36K	Buy	+90	New	+$4.22K	﹤0.01%	711

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

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

BerganKDV Wealth Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2023, closing a stake of 90 shares — an estimated $4.36K sold.

BerganKDV Wealth Management first reported a position in BBJP in Q1 2023 and held it in 1 quarter. The position peaked at $4.36K in Q1 2023. 183 funds tracked by Wall St. Rank hold BBJP as of Q2 2023.

BerganKDV Wealth Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 90 JPMorgan BetaBuilders Japan ETF shares in Q2 2023, an estimated $4.36K.
BerganKDV Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2023 and held it in 1 quarter.
BerganKDV Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $4.36K in Q1 2023.
183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.