BWM
BigSur Wealth Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Buy |
111,590
+3,000
| +3% | +$185K | 1.74% | 13 |
|
|
2025
Q1 | $6.1M | Buy |
108,590
+8,885
| +9% | +$499K | 1.65% | 12 |
|
|
2024
Q4 | $5.47M | Sell |
99,705
-1,350
| -1% | -$74.1K | 1.56% | 15 |
|
|
2024
Q3 | $5.99M | Buy |
101,055
+6,050
| +6% | +$359K | 1.65% | 13 |
|
|
2024
Q2 | $5.36M | Buy |
95,005
+10,400
| +12% | +$587K | 1.64% | 12 |
|
|
2024
Q1 | $4.95M | Buy |
+84,605
| New | +$4.95M | 1.55% | 15 |
|