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Carolinas Wealth Consulting’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-43
Closed -$2K – 876
2020
Q3 		$2K Buy
+43
New +$2.06K ﹤0.01% 679

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Carolinas Wealth Consulting's BBJP Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2020, closing a stake of 43 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in BBJP in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 109 funds tracked by Wall St. Rank hold BBJP as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 43 JPMorgan BetaBuilders Japan ETF shares in Q4 2020, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's JPMorgan BetaBuilders Japan ETF position peaked at $2K in Q3 2020.
  • 109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.