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Colton Groome Financial Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Colton Groome Financial Advisors’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
Q1 		– Sell
-13,864
Closed -$680K – 61
2019
Q4 		$680K Sell
13,864
-20,037
-59% -$989K 0.49% 40
2019
Q3 		$1.7M Buy
+33,901
New +$1.55M 1.25% 23

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Colton Groome Financial Advisors's BBJP Position: Q1 2020 in Review

Colton Groome Financial Advisors sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2020, closing a stake of 13,864 shares — an estimated $680K sold.

Colton Groome Financial Advisors first reported a position in BBJP in Q3 2019 and held it in 2 quarters. The position peaked at $1.7M in Q3 2019. 85 funds tracked by Wall St. Rank hold BBJP as of Q1 2020.

  • Colton Groome Financial Advisors reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2020 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 13,864 JPMorgan BetaBuilders Japan ETF shares in Q1 2020, an estimated $680K.
  • Colton Groome Financial Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2019 and held it in 2 quarters.
  • Colton Groome Financial Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $1.7M in Q3 2019.
  • 85 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2020.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.