Cornerstone Planning Group’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Cornerstone Planning Group’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
2024 Q4	–	Sell	-39	Closed	-$2.21K	–	1410
2024 Q3	$2.21K	Hold	39	–	–	﹤0.01%	749
2024 Q2	$2.05K	Sell	39 -159	-80%	-$8.94K	﹤0.01%	761
2024 Q1	$11.3K	Sell	198 -334	-63%	-$18.6K	﹤0.01%	382
2023 Q4	$27.9K	Sell	532 -29	-5%	-$1.47K	0.01%	275
2023 Q3	$28.2K	Sell	561 -731	-57%	-$37.6K	0.01%	260
2023 Q2	$66.6K	Buy	+1,292	New	+$64.4K	0.03%	196
2022 Q4	$150K	Buy	+3,184	New	+$140K	0.06%	118

Other funds holding BBJP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Cornerstone Planning Group's BBJP Position: Q4 2024 in Review

Cornerstone Planning Group sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2024, closing a stake of 39 shares — an estimated $2.21K sold.

Cornerstone Planning Group first reported a position in BBJP in Q4 2022 and held it in 7 quarters. The position peaked at $150K in Q4 2022. 208 funds tracked by Wall St. Rank hold BBJP as of Q4 2024.

Cornerstone Planning Group reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2024 after selling out during the quarter.
Cornerstone Planning Group sold 39 JPMorgan BetaBuilders Japan ETF shares in Q4 2024, an estimated $2.21K.
Cornerstone Planning Group first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's JPMorgan BetaBuilders Japan ETF position peaked at $150K in Q4 2022.
208 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.