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Ehrlich Financial Group’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Ehrlich Financial 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
Q3 		– Sell
-4,723
Closed -$267K – 109
2024
Q2 		$267K Sell
4,723
-801
-15% -$45K 0.21% 78
2024
Q1 		$323K Sell
5,524
-2,431
-31% -$135K 0.27% 72
2023
Q4 		$418K Buy
+7,955
New +$404K 0.42% 57

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Ehrlich Financial Group's BBJP Position: Q3 2024 in Review

Ehrlich Financial Group sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q3 2024, closing a stake of 4,723 shares — an estimated $267K sold.

Ehrlich Financial Group first reported a position in BBJP in Q4 2023 and held it in 3 quarters. The position peaked at $418K in Q4 2023. 209 funds tracked by Wall St. Rank hold BBJP as of Q3 2024.

  • Ehrlich Financial Group reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q3 2024 after selling out during the quarter.
  • Ehrlich Financial Group sold 4,723 JPMorgan BetaBuilders Japan ETF shares in Q3 2024, an estimated $267K.
  • Ehrlich Financial Group first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2023 and held it in 3 quarters.
  • Ehrlich Financial Group's JPMorgan BetaBuilders Japan ETF position peaked at $418K in Q4 2023.
  • 209 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2024.

Based on Ehrlich Financial Group's 13F filing for Q3 2024, filed 7 Oct 2024.