Evoke Wealth’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Evoke Wealth’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-34	Closed	-$1K	–	434
2022 Q3	$1K	Sell	34 -249	-88%	-$11.9K	﹤0.01%	1094
2022 Q2	$13K	Hold	283	–	–	﹤0.01%	725
2022 Q1	$16K	Hold	283	–	–	﹤0.01%	689
2021 Q4	$15K	Hold	283	–	–	﹤0.01%	722
2021 Q3	$15K	Buy	+283	New	+$16.3K	﹤0.01%	678

Other funds holding BBAX

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evoke Wealth's BBAX Position: Q4 2022 in Review

Evoke Wealth sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q4 2022, closing a stake of 34 shares — an estimated $1K sold.

Evoke Wealth first reported a position in BBAX in Q3 2021 and held it in 5 quarters. The position peaked at $16K in Q1 2022. 85 funds tracked by Wall St. Rank hold BBAX as of Q4 2022.

Evoke Wealth reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 34 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q4 2022, an estimated $1K.
Evoke Wealth first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2021 and held it in 5 quarters.
Evoke Wealth's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $16K in Q1 2022.
85 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.