Evolution Wealth Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Evolution Wealth 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
2024 Q4	–	Sell	-3,437	Closed	-$203K	–	145
2024 Q3	$203K	Buy	+3,437	New	+$198K	0.04%	129
2021 Q4	–	Sell	-851	Closed	-$50K	–	198
2021 Q3	$50K	Buy	+851	New	+$49.3K	0.01%	208
2020 Q2	–	Sell	-6,673	Closed	-$273K	–	535
2020 Q1	$273K	Buy	6,673 +1,271	+24%	+$57.8K	0.11%	54
2019 Q4	$265K	Buy	+5,402	New	+$267K	0.07%	64

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

Evolution Wealth Advisors's BBJP Position: Q4 2024 in Review

Evolution Wealth Advisors sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2024, closing a stake of 3,437 shares — an estimated $203K sold.

Evolution Wealth Advisors first reported a position in BBJP in Q4 2019 and held it in 4 quarters. The position peaked at $273K in Q1 2020. 208 funds tracked by Wall St. Rank hold BBJP as of Q4 2024.

Evolution Wealth Advisors reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2024 after selling out during the quarter.
Evolution Wealth Advisors sold 3,437 JPMorgan BetaBuilders Japan ETF shares in Q4 2024, an estimated $203K.
Evolution Wealth Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2019 and held it in 4 quarters.
Evolution Wealth Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $273K in Q1 2020.
208 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2024.

Based on Evolution Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.