Fernwood Investment Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Fernwood Investment Management’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 Q2	–	Sell	-48	Closed	-$2.81K	–	243
2024 Q1	$2.81K	Buy	+48	New	+$2.67K	﹤0.01%	663

Other funds holding BBJP

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

PPFA

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Fernwood Investment Management's BBJP Position: Q2 2024 in Review

Fernwood Investment Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2024, closing a stake of 48 shares — an estimated $2.81K sold.

Fernwood Investment Management first reported a position in BBJP in Q1 2024 and held it in 1 quarter. The position peaked at $2.81K in Q1 2024. 245 funds tracked by Wall St. Rank hold BBJP as of Q2 2024.

Fernwood Investment Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 48 JPMorgan BetaBuilders Japan ETF shares in Q2 2024, an estimated $2.81K.
Fernwood Investment Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2024 and held it in 1 quarter.
Fernwood Investment Management's JPMorgan BetaBuilders Japan ETF position peaked at $2.81K in Q1 2024.
245 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.