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

Financial Advocates 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	-6,053	Closed	-$305K	–	749
2024 Q1	$305K	Buy	+6,053	New	+$336K	0.02%	586

Other funds holding BBJP

JP Morgan Chase New York $1.81T AUM 41.13% 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 $66.2B AUM 46.3% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Financial Advocates Investment Management's BBJP Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2024, closing a stake of 6,053 shares — an estimated $305K sold.

Financial Advocates Investment Management first reported a position in BBJP in Q1 2024 and held it in 1 quarter. The position peaked at $305K in Q1 2024. 245 funds tracked by Wall St. Rank hold BBJP as of Q2 2024.

Financial Advocates Investment Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q2 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 6,053 JPMorgan BetaBuilders Japan ETF shares in Q2 2024, an estimated $305K.
Financial Advocates Investment Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2024 and held it in 1 quarter.
Financial Advocates Investment Management's JPMorgan BetaBuilders Japan ETF position peaked at $305K in Q1 2024.
245 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.