Gradient Investments’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-187	Closed	-$9.26K	–	1288
2023 Q4	$9.26K	Buy	187 +165	+750%	+$7.57K	﹤0.01%	852
2023 Q3	$991	Buy	+22	New	+$1.04K	﹤0.01%	1380
2022 Q4	–	Sell	-17	Closed	-$1K	–	1518
2022 Q3	$1K	Sell	17 -30	-64%	-$1.43K	﹤0.01%	1196
2022 Q2	$2K	Buy	+47	New	+$2.42K	﹤0.01%	1025
2022 Q1	–	Sell	-124	Closed	-$7K	–	1180
2021 Q4	$7K	Hold	124	–	–	﹤0.01%	859
2021 Q3	$7K	Sell	124 -27	-18%	-$1.55K	﹤0.01%	822
2021 Q2	$9K	Buy	151 +27	+22%	+$1.6K	﹤0.01%	773
2021 Q1	$7K	Buy	+124	New	+$7.06K	﹤0.01%	820
2019 Q4	–	Sell	-54	Closed	-$3K	–	1096
2019 Q3	$3K	Sell	54 -47	-47%	-$2.39K	﹤0.01%	856
2019 Q2	$5K	Buy	101 +48	+91%	+$2.46K	﹤0.01%	758
2019 Q1	$3K	Buy	+53	New	+$2.6K	﹤0.01%	693

Other funds holding BBAX

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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

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

BPWM

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

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

PPWP

Proquility Private Wealth Partners Las Vegas, Nevada $324M AUM 8.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gradient Investments's BBAX Position: Q1 2024 in Review

Gradient Investments sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q1 2024, closing a stake of 187 shares — an estimated $9.26K sold.

Gradient Investments first reported a position in BBAX in Q1 2019 and held it in 11 quarters. The position peaked at $9.26K in Q4 2023. 94 funds tracked by Wall St. Rank hold BBAX as of Q1 2024.

Gradient Investments reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 187 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q1 2024, an estimated $9.26K.
Gradient Investments first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q1 2019 and held it in 11 quarters.
Gradient Investments's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $9.26K in Q4 2023.
94 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.