Gradient Investments’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Gradient Investments’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 Q1	–	Sell	-332	Closed	-$17.4K	–	1293
2023 Q4	$17.4K	Buy	332 +297	+849%	+$15.1K	﹤0.01%	728
2023 Q3	$1.76K	Buy	+35	New	+$1.8K	﹤0.01%	1210
2022 Q4	–	Sell	-28	Closed	-$1K	–	1521
2022 Q3	$1K	Sell	28 -47	-63%	-$2.1K	﹤0.01%	1199
2022 Q2	$3K	Buy	+75	New	+$3.5K	﹤0.01%	967
2022 Q1	–	Sell	-246	Closed	-$14K	–	1183
2021 Q4	$14K	Hold	246	–	–	﹤0.01%	719
2021 Q3	$14K	Sell	246 -53	-18%	-$3.07K	﹤0.01%	701
2021 Q2	$17K	Buy	299 +53	+22%	+$3.02K	﹤0.01%	660
2021 Q1	$14K	Buy	+246	New	+$14.1K	﹤0.01%	689
2019 Q4	–	Sell	-97	Closed	-$5K	–	1099
2019 Q3	$5K	Sell	97 -184	-65%	-$8.44K	﹤0.01%	786
2019 Q2	$13K	Buy	281 +108	+62%	+$4.88K	﹤0.01%	589
2019 Q1	$8K	Buy	+173	New	+$7.73K	﹤0.01%	583

Other funds holding BBJP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

RBA

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

3AM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Gradient Investments's BBJP Position: Q1 2024 in Review

Gradient Investments sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2024, closing a stake of 332 shares — an estimated $17.4K sold.

Gradient Investments first reported a position in BBJP in Q1 2019 and held it in 11 quarters. The position peaked at $17.4K in Q4 2023. 249 funds tracked by Wall St. Rank hold BBJP as of Q1 2024.

Gradient Investments reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 332 JPMorgan BetaBuilders Japan ETF shares in Q1 2024, an estimated $17.4K.
Gradient Investments first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2019 and held it in 11 quarters.
Gradient Investments's JPMorgan BetaBuilders Japan ETF position peaked at $17.4K in Q4 2023.
249 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2024.

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