GYL Financial Synergies’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

GYL Financial Synergies’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 Q3	$2.34M	Sell	39,463 -345	-0.9%	-$19.9K	0.18%	112
2024 Q2	$2.25M	Sell	39,808 -510	-1%	-$28.7K	0.17%	111
2024 Q1	$2.36M	Buy	40,318 +1,075	+3%	+$59.7K	0.19%	111
2023 Q4	$2.06M	Hold	39,243	–	–	0.17%	121
2023 Q3	$1.97M	Buy	39,243 +50	+0.1%	+$2.57K	0.19%	111
2023 Q2	$2.02M	Sell	39,193 -1,525	-4%	-$76K	0.18%	111
2023 Q1	$1.97M	Buy	+40,718	New	+$1.91M	0.24%	88

Other funds holding BBJP

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PPFA

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

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

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

GYL Financial Synergies's BBJP Position: Q3 2024 in Review

GYL Financial Synergies reduced its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 0.87% in Q3 2024, selling an estimated $19.9K and leaving 39,463 shares worth $2.34M. The position accounts for 0.18% of the portfolio, ranked #112.

GYL Financial Synergies first reported a position in BBJP in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.36M in Q1 2024. 209 funds tracked by Wall St. Rank hold BBJP as of Q3 2024.

GYL Financial Synergies held 39,463 shares of JPMorgan BetaBuilders Japan ETF worth $2.34M as of Q3 2024.
GYL Financial Synergies sold 345 JPMorgan BetaBuilders Japan ETF shares in Q3 2024, an estimated $19.9K.
JPMorgan BetaBuilders Japan ETF made up 0.18% of GYL Financial Synergies's portfolio in Q3 2024, its #112 holding.
GYL Financial Synergies first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2023 and has held it in 7 quarters since.
GYL Financial Synergies's JPMorgan BetaBuilders Japan ETF position peaked at $2.36M in Q1 2024.
209 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.