H&H Retirement Design & Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

H&H Retirement Design & 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 Q3	–	Sell	-5,458	Closed	-$317K	–	77
2024 Q2	$317K	Hold	5,458	–	–	0.2%	72
2024 Q1	$301K	Sell	5,458 -2,360	-30%	-$131K	0.2%	71
2023 Q4	$425K	Sell	7,818 -35	-0.4%	-$1.78K	0.27%	45
2023 Q3	$390K	Sell	7,853 -352	-4%	-$18.1K	0.27%	40
2023 Q2	$431K	Sell	8,205 -6	-0.1%	-$299	0.29%	39
2023 Q1	$396K	Sell	8,211 -55,291	-87%	-$2.59M	0.25%	38
2022 Q4	$2.97M	Buy	63,502 +1,320	+2%	+$57.9K	2.51%	11
2022 Q3	$2.52M	Sell	62,182 -13,042	-17%	-$583K	2.37%	10
2022 Q2	$3.5M	Sell	75,224 -7,525	-9%	-$351K	2.56%	9
2022 Q1	$4.05M	Buy	82,749 +1,211	+1%	+$63.4K	2.76%	11
2021 Q4	$4.27M	Buy	+81,538	New	+$4.65M	2.7%	10

Other funds holding BBJP

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

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

PPFA

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

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

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

H&H Retirement Design & Management's BBJP Position: Q3 2024 in Review

H&H Retirement Design & Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q3 2024, closing a stake of 5,458 shares — an estimated $317K sold.

H&H Retirement Design & Management first reported a position in BBJP in Q4 2021 and held it in 11 quarters. The position peaked at $4.27M in Q4 2021. 209 funds tracked by Wall St. Rank hold BBJP as of Q3 2024.

H&H Retirement Design & Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q3 2024 after selling out during the quarter.
H&H Retirement Design & Management sold 5,458 JPMorgan BetaBuilders Japan ETF shares in Q3 2024, an estimated $317K.
H&H Retirement Design & Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2021 and held it in 11 quarters.
H&H Retirement Design & Management's JPMorgan BetaBuilders Japan ETF position peaked at $4.27M in Q4 2021.
209 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2024.

Based on H&H Retirement Design & Management's 13F filing for Q3 2024, filed 16 Oct 2024.