Halpern Financial’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Halpern Financial’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	-19	Closed	-$983	–	215
2023 Q4	$983	Buy	+19	New	+$966	﹤0.01%	229

Other funds holding BBJP

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

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

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 $57.2B AUM 35.3% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Halpern Financial's BBJP Position: Q1 2024 in Review

Halpern Financial sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2024, closing a stake of 19 shares — an estimated $983 sold.

Halpern Financial first reported a position in BBJP in Q4 2023 and held it in 1 quarter. The position peaked at $983 in Q4 2023. 249 funds tracked by Wall St. Rank hold BBJP as of Q1 2024.

Halpern Financial reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2024 after selling out during the quarter.
Halpern Financial sold 19 JPMorgan BetaBuilders Japan ETF shares in Q1 2024, an estimated $983.
Halpern Financial first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2023 and held it in 1 quarter.
Halpern Financial's JPMorgan BetaBuilders Japan ETF position peaked at $983 in Q4 2023.
249 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.