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HB Wealth Management’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

HB Wealth Management’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
2022
Q3 		– Sell
-10,592
Closed -$505K – 580
2022
Q2 		$505K Buy
10,592
+243
+2% +$12.5K 0.01% 339
2022
Q1 		$576K Buy
10,349
+98
+1% +$5.25K 0.01% 325
2021
Q4 		$555K Buy
+10,251
New +$568K 0.01% 301

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HB Wealth Management's BBAX Position: Q3 2022 in Review

HB Wealth Management sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q3 2022, closing a stake of 10,592 shares — an estimated $505K sold.

HB Wealth Management first reported a position in BBAX in Q4 2021 and held it in 3 quarters. The position peaked at $576K in Q1 2022. 73 funds tracked by Wall St. Rank hold BBAX as of Q3 2022.

  • HB Wealth Management reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q3 2022 after selling out during the quarter.
  • HB Wealth Management sold 10,592 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q3 2022, an estimated $505K.
  • HB Wealth Management first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2021 and held it in 3 quarters.
  • HB Wealth Management's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $576K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q3 2022.

Based on HB Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.