Heritage Wealth Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Heritage Wealth Advisors’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
2023 Q2	–	Sell	-64	Closed	-$3.1K	–	566
2023 Q1	$3.1K	Buy	+64	New	+$3K	﹤0.01%	496
2022 Q1	–	Sell	-1,360	Closed	-$75K	–	532
2021 Q4	$75K	Hold	1,360	–	–	﹤0.01%	288
2021 Q3	$79.9K	Hold	1,360	–	–	﹤0.01%	274
2021 Q2	$76.8K	Hold	1,360	–	–	﹤0.01%	284
2021 Q1	$77.5K	Buy	1,360 +450	+49%	+$25.9K	﹤0.01%	285
2020 Q4	$51K	Buy	+910	New	+$47.7K	﹤0.01%	325

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Wealth Advisors's BBJP Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2023, closing a stake of 64 shares — an estimated $3.1K sold.

Heritage Wealth Advisors first reported a position in BBJP in Q4 2020 and held it in 6 quarters. The position peaked at $79.9K in Q3 2021. 183 funds tracked by Wall St. Rank hold BBJP as of Q2 2023.

Heritage Wealth Advisors reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q2 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 64 JPMorgan BetaBuilders Japan ETF shares in Q2 2023, an estimated $3.1K.
Heritage Wealth Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2020 and held it in 6 quarters.
Heritage Wealth Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $79.9K in Q3 2021.
183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.