HWA
BBJP icon

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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return