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Homrich & Berg’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Homrich & Berg’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
2021
Q3 		$1.4M Buy
23,759
+18,707
+370% +$1.08M 0.03% 187
2021
Q2 		$285K Buy
+5,052
New +$288K 0.01% 379

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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 $424B AUM 22.94% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Homrich & Berg's BBJP Position: Q3 2021 in Review

Homrich & Berg increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 370% in Q3 2021, buying an estimated $1.08M and bringing the position to 23,759 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #187.

Homrich & Berg first reported a position in BBJP in Q2 2021 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold BBJP as of Q3 2021.

  • Homrich & Berg held 23,759 shares of JPMorgan BetaBuilders Japan ETF worth $1.4M as of Q3 2021.
  • Homrich & Berg bought 18,707 JPMorgan BetaBuilders Japan ETF shares in Q3 2021, an estimated $1.08M.
  • JPMorgan BetaBuilders Japan ETF made up 0.03% of Homrich & Berg's portfolio in Q3 2021, its #187 holding.
  • Homrich & Berg first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2021 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.