Horizon Family Wealth’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Horizon Family Wealth’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 Q4	–	Sell	-9,270	Closed	-$550K	–	82
2024 Q3	$550K	Buy	9,270 +123	+1%	+$7.08K	0.39%	39
2024 Q2	$516K	Buy	9,147 +2,141	+31%	+$120K	0.39%	38
2024 Q1	$410K	Buy	7,006 +263	+4%	+$14.6K	0.32%	43
2023 Q4	$354K	Buy	6,743 +1,304	+24%	+$66.3K	0.3%	41
2023 Q3	$273K	Buy	5,439 +341	+7%	+$17.5K	0.26%	50
2023 Q2	$263K	Buy	+5,098	New	+$254K	0.25%	51

Other funds holding BBJP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

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

Horizon Family Wealth's BBJP Position: Q4 2024 in Review

Horizon Family Wealth sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2024, closing a stake of 9,270 shares — an estimated $550K sold.

Horizon Family Wealth first reported a position in BBJP in Q2 2023 and held it in 6 quarters. The position peaked at $550K in Q3 2024. 208 funds tracked by Wall St. Rank hold BBJP as of Q4 2024.

Horizon Family Wealth reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2024 after selling out during the quarter.
Horizon Family Wealth sold 9,270 JPMorgan BetaBuilders Japan ETF shares in Q4 2024, an estimated $550K.
Horizon Family Wealth first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2023 and held it in 6 quarters.
Horizon Family Wealth's JPMorgan BetaBuilders Japan ETF position peaked at $550K in Q3 2024.
208 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2024.

Based on Horizon Family Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.