Howe & Rusling’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Howe & Rusling’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
2018 Q4	–	Sell	-36	Closed	-$2K	–	822
2018 Q3	$2K	Buy	+36	New	+$1.74K	﹤0.01%	702

Other funds holding BBJP

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Howe & Rusling's BBJP Position: Q4 2018 in Review

Howe & Rusling sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2018, closing a stake of 36 shares — an estimated $2K sold.

Howe & Rusling first reported a position in BBJP in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 46 funds tracked by Wall St. Rank hold BBJP as of Q4 2018.

Howe & Rusling reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2018 after selling out during the quarter.
Howe & Rusling sold 36 JPMorgan BetaBuilders Japan ETF shares in Q4 2018, an estimated $2K.
Howe & Rusling first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2018 and held it in 1 quarter.
Howe & Rusling's JPMorgan BetaBuilders Japan ETF position peaked at $2K in Q3 2018.
46 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2018.

Based on Howe & Rusling's 13F filing for Q4 2018, filed 4 Feb 2019.