IAG Wealth Partners’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

IAG Wealth Partners’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
2022 Q1	–	Sell	-206	Closed	-$11K	–	443
2021 Q4	$11K	Hold	206	–	–	﹤0.01%	286
2021 Q3	$13K	Hold	206	–	–	﹤0.01%	237
2021 Q2	$12K	Sell	206 -179	-46%	-$10.2K	﹤0.01%	238
2021 Q1	$22K	Buy	+385	New	+$22.1K	0.01%	174

Other funds holding BBJP

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IAG Wealth Partners's BBJP Position: Q1 2022 in Review

IAG Wealth Partners sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2022, closing a stake of 206 shares — an estimated $11K sold.

IAG Wealth Partners first reported a position in BBJP in Q1 2021 and held it in 4 quarters. The position peaked at $22K in Q1 2021. 125 funds tracked by Wall St. Rank hold BBJP as of Q1 2022.

IAG Wealth Partners reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2022 after selling out during the quarter.
IAG Wealth Partners sold 206 JPMorgan BetaBuilders Japan ETF shares in Q1 2022, an estimated $11K.
IAG Wealth Partners first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2021 and held it in 4 quarters.
IAG Wealth Partners's JPMorgan BetaBuilders Japan ETF position peaked at $22K in Q1 2021.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2022.

Based on IAG Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.