IHT Wealth Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

IHT Wealth Management’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 Q2	–	Sell	-3,568	Closed	-$209K	–	1027
2024 Q1	$209K	Buy	+3,568	New	+$198K	0.01%	929
2022 Q4	–	Sell	-5,169	Closed	-$211K	–	905
2022 Q3	$211K	Buy	5,169 +214	+4%	+$9.57K	0.02%	762
2022 Q2	$218K	Buy	+4,955	New	+$231K	0.02%	642
2021 Q4	–	Sell	-5,077	Closed	-$298K	–	815
2021 Q3	$298K	Buy	+5,077	New	+$294K	0.02%	590
2020 Q1	–	Sell	-6,179	Closed	-$303K	–	561
2019 Q4	$303K	Buy	+6,179	New	+$305K	0.04%	444

Other funds holding BBJP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RBA

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

IHT Wealth Management's BBJP Position: Q2 2024 in Review

IHT Wealth Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2024, closing a stake of 3,568 shares — an estimated $209K sold.

IHT Wealth Management first reported a position in BBJP in Q4 2019 and held it in 5 quarters. The position peaked at $303K in Q4 2019. 245 funds tracked by Wall St. Rank hold BBJP as of Q2 2024.

IHT Wealth Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q2 2024 after selling out during the quarter.
IHT Wealth Management sold 3,568 JPMorgan BetaBuilders Japan ETF shares in Q2 2024, an estimated $209K.
IHT Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2019 and held it in 5 quarters.
IHT Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $303K in Q4 2019.
245 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2024.

Based on IHT Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.