Institutional & Family Asset Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Institutional & Family Asset 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
2023 Q4	–	Sell	-98	Closed	-$4.92K	–	714
2023 Q3	$4.92K	Sell	98 -27	-22%	-$1.39K	﹤0.01%	463
2023 Q2	$6.44K	Buy	125 +26	+26%	+$1.3K	﹤0.01%	437
2023 Q1	$4.79K	Hold	99	–	–	﹤0.01%	484
2022 Q4	$4.45K	Sell	99 -202	-67%	-$8.87K	﹤0.01%	486
2022 Q3	$12K	Hold	301	–	–	﹤0.01%	365
2022 Q2	$13K	Sell	301 -222	-42%	-$10.4K	﹤0.01%	355
2022 Q1	$27K	Hold	523	–	–	﹤0.01%	324
2021 Q4	$29K	Buy	+523	New	+$29.8K	﹤0.01%	326

Other funds holding BBJP

JP Morgan Chase New York $1.56T AUM 27.86% 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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

RBA

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

PPFA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

Institutional & Family Asset Management's BBJP Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2023, closing a stake of 98 shares — an estimated $4.92K sold.

Institutional & Family Asset Management first reported a position in BBJP in Q4 2021 and held it in 8 quarters. The position peaked at $29K in Q4 2021. 219 funds tracked by Wall St. Rank hold BBJP as of Q4 2023.

Institutional & Family Asset Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 98 JPMorgan BetaBuilders Japan ETF shares in Q4 2023, an estimated $4.92K.
Institutional & Family Asset Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2021 and held it in 8 quarters.
Institutional & Family Asset Management's JPMorgan BetaBuilders Japan ETF position peaked at $29K in Q4 2021.
219 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.