Johnson Financial Group Inc (Wisconsin)’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-828	Closed	-$37.3K	–	925
2023 Q3	$37.3K	Buy	828 +772	+1,379%	+$36.4K	﹤0.01%	427
2023 Q2	$2.68K	Buy	+56	New	+$2.74K	﹤0.01%	607
2021 Q2	–	Sell	-719	Closed	-$41K	–	764
2021 Q1	$41K	Buy	+719	New	+$40.9K	﹤0.01%	422

Other funds holding BBAX

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BBAX Position: Q4 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q4 2023, closing a stake of 828 shares — an estimated $37.3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BBAX in Q1 2021 and held it in 3 quarters. The position peaked at $41K in Q1 2021. 101 funds tracked by Wall St. Rank hold BBAX as of Q4 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q4 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 828 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q4 2023, an estimated $37.3K.
Johnson Financial Group Inc (Wisconsin) first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q1 2021 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $41K in Q1 2021.
101 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q4 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2023, filed 9 Feb 2024.