JP Morgan Private Wealth Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$1.09M	Sell	21,733 -21,196	-49%	-$1.09M	﹤0.01%	940
2023 Q2	$2.21M	Buy	42,929 +3,701	+9%	+$184K	0.01%	531
2023 Q1	$1.9M	Buy	39,228 +206	+0.5%	+$9.67K	﹤0.01%	903
2022 Q4	$1.75M	Sell	39,022 -1,442	-4%	-$63.3K	﹤0.01%	901
2022 Q3	$1.65M	Sell	40,464 -1,804	-4%	-$80.7K	﹤0.01%	912
2022 Q2	$1.86M	Sell	42,268 -2,961	-7%	-$138K	﹤0.01%	873
2022 Q1	$2.29M	Sell	45,229 -2,327	-5%	-$122K	0.01%	856
2021 Q4	$2.62M	Buy	47,556 +28,111	+145%	+$1.6M	0.01%	809
2021 Q3	$1.14M	Buy	19,445 +1,020	+6%	+$59.1K	﹤0.01%	1155
2021 Q2	$1.04M	Buy	+18,425	New	+$1.05M	﹤0.01%	1178
2021 Q1	–	Sell	-4,071	Closed	-$228K	–	1751
2020 Q4	$228K	Sell	4,071 -153	-4%	-$8.02K	﹤0.01%	1594
2020 Q3	$208K	Sell	4,224 -2,960	-41%	-$142K	﹤0.01%	1509
2020 Q2	$329K	Sell	7,184 -915	-11%	-$40.3K	﹤0.01%	1266
2020 Q1	$332K	Buy	+8,099	New	+$369K	﹤0.01%	1094

Other funds holding BBJP

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

Bank of America Charlotte, North Carolina $1.37T 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

FTUS

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PPFA

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

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

JP Morgan Private Wealth Advisors's BBJP Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 49% in Q3 2023, selling an estimated $1.09M and leaving 21,733 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #940.

JP Morgan Private Wealth Advisors first reported a position in BBJP in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.62M in Q4 2021. 198 funds tracked by Wall St. Rank hold BBJP as of Q3 2023.

JP Morgan Private Wealth Advisors held 21,733 shares of JPMorgan BetaBuilders Japan ETF worth $1.09M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 21,196 JPMorgan BetaBuilders Japan ETF shares in Q3 2023, an estimated $1.09M.
JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #940 holding.
JP Morgan Private Wealth Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2020 and has held it in 14 quarters since.
JP Morgan Private Wealth Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $2.62M in Q4 2021.
198 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.