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Kathleen S. Wright Associates’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Kathleen S. Wright Associates’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
2024
Q2 		– Sell
-16
Closed -$771 – 224
2024
Q1 		$771 Buy
16
+4
+33% +$192 ﹤0.01% 222
2023
Q4 		$594 Buy
+12
New +$551 ﹤0.01% 190

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPWP
Proquility Private Wealth Partners Las Vegas, Nevada $324M AUM 8.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Kathleen S. Wright Associates's BBAX Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q2 2024, closing a stake of 16 shares — an estimated $771 sold.

Kathleen S. Wright Associates first reported a position in BBAX in Q4 2023 and held it in 2 quarters. The position peaked at $771 in Q1 2024. 91 funds tracked by Wall St. Rank hold BBAX as of Q2 2024.

  • Kathleen S. Wright Associates reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q2 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 16 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2024, an estimated $771.
  • Kathleen S. Wright Associates first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2023 and held it in 2 quarters.
  • Kathleen S. Wright Associates's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $771 in Q1 2024.
  • 91 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.