Kathleen S. Wright Associates’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Kathleen S. Wright Associates’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	-30	Closed	-$1.76K	–	227
2024 Q1	$1.76K	Buy	30 +8	+36%	+$444	﹤0.01%	214
2023 Q4	$1.16K	Buy	+22	New	+$1.12K	﹤0.01%	186

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

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

Kathleen S. Wright Associates sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2024, closing a stake of 30 shares — an estimated $1.76K sold.

Kathleen S. Wright Associates first reported a position in BBJP in Q4 2023 and held it in 2 quarters. The position peaked at $1.76K in Q1 2024. 245 funds tracked by Wall St. Rank hold BBJP as of Q2 2024.

Kathleen S. Wright Associates reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q2 2024 after selling out during the quarter.
Kathleen S. Wright Associates sold 30 JPMorgan BetaBuilders Japan ETF shares in Q2 2024, an estimated $1.76K.
Kathleen S. Wright Associates first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2023 and held it in 2 quarters.
Kathleen S. Wright Associates's JPMorgan BetaBuilders Japan ETF position peaked at $1.76K in Q1 2024.
245 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2024.

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