Kelly Financial Services’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Kelly Financial Services’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	-607	Closed	-$30.5K	–	788
2023 Q3	$30.5K	Buy	+607	New	+$31.2K	0.01%	236
2021 Q4	–	Sell	-145	Closed	-$8.52K	–	682
2021 Q3	$8.52K	Buy	+145	New	+$8.4K	﹤0.01%	348

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

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 $5.95B AUM 25.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Kelly Financial Services's BBJP Position: Q4 2023 in Review

Kelly Financial Services sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2023, closing a stake of 607 shares — an estimated $30.5K sold.

Kelly Financial Services first reported a position in BBJP in Q3 2021 and held it in 2 quarters. The position peaked at $30.5K in Q3 2023. 219 funds tracked by Wall St. Rank hold BBJP as of Q4 2023.

Kelly Financial Services reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2023 after selling out during the quarter.
Kelly Financial Services sold 607 JPMorgan BetaBuilders Japan ETF shares in Q4 2023, an estimated $30.5K.
Kelly Financial Services first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2021 and held it in 2 quarters.
Kelly Financial Services's JPMorgan BetaBuilders Japan ETF position peaked at $30.5K in Q3 2023.
219 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.