Lee Financial’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Lee Financial’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 Q1	–	Sell	-59	Closed	-$2.92K	–	219
2023 Q4	$2.92K	Buy	+59	New	+$2.71K	﹤0.01%	666
2022 Q2	–	Sell	-18	Closed	-$1K	–	856
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	709
2021 Q4	$1K	Buy	+18	New	+$997	﹤0.01%	817

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

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

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

AIA Group Hong Kong $6.88B AUM 20.97% 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

PPWP

Proquility Private Wealth Partners Las Vegas, Nevada $324M AUM 8.88% 1-Year Est. Return

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

Lee Financial's BBAX Position: Q1 2024 in Review

Lee Financial sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q1 2024, closing a stake of 59 shares — an estimated $2.92K sold.

Lee Financial first reported a position in BBAX in Q4 2021 and held it in 3 quarters. The position peaked at $2.92K in Q4 2023. 94 funds tracked by Wall St. Rank hold BBAX as of Q1 2024.

Lee Financial reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 59 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q1 2024, an estimated $2.92K.
Lee Financial first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2021 and held it in 3 quarters.
Lee Financial's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $2.92K in Q4 2023.
94 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.