Legacy Financial Group (Iowa)
BBJP icon

Legacy Financial Group (Iowa)’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Legacy Financial Group (Iowa)’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
-43
Closed -$2.16K – 74
2023
Q3 		$2.16K Buy
+43
New +$2.21K ﹤0.01% 457

Other funds holding BBJP

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $5.78B AUM 21.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BBJP Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2023, closing a stake of 43 shares — an estimated $2.16K sold.

Legacy Financial Group (Iowa) first reported a position in BBJP in Q3 2023 and held it in 1 quarter. The position peaked at $2.16K in Q3 2023. 219 funds tracked by Wall St. Rank hold BBJP as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 43 JPMorgan BetaBuilders Japan ETF shares in Q4 2023, an estimated $2.16K.
  • Legacy Financial Group (Iowa) first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s JPMorgan BetaBuilders Japan ETF position peaked at $2.16K in Q3 2023.
  • 219 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.