Lehman & Derafelo Financial Resources’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-35	Closed	-$1K	–	114
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	197
2022 Q2	$2K	Buy	+35	New	+$1.81K	﹤0.01%	198
2021 Q4	–	Sell	-35	Closed	-$2K	–	114
2021 Q3	$2K	Buy	+35	New	+$2.01K	﹤0.01%	192
2021 Q2	–	Sell	-36	Closed	-$2K	–	222
2021 Q1	$2K	Hold	36	–	–	﹤0.01%	218
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	219
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	261
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	244
2020 Q1	$1K	Buy	+36	New	+$1.71K	﹤0.01%	191

Other funds holding BBAX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AIA Group Hong Kong $6.88B AUM 20.97% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lehman & Derafelo Financial Resources's BBAX Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q4 2022, closing a stake of 35 shares — an estimated $1K sold.

Lehman & Derafelo Financial Resources first reported a position in BBAX in Q1 2020 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 85 funds tracked by Wall St. Rank hold BBAX as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 35 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q4 2022, an estimated $1K.
Lehman & Derafelo Financial Resources first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q1 2020 and held it in 8 quarters.
Lehman & Derafelo Financial Resources's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $2K in Q2 2022.
85 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.