Lehman & Derafelo Financial Resources’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-116	Closed	-$5K	–	115
2022 Q3	$5K	Hold	116	–	–	﹤0.01%	183
2022 Q2	$5K	Buy	+116	New	+$5.41K	﹤0.01%	187
2021 Q4	–	Sell	-116	Closed	-$7K	–	116
2021 Q3	$7K	Buy	+116	New	+$6.72K	﹤0.01%	179
2021 Q2	–	Sell	-117	Closed	-$7K	–	224
2021 Q1	$7K	Hold	117	–	–	﹤0.01%	204
2020 Q4	$7K	Hold	117	–	–	﹤0.01%	202
2020 Q3	$6K	Hold	117	–	–	﹤0.01%	245
2020 Q2	$5K	Hold	117	–	–	﹤0.01%	233
2020 Q1	$5K	Buy	+117	New	+$5.32K	﹤0.01%	174

Other funds holding BBJP

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2022, closing a stake of 116 shares — an estimated $5K sold.

Lehman & Derafelo Financial Resources first reported a position in BBJP in Q1 2020 and held it in 8 quarters. The position peaked at $7K in Q3 2021. 149 funds tracked by Wall St. Rank hold BBJP as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 116 JPMorgan BetaBuilders Japan ETF shares in Q4 2022, an estimated $5K.
Lehman & Derafelo Financial Resources first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2020 and held it in 8 quarters.
Lehman & Derafelo Financial Resources's JPMorgan BetaBuilders Japan ETF position peaked at $7K in Q3 2021.
149 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2022.

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