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Levy Wealth Management Group’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Levy Wealth Management Group’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
2024
Q2 		$609K Buy
10,787
+571
+6% +$32.1K 0.16% 53
2024
Q1 		$537K Hold
10,216
– – 0.15% 53
2023
Q4 		$537K Buy
10,216
+5,396
+112% +$274K 0.15% 53
2023
Q3 		$242K Buy
+4,820
New +$248K 0.08% 96

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Levy Wealth Management Group's BBJP Position: Q2 2024 in Review

Levy Wealth Management Group increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 5.6% in Q2 2024, buying an estimated $32.1K and bringing the position to 10,787 shares worth $609K. The position accounts for 0.16% of the portfolio, ranked #53.

Levy Wealth Management Group first reported a position in BBJP in Q3 2023 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold BBJP as of Q2 2024.

  • Levy Wealth Management Group held 10,787 shares of JPMorgan BetaBuilders Japan ETF worth $609K as of Q2 2024.
  • Levy Wealth Management Group bought 571 JPMorgan BetaBuilders Japan ETF shares in Q2 2024, an estimated $32.1K.
  • JPMorgan BetaBuilders Japan ETF made up 0.16% of Levy Wealth Management Group's portfolio in Q2 2024, its #53 holding.
  • Levy Wealth Management Group first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2023 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.