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

Liberty Wealth Management’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
2021
Q4 		– Sell
-134
Closed -$8K – 256
2021
Q3 		$8K Buy
+134
New +$7.76K ﹤0.01% 858
2020
Q1 		– Sell
-485
Closed -$24K – 891
2019
Q4 		$24K Buy
485
+438
+932% +$21.6K 0.02% 387
2019
Q3 		$2K Hold
47
– – ﹤0.01% 729
2019
Q2 		$2K Buy
+47
New +$2.13K ﹤0.01% 746

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Liberty Wealth Management's BBJP Position: Q4 2021 in Review

Liberty Wealth Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2021, closing a stake of 134 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in BBJP in Q2 2019 and held it in 4 quarters. The position peaked at $24K in Q4 2019. 153 funds tracked by Wall St. Rank hold BBJP as of Q4 2021.

  • Liberty Wealth Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 134 JPMorgan BetaBuilders Japan ETF shares in Q4 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2019 and held it in 4 quarters.
  • Liberty Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $24K in Q4 2019.
  • 153 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.