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

Merriman 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
2023 Q4	–	Sell	-18,163	Closed	-$913K	–	190
2023 Q3	$913K	Buy	+18,163	New	+$934K	0.05%	87

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Merriman Wealth Management's BBJP Position: Q4 2023 in Review

Merriman Wealth Management sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2023, closing a stake of 18,163 shares — an estimated $913K sold.

Merriman Wealth Management first reported a position in BBJP in Q3 2023 and held it in 1 quarter. The position peaked at $913K in Q3 2023. 219 funds tracked by Wall St. Rank hold BBJP as of Q4 2023.

Merriman Wealth Management reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2023 after selling out during the quarter.
Merriman Wealth Management sold 18,163 JPMorgan BetaBuilders Japan ETF shares in Q4 2023, an estimated $913K.
Merriman Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2023 and held it in 1 quarter.
Merriman Wealth Management's JPMorgan BetaBuilders Japan ETF position peaked at $913K in Q3 2023.
219 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2023.

Based on Merriman Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.