Naviter Wealth’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Naviter Wealth’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 Q3	–	Sell	-4,496	Closed	-$232K	–	214
2023 Q2	$232K	Buy	+4,496	New	+$224K	0.06%	203

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

FTUS

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

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

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Naviter Wealth's BBJP Position: Q3 2023 in Review

Naviter Wealth sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q3 2023, closing a stake of 4,496 shares — an estimated $232K sold.

Naviter Wealth first reported a position in BBJP in Q2 2023 and held it in 1 quarter. The position peaked at $232K in Q2 2023. 198 funds tracked by Wall St. Rank hold BBJP as of Q3 2023.

Naviter Wealth reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q3 2023 after selling out during the quarter.
Naviter Wealth sold 4,496 JPMorgan BetaBuilders Japan ETF shares in Q3 2023, an estimated $232K.
Naviter Wealth first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2023 and held it in 1 quarter.
Naviter Wealth's JPMorgan BetaBuilders Japan ETF position peaked at $232K in Q2 2023.
198 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2023.

Based on Naviter Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.