Newton One Investments’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Newton One Investments’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-367	Closed	-$18K	–	119
2022 Q2	$18K	Hold	367	–	–	0.01%	89
2022 Q1	$20K	Hold	367	–	–	0.01%	92
2021 Q4	$20K	Hold	367	–	–	0.01%	92
2021 Q3	$20K	Hold	367	–	–	0.01%	92
2021 Q2	$21K	Buy	+367	New	+$21.8K	0.02%	88

Other funds holding BBAX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Newton One Investments's BBAX Position: Q3 2022 in Review

Newton One Investments sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q3 2022, closing a stake of 367 shares — an estimated $18K sold.

Newton One Investments first reported a position in BBAX in Q2 2021 and held it in 5 quarters. The position peaked at $21K in Q2 2021. 73 funds tracked by Wall St. Rank hold BBAX as of Q3 2022.

Newton One Investments reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q3 2022 after selling out during the quarter.
Newton One Investments sold 367 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q3 2022, an estimated $18K.
Newton One Investments first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q2 2021 and held it in 5 quarters.
Newton One Investments's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $21K in Q2 2021.
73 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q3 2022.

Based on Newton One Investments's 13F filing for Q3 2022, filed 19 Oct 2022.