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Next Financial Group’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Next Financial 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
2021
Q4 		$64K Buy
1,169
+625
+115% +$35.7K ﹤0.01% 1362
2021
Q3 		$32K Buy
544
+477
+712% +$27.6K ﹤0.01% 1604
2021
Q2 		$4K Buy
67
+43
+179% +$2.45K ﹤0.01% 2236
2021
Q1 		$1K Buy
+24
New +$1.38K ﹤0.01% 2376
2020
Q1 		– Sell
-10,905
Closed -$535K – 2127
2019
Q4 		$535K Buy
+10,905
New +$538K 0.06% 354

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

Next Financial Group's BBJP Position: Q4 2021 in Review

Next Financial Group increased its JPMorgan BetaBuilders Japan ETF (BBJP) stake by 115% in Q4 2021, buying an estimated $35.7K and bringing the position to 1,169 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Next Financial Group first reported a position in BBJP in Q4 2019 and has held it in 5 quarters since. The position peaked at $535K in Q4 2019. 153 funds tracked by Wall St. Rank hold BBJP as of Q4 2021.

  • Next Financial Group held 1,169 shares of JPMorgan BetaBuilders Japan ETF worth $64K as of Q4 2021.
  • Next Financial Group bought 625 JPMorgan BetaBuilders Japan ETF shares in Q4 2021, an estimated $35.7K.
  • JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1362 holding.
  • Next Financial Group first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2019 and has held it in 5 quarters since.
  • Next Financial Group's JPMorgan BetaBuilders Japan ETF position peaked at $535K in Q4 2019.
  • 153 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.