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One Charles Private Wealth Services’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

One Charles Private Wealth Services’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
-6,859
Closed -$403K – 121
2021
Q3 		$403K Buy
+6,859
New +$397K 0.23% 65

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

One Charles Private Wealth Services's BBJP Position: Q4 2021 in Review

One Charles Private Wealth Services sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2021, closing a stake of 6,859 shares — an estimated $403K sold.

One Charles Private Wealth Services first reported a position in BBJP in Q3 2021 and held it in 1 quarter. The position peaked at $403K in Q3 2021. 153 funds tracked by Wall St. Rank hold BBJP as of Q4 2021.

  • One Charles Private Wealth Services reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2021 after selling out during the quarter.
  • One Charles Private Wealth Services sold 6,859 JPMorgan BetaBuilders Japan ETF shares in Q4 2021, an estimated $403K.
  • One Charles Private Wealth Services first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2021 and held it in 1 quarter.
  • One Charles Private Wealth Services's JPMorgan BetaBuilders Japan ETF position peaked at $403K in Q3 2021.
  • 153 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2021.

Based on One Charles Private Wealth Services's 13F filing for Q4 2021, filed 27 Jan 2022.