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Optimum Investment Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Optimum Investment Advisors’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
2019
Q4 		– Sell
-213
Closed -$10K – 944
2019
Q3 		$10K Buy
+213
New +$9.77K ﹤0.01% 790

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Optimum Investment Advisors's BBJP Position: Q4 2019 in Review

Optimum Investment Advisors sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2019, closing a stake of 213 shares — an estimated $10K sold.

Optimum Investment Advisors first reported a position in BBJP in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 95 funds tracked by Wall St. Rank hold BBJP as of Q4 2019.

  • Optimum Investment Advisors reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 213 JPMorgan BetaBuilders Japan ETF shares in Q4 2019, an estimated $10K.
  • Optimum Investment Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $10K in Q3 2019.
  • 95 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.