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Oxford Financial Group’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Oxford Financial Group’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
Q1 		– Sell
-2,335
Closed -$126K – 264
2021
Q4 		$126K Buy
2,335
+1,805
+341% +$100K 0.01% 209
2021
Q3 		$29K Buy
+530
New +$30.5K ﹤0.01% 224

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Oxford Financial Group's BBAX Position: Q1 2022 in Review

Oxford Financial Group sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q1 2022, closing a stake of 2,335 shares — an estimated $126K sold.

Oxford Financial Group first reported a position in BBAX in Q3 2021 and held it in 2 quarters. The position peaked at $126K in Q4 2021. 65 funds tracked by Wall St. Rank hold BBAX as of Q1 2022.

  • Oxford Financial Group reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q1 2022 after selling out during the quarter.
  • Oxford Financial Group sold 2,335 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q1 2022, an estimated $126K.
  • Oxford Financial Group first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2021 and held it in 2 quarters.
  • Oxford Financial Group's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $126K in Q4 2021.
  • 65 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2022.

Based on Oxford Financial Group's 13F filing for Q1 2022, filed 13 May 2022.