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

Oxford 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
2025 Q1	–	Sell	-10	Closed	-$549	–	266
2024 Q4	$549	Buy	+10	New	+$571	﹤0.01%	298
2022 Q1	–	Sell	-5,548	Closed	-$306K	–	267
2021 Q4	$306K	Buy	5,548 +4,998	+909%	+$285K	0.03%	159
2021 Q3	$32K	Buy	+550	New	+$31.9K	﹤0.01%	220

Other funds holding BBJP

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Oxford Financial Group's BBJP Position: Q1 2025 in Review

Oxford Financial Group sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2025, closing a stake of 10 shares — an estimated $549 sold.

Oxford Financial Group first reported a position in BBJP in Q3 2021 and held it in 3 quarters. The position peaked at $306K in Q4 2021. 210 funds tracked by Wall St. Rank hold BBJP as of Q1 2025.

Oxford Financial Group reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2025 after selling out during the quarter.
Oxford Financial Group sold 10 JPMorgan BetaBuilders Japan ETF shares in Q1 2025, an estimated $549.
Oxford Financial Group first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2021 and held it in 3 quarters.
Oxford Financial Group's JPMorgan BetaBuilders Japan ETF position peaked at $306K in Q4 2021.
210 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.