Oxler Private Wealth’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Oxler Private Wealth’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
2022 Q3	–	Sell	-2,306	Closed	-$102K	–	450
2022 Q2	$102K	Buy	+2,306	New	+$108K	0.05%	128
2021 Q1	–	Sell	-2,243	Closed	-$125K	–	131
2020 Q4	$125K	Buy	+2,243	New	+$118K	0.07%	124

Other funds holding BBJP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Oxler Private Wealth's BBJP Position: Q3 2022 in Review

Oxler Private Wealth sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q3 2022, closing a stake of 2,306 shares — an estimated $102K sold.

Oxler Private Wealth first reported a position in BBJP in Q4 2020 and held it in 2 quarters. The position peaked at $125K in Q4 2020. 130 funds tracked by Wall St. Rank hold BBJP as of Q3 2022.

Oxler Private Wealth reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q3 2022 after selling out during the quarter.
Oxler Private Wealth sold 2,306 JPMorgan BetaBuilders Japan ETF shares in Q3 2022, an estimated $102K.
Oxler Private Wealth first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2020 and held it in 2 quarters.
Oxler Private Wealth's JPMorgan BetaBuilders Japan ETF position peaked at $125K in Q4 2020.
130 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.