Peak Financial Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Peak Financial 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
2025 Q1	–	Sell	-42,643	Closed	-$2.34M	–	74
2024 Q4	$2.34M	Sell	42,643 -46,663	-52%	-$2.66M	1.22%	31
2024 Q3	$5.29M	Sell	89,306 -5,479	-6%	-$315K	2.72%	9
2024 Q2	$5.35M	Sell	94,785 -13,132	-12%	-$738K	3.07%	9
2024 Q1	$6.32M	Buy	107,917 +1,117	+1%	+$62K	3.85%	6
2023 Q4	$5.61M	Buy	106,800 +188	+0.2%	+$9.55K	3.75%	6
2023 Q3	$5.36M	Buy	106,612 +28,781	+37%	+$1.48M	5.79%	5
2023 Q2	$4.01M	Buy	+77,831	New	+$3.88M	3.15%	11

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 $7.95B AUM 28.94% 1-Year Est. Return

1CP

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

Peak Financial Advisors's BBJP Position: Q1 2025 in Review

Peak Financial Advisors sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2025, closing a stake of 42,643 shares — an estimated $2.34M sold.

Peak Financial Advisors first reported a position in BBJP in Q2 2023 and held it in 7 quarters. The position peaked at $6.32M in Q1 2024. 210 funds tracked by Wall St. Rank hold BBJP as of Q1 2025.

Peak Financial Advisors reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2025 after selling out during the quarter.
Peak Financial Advisors sold 42,643 JPMorgan BetaBuilders Japan ETF shares in Q1 2025, an estimated $2.34M.
Peak Financial Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2023 and held it in 7 quarters.
Peak Financial Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $6.32M in Q1 2024.
210 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2025.

Based on Peak Financial Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.