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

Principal 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
2023
Q4 		– Sell
-24,139
Closed -$1.21M – 2421
2023
Q3 		$1.21M Hold
24,139
– – ﹤0.01% 1819
2023
Q2 		$1.24M Buy
+24,139
New +$1.2M ﹤0.01% 1818

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Principal Financial Group's BBJP Position: Q4 2023 in Review

Principal Financial Group sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2023, closing a stake of 24,139 shares — an estimated $1.21M sold.

Principal Financial Group first reported a position in BBJP in Q2 2023 and held it in 2 quarters. The position peaked at $1.24M in Q2 2023. 219 funds tracked by Wall St. Rank hold BBJP as of Q4 2023.

  • Principal Financial Group reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 24,139 JPMorgan BetaBuilders Japan ETF shares in Q4 2023, an estimated $1.21M.
  • Principal Financial Group first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2023 and held it in 2 quarters.
  • Principal Financial Group's JPMorgan BetaBuilders Japan ETF position peaked at $1.24M in Q2 2023.
  • 219 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.