RGF
JPXN

Retirement Guys Formula’s iShares JPX-Nikkei 400 ETF JPXN Stock Holding History

Retirement Guys Formula’s Portfolio JPXN Stock Details JPXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32,083
Closed -$2.32M – 132
2024
Q2 		$2.32M Buy
32,083
+1,212
+4% +$87.6K 1.11% 18
2024
Q1 		$2.31M Sell
30,871
-724
-2% -$51.7K 1.13% 20
2023
Q4 		$2.15M Sell
31,595
-4,118
-12% -$267K 1.15% 24
2023
Q3 		$2.29M Buy
35,713
+2,311
+7% +$152K 1.59% 15
2023
Q2 		$2.2M Sell
33,402
-2,393
-7% -$154K 1.28% 24
2023
Q1 		$2.24M Sell
35,795
-1,309
-4% -$79.6K 1.61% 18
2022
Q4 		$2.16M Buy
+37,104
New +$2.08M 1.77% 14

Other funds holding JPXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Retirement Guys Formula's JPXN Position: Q3 2024 in Review

Retirement Guys Formula sold out of iShares JPX-Nikkei 400 ETF (JPXN) in Q3 2024, closing a stake of 32,083 shares — an estimated $2.32M sold.

Retirement Guys Formula first reported a position in JPXN in Q4 2022 and held it in 7 quarters. The position peaked at $2.32M in Q2 2024. 26 funds tracked by Wall St. Rank hold JPXN as of Q3 2024.

  • Retirement Guys Formula reported no remaining iShares JPX-Nikkei 400 ETF position as of Q3 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 32,083 iShares JPX-Nikkei 400 ETF shares in Q3 2024, an estimated $2.32M.
  • Retirement Guys Formula first reported a position in iShares JPX-Nikkei 400 ETF in Q4 2022 and held it in 7 quarters.
  • Retirement Guys Formula's iShares JPX-Nikkei 400 ETF position peaked at $2.32M in Q2 2024.
  • 26 funds tracked by Wall St. Rank held iShares JPX-Nikkei 400 ETF as of Q3 2024.

Based on Retirement Guys Formula's 13F filing for Q3 2024, filed 21 Oct 2024.