Retirement Planning Group (Kansas)’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,823	Closed	-$232K	–	232
2024 Q1	$232K	Hold	4,823	–	–	0.02%	202
2023 Q4	$239K	Hold	4,823	–	–	0.02%	168
2023 Q3	$217K	Hold	4,823	–	–	0.02%	153
2023 Q2	$231K	Buy	4,823 +260	+6%	+$12.7K	0.02%	151
2023 Q1	$224K	Hold	4,563	–	–	0.02%	135
2022 Q4	$223K	Buy	+4,563	New	+$212K	0.03%	126

Other funds holding BBAX

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPWP

Proquility Private Wealth Partners Las Vegas, Nevada $324M AUM 8.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BBAX Position: Q2 2024 in Review

Retirement Planning Group (Kansas) sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q2 2024, closing a stake of 4,823 shares — an estimated $232K sold.

Retirement Planning Group (Kansas) first reported a position in BBAX in Q4 2022 and held it in 6 quarters. The position peaked at $239K in Q4 2023. 91 funds tracked by Wall St. Rank hold BBAX as of Q2 2024.

Retirement Planning Group (Kansas) reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q2 2024 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 4,823 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2024, an estimated $232K.
Retirement Planning Group (Kansas) first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q4 2022 and held it in 6 quarters.
Retirement Planning Group (Kansas)'s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $239K in Q4 2023.
91 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2024.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2024, filed 12 Jul 2024.