Sage Advisory Services’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Sage Advisory Services’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
2024 Q4	–	Sell	-209,391	Closed	-$11.8M	–	43
2024 Q3	$11.8M	Hold	209,391	–	–	3.32%	11
2024 Q2	$11.8M	Buy	209,391 +2,607	+1%	+$147K	3.32%	11
2024 Q1	$12.1M	Sell	206,784 -25,065	-11%	-$1.39M	3.31%	11
2023 Q4	$12.2M	Buy	231,849 +525	+0.2%	+$26.7K	3.26%	14
2023 Q3	$11.6M	Buy	231,324 +1,177	+0.5%	+$60.6K	3.25%	11
2023 Q2	$11.9M	Sell	230,147 -7,019	-3%	-$350K	3.46%	10
2023 Q1	$11.5M	Buy	237,166 +3,852	+2%	+$181K	3.26%	11
2022 Q4	$10.5M	Buy	+233,314	New	+$10.2M	3.06%	13
2020 Q1	–	Sell	-194,082	Closed	-$9.52M	–	48
2019 Q4	$9.52M	Buy	194,082 +2,338	+1%	+$115K	3.02%	12
2019 Q3	$9.1M	Buy	+191,744	New	+$8.79M	2.98%	14

Other funds holding BBJP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $6.88B AUM 20.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sage Advisory Services's BBJP Position: Q4 2024 in Review

Sage Advisory Services sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2024, closing a stake of 209,391 shares — an estimated $11.8M sold.

Sage Advisory Services first reported a position in BBJP in Q3 2019 and held it in 10 quarters. The position peaked at $12.2M in Q4 2023. 208 funds tracked by Wall St. Rank hold BBJP as of Q4 2024.

Sage Advisory Services reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2024 after selling out during the quarter.
Sage Advisory Services sold 209,391 JPMorgan BetaBuilders Japan ETF shares in Q4 2024, an estimated $11.8M.
Sage Advisory Services first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2019 and held it in 10 quarters.
Sage Advisory Services's JPMorgan BetaBuilders Japan ETF position peaked at $12.2M in Q4 2023.
208 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2024.

Based on Sage Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.