Security National Trust’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Security National Trust’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
2021 Q1	–	Sell	-114	Closed	-$6K	–	391
2020 Q4	$6K	Hold	114	–	–	﹤0.01%	372
2020 Q3	$5K	Buy	+114	New	+$5.31K	﹤0.01%	377

Other funds holding BBAX

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

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

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Security National Trust's BBAX Position: Q1 2021 in Review

Security National Trust sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q1 2021, closing a stake of 114 shares — an estimated $6K sold.

Security National Trust first reported a position in BBAX in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 49 funds tracked by Wall St. Rank hold BBAX as of Q1 2021.

Security National Trust reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q1 2021 after selling out during the quarter.
Security National Trust sold 114 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q1 2021, an estimated $6K.
Security National Trust first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2020 and held it in 2 quarters.
Security National Trust's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $6K in Q4 2020.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2021.

Based on Security National Trust's 13F filing for Q1 2021, filed 4 May 2021.