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Security National Trust’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Security National Trust’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
2020
Q4 		– Sell
-232
Closed -$11K – 409
2020
Q3 		$11K Buy
+232
New +$11.1K ﹤0.01% 339

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Madison Asset Management
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Security National Trust's BBJP Position: Q4 2020 in Review

Security National Trust sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2020, closing a stake of 232 shares — an estimated $11K sold.

Security National Trust first reported a position in BBJP in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 109 funds tracked by Wall St. Rank hold BBJP as of Q4 2020.

  • Security National Trust reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2020 after selling out during the quarter.
  • Security National Trust sold 232 JPMorgan BetaBuilders Japan ETF shares in Q4 2020, an estimated $11K.
  • Security National Trust first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2020 and held it in 1 quarter.
  • Security National Trust's JPMorgan BetaBuilders Japan ETF position peaked at $11K in Q3 2020.
  • 109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2020.

Based on Security National Trust's 13F filing for Q4 2020, filed 26 Jan 2021.