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SOA Wealth Advisors’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

SOA Wealth Advisors’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
Q4 		– Sell
-34
Closed -$1.84K – 874
2024
Q3 		$1.84K Hold
34
– – ﹤0.01% 677
2024
Q2 		$1.65K Hold
34
– – ﹤0.01% 690
2024
Q1 		$1.64K Hold
34
– – ﹤0.01% 727
2023
Q4 		$1.68K Sell
34
-88
-72% -$4.04K ﹤0.01% 716
2023
Q3 		$5.49K Buy
+122
New +$5.75K ﹤0.01% 605

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Morgan Stanley
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
PPWP
Proquility Private Wealth Partners Las Vegas, Nevada $324M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SOA Wealth Advisors's BBAX Position: Q4 2024 in Review

SOA Wealth Advisors sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q4 2024, closing a stake of 34 shares — an estimated $1.84K sold.

SOA Wealth Advisors first reported a position in BBAX in Q3 2023 and held it in 5 quarters. The position peaked at $5.49K in Q3 2023. 101 funds tracked by Wall St. Rank hold BBAX as of Q4 2024.

  • SOA Wealth Advisors reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 34 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q4 2024, an estimated $1.84K.
  • SOA Wealth Advisors first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2023 and held it in 5 quarters.
  • SOA Wealth Advisors's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $5.49K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.