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SOA Wealth Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

SOA Wealth Advisors’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
-62
Closed -$3.67K – 875
2024
Q3 		$3.67K Hold
62
– – ﹤0.01% 627
2024
Q2 		$3.5K Hold
62
– – ﹤0.01% 634
2024
Q1 		$3.63K Hold
62
– – ﹤0.01% 644
2023
Q4 		$3.26K Sell
62
-165
-73% -$8.39K ﹤0.01% 644
2023
Q3 		$11.4K Buy
+227
New +$11.7K ﹤0.01% 505

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

SOA Wealth Advisors sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2024, closing a stake of 62 shares — an estimated $3.67K sold.

SOA Wealth Advisors first reported a position in BBJP in Q3 2023 and held it in 5 quarters. The position peaked at $11.4K in Q3 2023. 208 funds tracked by Wall St. Rank hold BBJP as of Q4 2024.

  • SOA Wealth Advisors reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 62 JPMorgan BetaBuilders Japan ETF shares in Q4 2024, an estimated $3.67K.
  • SOA Wealth Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2023 and held it in 5 quarters.
  • SOA Wealth Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $11.4K in Q3 2023.
  • 208 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2024.

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