Source Financial Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Source Financial 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
2021 Q1	–	Sell	-17,777	Closed	-$996K	–	109
2020 Q4	$996K	Buy	+17,777	New	+$932K	0.27%	51

Other funds holding BBJP

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Source Financial Advisors's BBJP Position: Q1 2021 in Review

Source Financial Advisors sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2021, closing a stake of 17,777 shares — an estimated $996K sold.

Source Financial Advisors first reported a position in BBJP in Q4 2020 and held it in 1 quarter. The position peaked at $996K in Q4 2020. 106 funds tracked by Wall St. Rank hold BBJP as of Q1 2021.

Source Financial Advisors reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2021 after selling out during the quarter.
Source Financial Advisors sold 17,777 JPMorgan BetaBuilders Japan ETF shares in Q1 2021, an estimated $996K.
Source Financial Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2020 and held it in 1 quarter.
Source Financial Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $996K in Q4 2020.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2021.

Based on Source Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.