Squar Milner Financial Services’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-394	Closed	-$16K	–	258
2020 Q1	$16K	Sell	394 -6,494	-94%	-$295K	0.01%	500
2019 Q4	$338K	Buy	+6,888	New	+$340K	0.17%	127
2019 Q3	–	Sell	-273	Closed	-$12K	–	264
2019 Q2	$12K	Buy	273 +82	+43%	+$3.71K	0.01%	503
2019 Q1	$8K	Buy	191 +36	+23%	+$1.61K	0.01%	554
2018 Q4	$7K	Sell	155 -22	-12%	-$1K	0.01%	518
2018 Q3	$9K	Buy	+177	New	+$8.54K	0.01%	513

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 13.96% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MAM

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

RIG

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Squar Milner Financial Services's BBJP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2020, closing a stake of 394 shares — an estimated $16K sold.

Squar Milner Financial Services first reported a position in BBJP in Q3 2018 and held it in 6 quarters. The position peaked at $338K in Q4 2019. 89 funds tracked by Wall St. Rank hold BBJP as of Q2 2020.

Squar Milner Financial Services reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 394 JPMorgan BetaBuilders Japan ETF shares in Q2 2020, an estimated $16K.
Squar Milner Financial Services first reported a position in JPMorgan BetaBuilders Japan ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's JPMorgan BetaBuilders Japan ETF position peaked at $338K in Q4 2019.
89 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.