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Sterling Financial Planning’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-77
Closed -$5K – 133
2021
Q3 		$5K Hold
77
– – ﹤0.01% 357
2021
Q2 		$4K Hold
77
– – ﹤0.01% 353
2021
Q1 		$4K Buy
+77
New +$4.42K ﹤0.01% 327

Other funds holding BBJP

JP Morgan Chase
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterling Financial Planning's BBJP Position: Q4 2021 in Review

Sterling Financial Planning sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2021, closing a stake of 77 shares — an estimated $5K sold.

Sterling Financial Planning first reported a position in BBJP in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 153 funds tracked by Wall St. Rank hold BBJP as of Q4 2021.

  • Sterling Financial Planning reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 77 JPMorgan BetaBuilders Japan ETF shares in Q4 2021, an estimated $5K.
  • Sterling Financial Planning first reported a position in JPMorgan BetaBuilders Japan ETF in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's JPMorgan BetaBuilders Japan ETF position peaked at $5K in Q3 2021.
  • 153 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.