Steward Financial Group’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Steward Financial Group’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
2023 Q3	$1K	Buy	+24	New	+$1.24K	﹤0.01%	1099
2023 Q2	–	Sell	-51	Closed	-$2K	–	499
2023 Q1	$2K	Hold	51	–	–	﹤0.01%	476
2022 Q4	$2K	Buy	+51	New	+$2.24K	﹤0.01%	309
2022 Q3	–	Sell	-51	Closed	-$2K	–	190
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	516
2022 Q1	$2K	Hold	51	–	–	﹤0.01%	274
2021 Q4	$2K	Buy	+51	New	+$2.91K	﹤0.01%	219

Other funds holding BBJP

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

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

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

FTUS

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Financial Group's BBJP Position: Q3 2023 in Review

Steward Financial Group opened a new position in JPMorgan BetaBuilders Japan ETF (BBJP) in Q3 2023: 24 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BBJP as recently as Q1 2023.

Steward Financial Group first reported a position in BBJP in Q4 2021 and has held it in 6 quarters since. The position peaked at $2K in Q1 2023. 198 funds tracked by Wall St. Rank hold BBJP as of Q3 2023.

Steward Financial Group held 24 shares of JPMorgan BetaBuilders Japan ETF worth $1K as of Q3 2023.
JPMorgan BetaBuilders Japan ETF was a new Steward Financial Group position in Q3 2023.
JPMorgan BetaBuilders Japan ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1099 holding.
Steward Financial Group first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2021 and has held it in 6 quarters since.
Steward Financial Group's JPMorgan BetaBuilders Japan ETF position peaked at $2K in Q1 2023.
198 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.