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SVB Wealth’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

SVB Wealth’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
Q2 		– Sell
-3,526
Closed -$206K – 757
2024
Q1 		$206K Sell
3,526
-5,076
-59% -$282K ﹤0.01% 755
2023
Q4 		$452K Sell
8,602
-1,830
-18% -$93K 0.01% 508
2023
Q3 		$524K Sell
10,432
-5,463
-34% -$281K 0.01% 442
2023
Q2 		$819K Buy
15,895
+1,379
+9% +$68.7K 0.01% 374
2023
Q1 		$703K Buy
14,516
+114
+0.8% +$5.35K 0.01% 454
2022
Q4 		$647K Sell
14,402
-1,151
-7% -$50.5K 0.01% 498
2022
Q3 		$635K Buy
15,553
+149
+1% +$6.66K 0.01% 471
2022
Q2 		$679K Buy
15,404
+325
+2% +$15.2K 0.01% 390
2022
Q1 		$765K Buy
15,079
+520
+4% +$27.2K 0.01% 368
2021
Q4 		$802K Buy
+14,559
New +$830K 0.01% 348
2021
Q1 		– Sell
-228
Closed -$12K – 930
2020
Q4 		$12K Hold
228
– – ﹤0.01% 841
2020
Q3 		$11K Buy
+228
New +$10.9K ﹤0.01% 728
2020
Q2 		– Sell
-80
Closed -$3K – 642
2020
Q1 		$3K Hold
80
– – ﹤0.01% 570
2019
Q4 		$4K Buy
+80
New +$3.95K ﹤0.01% 644

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

SVB Wealth's BBJP Position: Q2 2024 in Review

SVB Wealth sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2024, closing a stake of 3,526 shares — an estimated $206K sold.

SVB Wealth first reported a position in BBJP in Q4 2019 and held it in 14 quarters. The position peaked at $819K in Q2 2023. 245 funds tracked by Wall St. Rank hold BBJP as of Q2 2024.

  • SVB Wealth reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q2 2024 after selling out during the quarter.
  • SVB Wealth sold 3,526 JPMorgan BetaBuilders Japan ETF shares in Q2 2024, an estimated $206K.
  • SVB Wealth first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2019 and held it in 14 quarters.
  • SVB Wealth's JPMorgan BetaBuilders Japan ETF position peaked at $819K in Q2 2023.
  • 245 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.