Toth Financial Advisory’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-73	Closed	-$3.67K	–	733
2023 Q3	$3.67K	Hold	73	–	–	﹤0.01%	573
2023 Q2	$3.76K	Hold	73	–	–	﹤0.01%	578
2023 Q1	$3.53K	Hold	73	–	–	﹤0.01%	582
2022 Q4	$3.28K	Hold	73	–	–	﹤0.01%	541
2022 Q3	$3K	Hold	73	–	–	﹤0.01%	588
2022 Q2	$3K	Hold	73	–	–	﹤0.01%	544
2022 Q1	$4K	Hold	73	–	–	﹤0.01%	556
2021 Q4	$4K	Buy	+73	New	+$4.16K	﹤0.01%	577

Other funds holding BBJP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Toth Financial Advisory's BBJP Position: Q4 2023 in Review

Toth Financial Advisory sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q4 2023, closing a stake of 73 shares — an estimated $3.67K sold.

Toth Financial Advisory first reported a position in BBJP in Q4 2021 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 219 funds tracked by Wall St. Rank hold BBJP as of Q4 2023.

Toth Financial Advisory reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 73 JPMorgan BetaBuilders Japan ETF shares in Q4 2023, an estimated $3.67K.
Toth Financial Advisory first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2021 and held it in 8 quarters.
Toth Financial Advisory's JPMorgan BetaBuilders Japan ETF position peaked at $4K in Q1 2022.
219 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.