TW
BBJP icon

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

TrinityPoint 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
Q1 		– Sell
-4,024
Closed -$211K – 311
2023
Q4 		$211K Sell
4,024
-69
-2% -$3.51K 0.04% 282
2023
Q3 		$206K Buy
4,093
+81
+2% +$4.17K 0.04% 271
2023
Q2 		$207K Buy
+4,012
New +$200K 0.04% 264

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

TrinityPoint Wealth's BBJP Position: Q1 2024 in Review

TrinityPoint Wealth sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2024, closing a stake of 4,024 shares — an estimated $211K sold.

TrinityPoint Wealth first reported a position in BBJP in Q2 2023 and held it in 3 quarters. The position peaked at $211K in Q4 2023. 249 funds tracked by Wall St. Rank hold BBJP as of Q1 2024.

  • TrinityPoint Wealth reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 4,024 JPMorgan BetaBuilders Japan ETF shares in Q1 2024, an estimated $211K.
  • TrinityPoint Wealth first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2023 and held it in 3 quarters.
  • TrinityPoint Wealth's JPMorgan BetaBuilders Japan ETF position peaked at $211K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2024.

Based on TrinityPoint Wealth's 13F filing for Q1 2024, filed 8 May 2024.