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United Capital Financial Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

United Capital Financial Advisors’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
2020
Q3 		– Sell
-127,801
Closed -$5.86M – 1160
2020
Q2 		$5.86M Buy
+127,801
New +$5.62M 0.04% 326
2020
Q1 		– Sell
-10,370
Closed -$509K – 1202
2019
Q4 		$509K Buy
+10,370
New +$512K ﹤0.01% 981

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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

United Capital Financial Advisors's BBJP Position: Q3 2020 in Review

United Capital Financial Advisors sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q3 2020, closing a stake of 127,801 shares — an estimated $5.86M sold.

United Capital Financial Advisors first reported a position in BBJP in Q4 2019 and held it in 2 quarters. The position peaked at $5.86M in Q2 2020. 101 funds tracked by Wall St. Rank hold BBJP as of Q3 2020.

  • United Capital Financial Advisors reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 127,801 JPMorgan BetaBuilders Japan ETF shares in Q3 2020, an estimated $5.86M.
  • United Capital Financial Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2019 and held it in 2 quarters.
  • United Capital Financial Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $5.86M in Q2 2020.
  • 101 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.