Hhm Wealth Advisors, LLC J P Morgan Betabuilders Develo Transaction History

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	SELL	$45.57 - $50.69 $366,792 - $408,003	-8,049 Reduced 88.31%	1,065 $51,000
Q1 2024 May 14, 2024	SELL	$46.22 - $49.29 $71,456 - $76,202	-1,546 Reduced 14.5%	9,114 $438,000
Q4 2023 Feb 05, 2024	SELL	$43.33 - $49.68 $360,505 - $413,337	-8,320 Reduced 43.84%	10,660 $527,000
Q3 2023 Nov 03, 2023	SELL	$44.55 - $49.85 $62,459 - $69,889	-1,402 Reduced 6.88%	18,980 $854,000
Q2 2023 Aug 11, 2023	BUY	$46.66 - $50.61 $4,246 - $4,605	91 Added 0.45%	20,382 $974,000
Q1 2023 May 02, 2023	SELL	$47.47 - $54.2 $380,709 - $434,684	-8,020 Reduced 28.33%	20,291 $997,000
Q4 2022 Jan 19, 2023	BUY	$41.9 - $50.5 $1.19 Million - $1.43 Million	28,311 New	28,311 $0

Others Institutions Holding BBAX

# of Institutions

104

Shares Held

88.4M

Call Options Held

200

Put Options Held

100

Jpmorgan Chase & CO New York, NY

75.3M
Shares

$3.74 Billion
0.33% of portfolio
Bank Of America Corp Charlotte, NC

9.79M
Shares

$486 Million
0.04% of portfolio
Municipal Employees' Retirement System Of Michigan

910K
Shares

$45.2 Million
0.65% of portfolio
Janus Henderson Group PLC London, X0

492K
Shares

$24.4 Million
0.01% of portfolio
Aia Group LTD Hong Kong, K3

340K
Shares

$16.9 Million
0.5% of portfolio

About J P MORGAN BETABUILDERS DEVELO

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