Ifp Advisors, Inc Jp Morgan ETF Tr Betabuilders Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$75.23 - $86.77 $3,987 - $4,598	-53 Reduced 71.62%	21 $2,000
Q2 2022 Sep 06, 2022	BUY	$84.26 - $110.0 $6,235 - $8,140	74 New	74 $8,000
Q2 2022 Aug 12, 2022	SELL	$84.26 - $110.0 $6,235 - $8,140	-74 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$97.62 - $110.69 $7,223 - $8,191	74 New	74 $7,000
Q3 2021 Oct 06, 2021	SELL	$96.17 - $104.54 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$87.69 - $99.64 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$76.12 - $87.77 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$69.52 - $80.65 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	SELL	$69.12 - $76.29 $2,280 - $2,517	-33 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$58.22 - $79.74 $1,921 - $2,631	33 New	33 $2,000

Others Institutions Holding BBRE

# of Institutions

45

Shares Held

8.31M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

3.65M
Shares

$359 Million
0.03% of portfolio
University Of Texas

2.27M
Shares

$223 Million
38.8% of portfolio
Global Endowment Management, LP Charlotte, NC

547K
Shares

$53.8 Million
5.86% of portfolio
High Tower Advisors, LLC Chicago, IL

452K
Shares

$44.4 Million
0.07% of portfolio
Alaska Permanent Capital Management

323K
Shares

$31.7 Million
2.59% of portfolio

About JP MORGAN ETF TR BETABUILDERS

Ticker BBRE
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