Institutional & Family Asset Management, LLC Jp Morgan ETF Trust Betabuilde Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$49.37 - $53.05 $1,332 - $1,432	-27 Reduced 21.6%	98 $4,000
Q2 2023 Aug 09, 2023	BUY	$47.62 - $53.01 $1,238 - $1,378	26 Added 26.26%	125 $6,000
Q4 2022 Feb 08, 2023	SELL	$40.5 - $46.89 $8,181 - $9,471	-202 Reduced 67.11%	99 $4,000
Q2 2022 Aug 08, 2022	SELL	$43.43 - $51.38 $9,641 - $11,406	-222 Reduced 42.45%	301 $13,000
Q4 2021 Feb 14, 2022	BUY	$54.96 - $58.77 $28,744 - $30,736	523 New	523 $29,000

Others Institutions Holding BBJP

# of Institutions

221

Shares Held

160M

Call Options Held

1.1K

Put Options Held

600

Jpmorgan Chase & CO New York, NY

139M
Shares

$7.92 Billion
0.68% of portfolio
Argi Investment Services, LLC

2.5M
Shares

$142 Million
12.49% of portfolio
Bank Of America Corp Charlotte, NC

1.61M
Shares

$91.8 Million
0.01% of portfolio
Perella Weinberg Partners Capital Management LP

1.53M
Shares

$87 Million
9.56% of portfolio
Morgan Stanley New York, NY

1.38M
Shares

$78.5 Million
0.01% of portfolio

View Full List

About JP MORGAN ETF TRUST BETABUILDE

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