A detailed history of Peak Financial Advisors LLC transactions in Jp Morgan ETF Trust Betabuilde stock. As of the latest transaction made, Peak Financial Advisors LLC holds 94,785 shares of BBJP stock, worth $5.58 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares
94,785
Previous 107,917 12.17%
Holding current value
$5.58 Million
Previous $6.32 Million 15.35%
% of portfolio
3.86%
Previous 4.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$54.64 - $57.88 $717,532 - $760,080
-13,132 Reduced 12.17%
94,785 $5.35 Million
Q1 2024

Apr 12, 2024

BUY
$51.68 - $58.94 $57,726 - $65,835
1,117 Added 1.05%
107,917 $6.32 Million
Q4 2023

Jan 10, 2024

BUY
$47.78 - $53.33 $8,982 - $10,026
188 Added 0.18%
106,800 $5.61 Million
Q3 2023

Oct 10, 2023

BUY
$49.37 - $53.05 $1.42 Million - $1.53 Million
28,781 Added 36.98%
106,612 $5.36 Million
Q2 2023

Jul 10, 2023

BUY
$47.62 - $53.01 $3.71 Million - $4.13 Million
77,831 New
77,831 $4.01 Million

Others Institutions Holding BBJP

About JP MORGAN ETF TRUST BETABUILDE


  • Ticker BBJP
  • Sector ETFs
  • Industry ETFs
More about BBJP
Track This Portfolio

Track Peak Financial Advisors LLC Portfolio

Follow Peak Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.