Peak Financial Advisors LLC Jp Morgan ETF Trust Betabuilde Transaction History

Peak Financial Advisors LLC

$156 Million
Q4 2024

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 42,643 shares of BBJP stock, worth $2.39 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

42,643

Previous 89,306 52.25%

Holding current value

$2.39 Million

Previous $5.29 Million 55.8%

% of portfolio

1.5%

Previous 3.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$54.29 - $59.49 $2.53 Million - $2.78 Million	-46,663 Reduced 52.25%	42,643 $2.34 Million
Q3 2024 Oct 09, 2024	SELL	$52.27 - $60.45 $286,387 - $331,205	-5,479 Reduced 5.78%	89,306 $5.29 Million
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

# of Institutions

222

Shares Held

149M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ETF TRUST BETABUILDE

Ticker BBJP
Sector ETFs
Industry ETFs

More about BBJP

Track This Portfolio

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.

Account

Peak Financial Advisors LLC Jp Morgan ETF Trust Betabuilde Transaction History