Peak Financial Advisors LLC Jp Morgan ETF Trust Betabuilde Transaction History

Peak Financial Advisors LLC

$159 Million
Q3 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 89,306 shares of BBJP stock, worth $4.97 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares

89,306

Previous 94,785 5.78%

Holding current value

$4.97 Million

Previous $5.35 Million 1.01%

% of portfolio

3.33%

Previous 3.86%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

221

Shares Held

160M

Call Options Held

1.1K

Put Options Held

600

View Full List

About JP MORGAN ETF TRUST BETABUILDE

Ticker BBJP
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Peak Financial Advisors LLC Jp Morgan ETF Trust Betabuilde Transaction History