Robertson Stephens Wealth Management, LLC Jp Morgan ETF Trust Betabuilde Transaction History

Robertson Stephens Wealth Management, LLC

$2.75 Billion
Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Jp Morgan ETF Trust Betabuilde stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 17,105 shares of BBJP stock, worth $968,998. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,105

Previous 18,263 6.34%

Holding current value

$968,998

Previous $1.08 Million 13.31%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$54.29 - $59.49 $62,867 - $68,889	-1,158 Reduced 6.34%	17,105 $938,000
Q3 2024 Nov 12, 2024	BUY	$52.27 - $60.45 $32,146 - $37,176	615 Added 3.48%	18,263 $1.08 Million
Q2 2024 Aug 13, 2024	BUY	$54.64 - $57.88 $3,770 - $3,993	69 Added 0.39%	17,648 $995,000
Q1 2024 May 15, 2024	BUY	$51.68 - $58.94 $250,182 - $285,328	4,841 Added 38.0%	17,579 $1.03 Million
Q4 2023 Feb 06, 2024	BUY	$47.78 - $53.33 $232,306 - $259,290	4,862 Added 61.73%	12,738 $668,000
Q3 2023 Nov 13, 2023	BUY	$49.37 - $53.05 $388,838 - $417,821	7,876 New	7,876 $395,000
Q1 2022 May 16, 2022	SELL	$47.94 - $55.97 $627,582 - $732,703	-13,091 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$55.46 - $61.89 $726,026 - $810,201	13,091 New	13,091 $768,000

Others Institutions Holding BBJP

# of Institutions

223

Shares Held

149M

Call Options Held

Put Options Held

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About JP MORGAN ETF TRUST BETABUILDE

Ticker BBJP
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Robertson Stephens Wealth Management, LLC Jp Morgan ETF Trust Betabuilde Transaction History