Stifel Financial Corp Jp Morgan ETF Trust Betabuilde Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$54.64 - $57.88 $203,697 - $215,776	-3,728 Reduced 25.11%	11,118 $627,000
Q1 2024 May 13, 2024	SELL	$51.68 - $58.94 $559,746 - $638,379	-10,831 Reduced 42.18%	14,846 $869,000
Q4 2023 Feb 12, 2024	SELL	$47.78 - $53.33 $2.04 Million - $2.28 Million	-42,739 Reduced 62.47%	25,677 $1.35 Million
Q3 2023 Nov 13, 2023	BUY	$49.37 - $53.05 $1.83 Million - $1.96 Million	37,038 Added 118.04%	68,416 $3.44 Million
Q2 2023 Aug 14, 2023	BUY	$47.62 - $53.01 $173,193 - $192,797	3,637 Added 13.11%	31,378 $1.62 Million
Q1 2023 May 12, 2023	SELL	$44.06 - $48.48 $334,062 - $367,575	-7,582 Reduced 21.46%	27,741 $1.34 Million
Q4 2022 Feb 13, 2023	BUY	$40.5 - $46.89 $23,652 - $27,383	584 Added 1.68%	35,323 $1.59 Million
Q3 2022 Nov 14, 2022	BUY	$40.83 - $47.69 $59,366 - $69,341	1,454 Added 4.37%	34,739 $1.42 Million
Q2 2022 Aug 15, 2022	BUY	$43.43 - $51.38 $71,485 - $84,571	1,646 Added 5.2%	33,285 $1.47 Million
Q1 2022 May 13, 2022	SELL	$47.94 - $55.97 $18,217 - $21,268	-380 Reduced 1.19%	31,639 $1.61 Million
Q4 2021 Feb 14, 2022	BUY	$54.96 - $58.77 $745,972 - $797,685	13,573 Added 73.58%	32,019 $1.76 Million
Q3 2021 Nov 15, 2021	BUY	$55.46 - $61.89 $221,285 - $246,941	3,990 Added 27.6%	18,446 $1.08 Million
Q2 2021 Aug 13, 2021	BUY	$54.39 - $58.14 $786,261 - $840,471	14,456 New	14,456 $817,000

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

$7.73 Billion
0.68% of portfolio
Argi Investment Services, LLC

2.5M
Shares

$139 Million
12.49% of portfolio
Bank Of America Corp Charlotte, NC

1.61M
Shares

$89.6 Million
0.01% of portfolio
Perella Weinberg Partners Capital Management LP

1.53M
Shares

$84.9 Million
9.56% of portfolio
Morgan Stanley New York, NY

1.38M
Shares

$76.7 Million
0.01% of portfolio

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 Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.