Summit Place Financial Advisors, LLC Jp Morgan ETF Trust Betabuilde Transaction History

Summit Place Financial Advisors, LLC

$164 Million
Q4 2024

A detailed history of Summit Place Financial Advisors, LLC transactions in Jp Morgan ETF Trust Betabuilde stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 32,290 shares of BBJP stock, worth $1.82 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

32,290

Previous 32,955 2.02%

Holding current value

$1.82 Million

Previous $1.95 Million 9.27%

% of portfolio

1.08%

Previous 1.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$54.29 - $59.49 $36,102 - $39,560	-665 Reduced 2.02%	32,290 $1.77 Million
Q3 2024 Oct 24, 2024	SELL	$52.27 - $60.45 $133,027 - $153,845	-2,545 Reduced 7.17%	32,955 $1.95 Million
Q2 2024 Jul 25, 2024	BUY	$54.64 - $57.88 $36,882 - $39,069	675 Added 1.94%	35,500 $2 Million
Q1 2024 Apr 30, 2024	BUY	$51.68 - $58.94 $257,366 - $293,521	4,980 Added 16.69%	34,825 $2.04 Million
Q4 2023 Feb 07, 2024	BUY	$47.78 - $53.33 $52,319 - $58,396	1,095 Added 3.81%	29,845 $1.57 Million
Q3 2023 Nov 08, 2023	BUY	$49.37 - $53.05 $1.42 Million - $1.53 Million	28,750 New	28,750 $1.44 Million

Others Institutions Holding BBJP

# of Institutions

221

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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Summit Place Financial Advisors, LLC Jp Morgan ETF Trust Betabuilde Transaction History