Big Sur Wealth Management LLC Jp Morgan ETF Trust Betabuilde Transaction History

Big Sur Wealth Management LLC

  • $341 Million
  • Q4 2024

A detailed history of Big Sur Wealth Management LLC transactions in Jp Morgan ETF Trust Betabuilde stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 99,705 shares of BBJP stock, worth $5.62 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
99,705
Previous 101,055 1.34%
Holding current value
$5.62 Million
Previous $5.99 Million 8.65%
% of portfolio
1.6%
Previous 1.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$54.29 - $59.49 $73,291 - $80,311
-1,350 Reduced 1.34%
99,705 $5.47 Million
Q3 2024

Oct 16, 2024
BUY
$52.27 - $60.45 $316,233 - $365,722
6,050 Added 6.37%
101,055 $5.99 Million
Q2 2024

Jul 22, 2024
BUY
$54.64 - $57.88 $568,256 - $601,952
10,400 Added 12.29%
95,005 $5.36 Million
Q1 2024

May 21, 2024
BUY
$51.68 - $58.94 $4.37 Million - $4.99 Million
84,605 New
84,605 $4.95 Million

Others Institutions Holding BBJP

# of Institutions
222
Shares Held
149M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ETF TRUST BETABUILDE

BBJP Quotes by TradingView
  • Ticker BBJP
  • Sector ETFs
  • Industry ETFs
More about BBJP
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email