Icon Wealth Advisors, LLC J P Morgan Betabuilders Develo Transaction History

Icon Wealth Advisors, LLC

$1.17 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$43.33 - $49.68 $43,633 - $50,027	1,007 Added 15.54%	7,489 $370,000
Q3 2022 Jan 25, 2023	BUY	$42.32 - $50.51 $274,318 - $327,405	6,482 New	6,482 $274,000

Others Institutions Holding BBAX

# of Institutions

98

Shares Held

91.4M

Call Options Held

0

Put Options Held

100

Jpmorgan Chase & CO New York, NY

78.3M
Shares

$4.01 Billion
0.33% of portfolio
Bank Of America Corp Charlotte, NC

9.73M
Shares

$498 Million
0.04% of portfolio
Municipal Employees' Retirement System Of Michigan

910K
Shares

$46.6 Million
0.61% of portfolio
Janus Henderson Group PLC London, X0

574K
Shares

$29.4 Million
0.02% of portfolio
Aia Group LTD Hong Kong, K3

340K
Shares

$17.4 Million
0.5% of portfolio

About J P MORGAN BETABUILDERS DEVELO

Ticker BBAX
Sector ETFs
Industry ETFs

More about BBAX

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