Kathleen S. Wright Associates Inc. J P Morgan Betabuilders Develo Transaction History

Kathleen S. Wright Associates Inc.

$246 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 17, 2024	BUY	$46.22 - $49.29 $184 - $197	4 Added 33.33%	16 $0
Q4 2023 Jan 31, 2024	BUY	$43.33 - $49.68 $519 - $596	12 New	12 $0

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.