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

Summit Place Financial Advisors, LLC

$197 Million
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 24, 2025	SELL	$50.27 - $62.05 $2,010 - $2,482	-40 Reduced 0.12%	33,580 $2.07 Million
Q1 2025 Apr 28, 2025	BUY	$53.35 - $58.68 $70,955 - $78,044	1,330 Added 4.12%	33,620 $1.89 Million
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

260

Shares Held

153M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

136M
Shares

$9.47 Billion
0.6% of portfolio
3 Edge Asset Management, LP

1.89M
Shares

$131 Million
7.59% of portfolio
Perella Weinberg Partners Capital Management LP

1.53M
Shares

$106 Million
9.56% of portfolio
Morgan Stanley New York, NY

1.32M
Shares

$91.7 Million
0.01% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

1.03M
Shares

$71.6 Million
0.01% of portfolio

About JP MORGAN ETF TRUST BETABUILDE

Ticker BBJP
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