Twin Peaks Wealth Advisors, LLC J P Morgan Exch Traded Fd Tr B Transaction History

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 15,746 shares of BBIN stock, worth $980,503. This represents 0.43% of its overall portfolio holdings.

Number of Shares

15,746

Previous 11,268 39.74%

Holding current value

$980,503

Previous $643 Million 48.11%

% of portfolio

0.43%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$56.44 - $64.13 $252,738 - $287,174	4,478 Added 39.74%	15,746 $953 Million
Q4 2024 Feb 04, 2025	BUY	$57.07 - $62.58 $328,666 - $360,398	5,759 Added 104.54%	11,268 $643 Million
Q3 2024 Oct 25, 2024	BUY	$56.88 - $63.65 $32,364 - $36,216	569 Added 11.52%	5,509 $347 Million
Q2 2024 Jul 31, 2024	SELL	$57.42 - $61.75 $20,958 - $22,538	-365 Reduced 6.88%	4,940 $292 Million
Q1 2024 Apr 23, 2024	SELL	$55.4 - $60.38 $2,049 - $2,234	-37 Reduced 0.69%	5,305 $319 Million
Q4 2023 Jan 17, 2024	BUY	$49.81 - $57.1 $266,085 - $305,028	5,342 New	5,342 $304 Million

Others Institutions Holding BBIN

# of Institutions

114

Shares Held

72.2M

Call Options Held

Put Options Held

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About J P MORGAN EXCH-TRADED FD TR B

Ticker BBIN
Sector ETFs
Industry ETFs

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Twin Peaks Wealth Advisors, LLC J P Morgan Exch Traded Fd Tr B Transaction History