Number of Shares
99,537.00
Current Holdings Value*
$11.14 Mil
% of Portfolio
5.85%
Total Estimate Gain
$636,604.44
% of Total Estimate Gain
4.87%

Blue Oak Capital, LLC's JPMorgan BetaBuilders U.S. Equity ETF Holding Summary

As of 2025-06-30, Blue Oak Capital, LLC held 99,537.00 shares of JPMorgan BetaBuilders U.S. Equity ETF(BBUS), totaling $11.14 Mil. This investment constitutes 5.85% of their stock portfolio, and Blue Oak Capital, LLC now holds 0.22% of the outstanding JPMorgan BetaBuilders U.S. Equity ETF(BBUS) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $103.57 for 22,978.00 shares. Based on historical transaction data and BBUS's current price of $113.72, Blue Oak Capital, LLC's estimated gain on his BBUS holdings is $636,604.44, reflecting a 4.87% gain to date.

Blue Oak Capital, LLC BBUS ($113.72) Holding Chart

Blue Oak Capital, LLC BBUS ($113.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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