Purchases and Sales Made in Q1 2025 in Jp Morgan Exc Trd Fd Tr Betabu (BBMC)
This table provides information about the institutional ownership of Jp Morgan Exc Trd Fd Tr Betabu (BBMC) during Q1 2025. The information is specifically focused on institutions that hold shares of JP MORGAN EXC-TRD FD TR BETABU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
845K+ 4.86% |
$74.8M - $85.8M
|
18.2M
$1.7B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
217KNew |
$19.2M - $22.1M
|
217K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.9K+ 259.91% |
$2.91M - $3.34M
|
45.5K
$4.25M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.8K+ 72.49% |
$2.1M - $2.41M
|
56.6K
$5.28M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$1.56M - $1.79M
|
17.7K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8K+ 235.3% |
$952K - $1.09M
|
15.3K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.22K+ 404.26% |
$461K - $530K
|
6.51K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.67K+ 17296.3% |
$413K - $474K
|
4.7K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.48KNew |
$396K - $455K
|
4.48K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.43K+ 31628.57% |
$392K - $450K
|
4.44K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.8KNew |
$248K - $285K
|
2.8K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.94KNew |
$171K - $196K
|
1.94K
$181K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
862+ 86.55% |
$76.2K - $87.5K
|
1.86K
$173K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
653+ 28.26% |
$57.8K - $66.3K
|
2.96K
$277K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
628+ 107.72% |
$55.5K - $63.8K
|
1.21K
$113K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
411New |
$36.3K - $41.7K
|
411
$38.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
257+ 3.3% |
$22.7K - $26.1K
|
8.04K
$750K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
256+ 1.85% |
$22.6K - $26K
|
14.1K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
252+ 1326.32% |
$22.3K - $25.6K
|
271
$25.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
190+ 5.42% |
$16.8K - $19.3K
|
3.69K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
89New |
$7.87K - $9.04K
|
89
$8.31K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
63New |
$5.57K - $6.4K
|
63
$5.88K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51New |
$4.51K - $5.18K
|
51
$4.76K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
29New |
$2.56K - $2.94K
|
29
$2.71K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9New |
$796 - $914
|
9
$840
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$88.4 - $102
|
1
$93.4
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-25- 10.42% |
$2.21K - $2.54K
|
215
$20.1K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-26- 23.01% |
$2.3K - $2.64K
|
87
$8.12K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-27Closed |
$2.39K - $2.74K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 4.53% |
$2.92K - $3.35K
|
696
$65K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-186- 15.83% |
$16.4K - $18.9K
|
989
$92.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-576- 11.48% |
$50.9K - $58.5K
|
4.44K
$414K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-598- 32.19% |
$52.9K - $60.7K
|
1.26K
$118K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-626- 89.56% |
$55.4K - $63.6K
|
73
$6.81K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-874- 92.58% |
$77.3K - $88.8K
|
70
$6.53K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-962- 94.69% |
$85.1K - $97.7K
|
54
$5.04K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29KClosed |
$114K - $131K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.41K- 12.17% |
$125K - $143K
|
10.2K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.66K- 34.21% |
$147K - $168K
|
3.19K
$298K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.97K- 40.52% |
$262K - $301K
|
4.35K
$406K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-8.02KClosed |
$709K - $815K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.9K- 66.7% |
$1.31M - $1.51M
|
7.42K
$693K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-74.2K- 78.9% |
$6.57M - $7.54M
|
19.8K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-107K- 96.21% |
$9.46M - $10.9M
|
4.21K
$393K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-128K- 42.67% |
$11.3M - $13M
|
172K
$16M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-217K- 99.99% |
$19.2M - $22.1M
|
15
$1.4K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-266K- 91.02% |
$23.5M - $27M
|
26.2K
$2.45M
|