Purchases and Sales Made in Q1 2024 in Jp Morgan Exc Trd Tr Betabuild (BBSC)
This table provides information about the institutional ownership of Jp Morgan Exc Trd Tr Betabuild (BBSC) during Q1 2024. The information is specifically focused on institutions that hold shares of JP MORGAN EXC-TRD TR BETABUILD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.7KNew |
$1.14M - $1.24M
|
19.7K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.3KNew |
$1.06M - $1.15M
|
18.3K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$599K - $652K
|
10.4K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.26KNew |
$188K - $205K
|
3.26K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
495New |
$28.6K - $31.1K
|
495
$34.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
454+ 454.0% |
$26.2K - $28.6K
|
554
$38.7K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
87New |
$5.03K - $5.47K
|
87
$6.08K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
83+ 9.72% |
$4.79K - $5.22K
|
937
$65.5K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35+ 3.6% |
$2.02K - $2.2K
|
1.01K
$70.4K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21New |
$1.21K - $1.32K
|
21
$1.47K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17+ 425.0% |
$982 - $1.07K
|
21
$1.47K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5New |
$289 - $315
|
5
$349
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-76- 85.39% |
$4.39K - $4.78K
|
13
$909
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-390- 91.55% |
$22.5K - $24.5K
|
36
$2.52K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-681- 92.78% |
$39.3K - $42.8K
|
53
$3.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-869- 98.97% |
$50.2K - $54.7K
|
9
$629
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.75K- 8.25% |
$159K - $173K
|
30.6K
$2.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 71.52% |
$787K - $857K
|
5.42K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.6K- 77.5% |
$1.71M - $1.86M
|
8.6K
$601K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36.8K- 39.76% |
$2.13M - $2.32M
|
55.7K
$3.9M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-62.9K- 99.98% |
$3.63M - $3.95M
|
10
$699
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-109K- 94.41% |
$6.31M - $6.88M
|
6.47K
$452K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-166K- 95.18% |
$9.59M - $10.4M
|
8.4K
$587K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-319K- 5.41% |
$18.4M - $20.1M
|
5.57M
$390M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.84M- 40.78% |
$222M - $241M
|
5.57M
$390M
|