Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
61.7K+ 194.55% |
$3.24M - $4.07M
|
93.4K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
35.3K+ 112.09% |
$1.86M - $2.33M
|
66.8K
$5.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.12KNew |
$217K - $272K
|
4.12K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.93K+ 41.64% |
$207K - $260K
|
13.4K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.01K+ 1.67% |
$106K - $133K
|
123K
$9.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.21K+ 116.65% |
$63.7K - $80K
|
2.25K
$172K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
586New |
$30.8K - $38.7K
|
586
$44.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
312+ 29.77% |
$16.4K - $20.6K
|
1.36K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188+ 0.34% |
$9.88K - $12.4K
|
55.4K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73New |
$3.84K - $4.82K
|
73
$5.56K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63+ 0.47% |
$3.31K - $4.16K
|
13.4K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
57+ 0.29% |
$3K - $3.76K
|
19.7K
$1.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5New |
$263 - $330
|
5
$381
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 6.45% |
$210 - $264
|
66
$5.03K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 11.11% |
$158 - $198
|
30
$2.29K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 24.53% |
$683 - $858
|
40
$3.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 60.0% |
$1.1K - $1.39K
|
14
$1.07K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 39.84% |
$5.26K - $6.6K
|
151
$11.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-545- 7.62% |
$28.7K - $36K
|
6.61K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.68K- 45.13% |
$456K - $573K
|
10.6K
$805K
|