Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.2K+ 22.82% |
$1.33M - $1.51M
|
109K
$6.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.1KNew |
$729K - $831K
|
11.1K
$693K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.46K+ 124.55% |
$424K - $484K
|
11.7K
$728K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.24K+ 7.0% |
$213K - $243K
|
49.5K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.98KNew |
$196K - $223K
|
2.98K
$186K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.57K - $7.49K
|
100
$6.25K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
54+ 7.05% |
$3.55K - $4.04K
|
820
$51.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
31+ 77.5% |
$2.04K - $2.32K
|
71
$4.44K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
20New |
$1.31K - $1.5K
|
20
$1.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 2.78% |
$65.7 - $74.9
|
35
$2.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6- 0.08% |
$394 - $449
|
7.9K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-99- 28.29% |
$6.5K - $7.41K
|
251
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-125- 10.51% |
$8.21K - $9.36K
|
1.06K
$66.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-153- 4.27% |
$10K - $11.5K
|
3.43K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-608- 10.38% |
$39.9K - $45.5K
|
5.25K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.17K- 6.96% |
$142K - $162K
|
29K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-357K- 6.06% |
$23.4M - $26.7M
|
5.54M
$346M
|