Latest Institutional Transactions on Jp Morgan Exc Trd Fd Tr Betabu (BBMC)
This table provides information on the latest institutional transactions involving Jp Morgan Exc Trd Fd Tr Betabu (BBMC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-263- 3.68% |
$22.5K - $24.9K
|
6.88K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.48K+ 12.03% |
$212K - $235K
|
23.1K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
114New |
$9.75K - $10.8K
|
114
$11.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.7K+ 15.58% |
$1.42M - $1.58M
|
124K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
116+ 14.43% |
$9.92K - $11K
|
920
$95.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
325+ 20.27% |
$27.8K - $30.8K
|
1.93K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146+ 22.12% |
$12.5K - $13.8K
|
806
$83.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.59K+ 6.02% |
$136K - $151K
|
28K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-119- 3.77% |
$10.2K - $11.3K
|
3.04K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.16K- 99.17% |
$185K - $204K
|
18
$1.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$931K - $1.03M
|
10.9K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
112KNew |
$9.55M - $10.6M
|
112K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.62K- 5.71% |
$139K - $153K
|
26.7K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
311New |
$26.6K - $29.4K
|
311
$32.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01K+ 5.79% |
$86.3K - $95.5K
|
18.4K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-126K- 0.69% |
$10.8M - $12M
|
18.1M
$1.88B
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
326+ 7.71% |
$27.9K - $30.9K
|
4.55K
$472K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-457- 2.27% |
$39.1K - $43.3K
|
19.7K
$2.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5+ 7.35% |
$428 - $473
|
73
$7.56K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9K+ 11.9% |
$1.27M - $1.41M
|
140K
$14.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7+ 0.14% |
$599 - $663
|
5.12K
$531K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 29.33% |
$7.52K - $8.33K
|
388
$40.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
109New |
$9.32K - $10.3K
|
109
$11.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
514+ 18.66% |
$44K - $48.7K
|
3.27K
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-209- 2.2% |
$17.9K - $19.8K
|
9.27K
$961K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-229- 4.27% |
$19.6K - $21.7K
|
5.13K
$531K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-86- 5.63% |
$7.35K - $8.14K
|
1.44K
$149K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.33KNew |
$198K - $214K
|
2.33K
$241K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-9- 4.02% |
$767 - $827
|
215
$22.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-126K- 95.58% |
$10.7M - $11.6M
|
5.83K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
181+ 18.3% |
$15.4K - $16.6K
|
1.17K
$121K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4+ 7.55% |
$341 - $368
|
57
$5.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
65New |
$5.54K - $5.97K
|
65
$6.73K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 4.2% |
$426 - $459
|
124
$12.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
46+ 460.0% |
$3.92K - $4.23K
|
56
$5.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.9KNew |
$1.01M - $1.09M
|
11.9K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-148- 75.9% |
$12.6K - $13.6K
|
47
$4.87K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 1.26% |
$597 - $643
|
562
$58.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.82% |
$85.3 - $91.9
|
121
$12.5K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2New |
$171 - $184
|
2
$207
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6New |
$512 - $551
|
6
$622
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
52New |
$4.24K - $4.81K
|
52
$5.39K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2KNew |
$163K - $185K
|
2K
$207K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.97K+ 13.9% |
$242K - $275K
|
24.4K
$2.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14New |
$1.14K - $1.29K
|
14
$1.45K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 46.67% |
$1.14K - $1.29K
|
44
$4.56K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
40New |
$2.79K - $3.42K
|
40
$4.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$10.5K - $12.8K
|
150
$15.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 3.13% |
$69.9 - $85.5
|
31
$3.21K
|
|