Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
127K+ 2627.0% |
$10.3M - $11.7M
|
132K
$12.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.5K+ 38.38% |
$2.32M - $2.64M
|
103K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.8KNew |
$1.94M - $2.2M
|
23.8K
$2.33M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 993.98% |
$1.76M - $2M
|
23.8K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$908K - $1.03M
|
11.1K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.29KNew |
$431K - $489K
|
5.29K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.34K+ 22.57% |
$272K - $308K
|
18.1K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.13KNew |
$255K - $289K
|
3.13K
$307K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.97K+ 13.9% |
$242K - $275K
|
24.4K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.3K+ 23.23% |
$188K - $213K
|
12.2K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.3KNew |
$187K - $212K
|
2.3K
$225K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2KNew |
$163K - $185K
|
2K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.8K+ 8.97% |
$147K - $167K
|
21.9K
$2.15M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.8K+ 8.97% |
$147K - $167K
|
21.9K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.35KNew |
$110K - $125K
|
1.35K
$133K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
623New |
$50.8K - $57.6K
|
623
$61.1K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
239+ 31.87% |
$19.5K - $22.1K
|
989
$96.9K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
195New |
$15.9K - $18K
|
195
$19.1K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
119New |
$9.7K - $11K
|
119
$11.7K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
116+ 2.19% |
$9.45K - $10.7K
|
5.4K
$530K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
74+ 15.38% |
$6.03K - $6.84K
|
555
$54.4K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 22.9% |
$4.89K - $5.55K
|
322
$31.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
52New |
$4.24K - $4.81K
|
52
$5.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 46.67% |
$1.14K - $1.29K
|
44
$4.31K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14New |
$1.14K - $1.29K
|
14
$1.37K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3+ 0.43% |
$245 - $277
|
696
$68.2K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.83% |
$81.5 - $92.5
|
122
$12K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-11- 17.19% |
$897 - $1.02K
|
53
$5.19K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-133- 7.51% |
$10.8K - $12.3K
|
1.64K
$161K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-308- 5.56% |
$25.1K - $28.5K
|
5.24K
$513K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-437- 5.13% |
$35.6K - $40.4K
|
8.07K
$791K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-472- 2.41% |
$38.5K - $43.6K
|
19.1K
$1.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-1.24K- 11.54% |
$101K - $114K
|
9.48K
$929K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.73K- 36.71% |
$141K - $160K
|
2.98K
$292K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.54K- 19.37% |
$289K - $328K
|
14.7K
$1.44M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.53K- 17.14% |
$370K - $419K
|
21.9K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-376K- 2.11% |
$30.7M - $34.8M
|
17.5M
$1.71B
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-626K- 3.46% |
$51M - $57.9M
|
17.5M
$1.71B
|