Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
752K+ 4.3% |
$64.1M - $69.1M
|
18.2M
$1.89B
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
107KNew |
$9.11M - $9.82M
|
107K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.4K+ 852.13% |
$2.16M - $2.33M
|
28.4K
$2.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.4K+ 21.77% |
$1.91M - $2.06M
|
125K
$13M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.9KNew |
$1.01M - $1.09M
|
11.9K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.22K+ 42.71% |
$445K - $479K
|
17.4K
$1.81M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.53K+ 20.69% |
$387K - $417K
|
26.5K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.53K+ 20.69% |
$387K - $417K
|
26.5K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.47K+ 13.65% |
$211K - $227K
|
20.6K
$2.13M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.33KNew |
$198K - $214K
|
2.33K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.86K+ 35.13% |
$158K - $171K
|
7.14K
$740K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 35.04% |
$93.5K - $101K
|
4.23K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.04K+ 5.46% |
$88.9K - $95.8K
|
20.2K
$2.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
457+ 19.89% |
$39K - $42K
|
2.76K
$285K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 18.48% |
$21.3K - $23K
|
1.6K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
181+ 18.3% |
$15.4K - $16.6K
|
1.17K
$121K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
181+ 29.05% |
$15.4K - $16.6K
|
804
$83.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
65New |
$5.54K - $5.97K
|
65
$6.73K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
46+ 460.0% |
$3.92K - $4.23K
|
56
$5.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 1.26% |
$597 - $643
|
562
$58.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6New |
$512 - $551
|
6
$622
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 4.2% |
$426 - $459
|
124
$12.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4+ 7.55% |
$341 - $368
|
57
$5.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3+ 4.62% |
$256 - $276
|
68
$7.04K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2New |
$171 - $184
|
2
$207
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.82% |
$85.3 - $91.9
|
121
$12.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-9- 4.02% |
$767 - $827
|
215
$22.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22- 6.83% |
$1.88K - $2.02K
|
300
$31.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36- 5.17% |
$3.07K - $3.31K
|
660
$68.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-110- 6.72% |
$9.38K - $10.1K
|
1.53K
$158K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-118- 2.25% |
$10.1K - $10.8K
|
5.12K
$530K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-148- 75.9% |
$12.6K - $13.6K
|
47
$4.87K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.24K- 41.52% |
$191K - $206K
|
3.16K
$327K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.72K- 33.64% |
$232K - $250K
|
5.36K
$555K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.6K- 90.86% |
$1.84M - $1.99M
|
2.18K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-126K- 95.58% |
$10.7M - $11.6M
|
5.83K
$604K
|