Purchases and Sales Made in Q2 2025 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 2025. 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 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.1K+ 163.66% |
$1.98M - $2.45M
|
40.4K
$4.25M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.2K+ 244.43% |
$1.91M - $2.36M
|
34.1K
$3.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.5KNew |
$910K - $1.12M
|
11.5K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.9K+ 1106.27% |
$864K - $1.07M
|
11.9K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.98K+ 78.43% |
$631K - $778K
|
18.2K
$1.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.82KNew |
$460K - $567K
|
5.82K
$612K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.66K+ 104.98% |
$368K - $454K
|
9.1K
$956K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.2K+ 1.86% |
$253K - $312K
|
175K
$18.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$175K - $216K
|
2.22K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.48KNew |
$117K - $144K
|
1.48K
$156K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
370+ 29.37% |
$29.2K - $36.1K
|
1.63K
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
243+ 8.2% |
$19.2K - $23.7K
|
3.21K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
216+ 3.32% |
$17.1K - $21K
|
6.72K
$706K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153+ 0.58% |
$12.1K - $14.9K
|
26.4K
$2.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
126+ 0.9% |
$9.96K - $12.3K
|
14.2K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7New |
$553 - $682
|
7
$736
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 4.6% |
$316 - $390
|
91
$9.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2Closed |
$158 - $195
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-65- 1.76% |
$5.14K - $6.33K
|
3.63K
$381K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-384- 12.03% |
$30.3K - $37.4K
|
2.81K
$295K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-502- 97.29% |
$39.7K - $48.9K
|
14
$1.47K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-536- 12.32% |
$42.3K - $52.2K
|
3.82K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-635- 8.56% |
$50.2K - $61.9K
|
6.79K
$713K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-688- 98.85% |
$54.4K - $67K
|
8
$841
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-997- 21.23% |
$78.8K - $97.2K
|
3.7K
$389K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.05K- 24.96% |
$83K - $102K
|
3.16K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.92K- 43.2% |
$152K - $187K
|
2.52K
$265K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-19.7K- 99.16% |
$1.56M - $1.92M
|
166
$17.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-25.9K- 57.01% |
$2.05M - $2.53M
|
19.6K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.7K- 82.48% |
$3.69M - $4.55M
|
9.91K
$1.04M
|