Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.3KNew |
$5.19M - $6.35M
|
74.3K
$7.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
21.4KNew |
$1.49M - $1.83M
|
21.4K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.4K+ 133.25% |
$730K - $893K
|
18.3K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.51KNew |
$595K - $728K
|
8.51K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.83KNew |
$338K - $413K
|
4.83K
$474K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.49K+ 424.41% |
$313K - $384K
|
5.54K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.03K+ 24.07% |
$71.7K - $87.7K
|
5.29K
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
740New |
$51.7K - $63.3K
|
740
$72.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
481New |
$33.6K - $41.1K
|
481
$47.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
258+ 59.31% |
$18K - $22.1K
|
693
$67.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
194+ 646.67% |
$13.6K - $16.6K
|
224
$22K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$10.5K - $12.8K
|
150
$14.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
121New |
$8.45K - $10.3K
|
121
$11.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
64New |
$4.47K - $5.47K
|
64
$6.27K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
40New |
$2.79K - $3.42K
|
40
$3.92K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
28New |
$1.96K - $2.39K
|
28
$2.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 6.15% |
$1.12K - $1.37K
|
276
$27K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8New |
$559 - $684
|
8
$784
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 7.14% |
$140 - $171
|
30
$2.94K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 3.13% |
$69.9 - $85.5
|
31
$3.04K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2- 2.99% |
$140 - $171
|
65
$6.37K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-132- 6.94% |
$9.22K - $11.3K
|
1.77K
$174K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-166- 1.52% |
$11.6K - $14.2K
|
10.7K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-287- 5.75% |
$20K - $24.5K
|
4.71K
$461K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-318- 2.11% |
$22.2K - $27.2K
|
14.8K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-458- 4.42% |
$32K - $39.2K
|
9.91K
$971K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-550- 2.73% |
$38.4K - $47K
|
19.6K
$1.92M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.34K- 23.96% |
$443K - $542K
|
20.1K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.9K- 50.93% |
$1.46M - $1.79M
|
20.1K
$1.97M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-250K- 1.38% |
$17.5M - $21.4M
|
17.9M
$1.75B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-741K- 3.98% |
$51.7M - $63.3M
|
17.9M
$1.75B
|