Latest Institutional Transactions on Jp Morgan Exc Trd Tr Betabuild (BBSC)
This table provides information on the latest institutional transactions involving Jp Morgan Exc Trd Tr Betabuild (BBSC) 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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63+ 0.47% |
$3.31K - $4.16K
|
13.4K
$985K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
312+ 29.77% |
$16.4K - $20.6K
|
1.36K
$99.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.68K- 45.13% |
$456K - $573K
|
10.6K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.21K+ 116.65% |
$63.7K - $80K
|
2.25K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73New |
$3.84K - $4.82K
|
73
$5.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
35.3K+ 112.09% |
$1.86M - $2.33M
|
66.8K
$4.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
61.7K+ 194.55% |
$3.24M - $4.07M
|
93.4K
$6.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
57+ 0.29% |
$3K - $3.76K
|
19.7K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 60.0% |
$1.1K - $1.39K
|
14
$1.03K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
586New |
$30.8K - $38.7K
|
586
$42.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188+ 0.34% |
$9.88K - $12.4K
|
55.4K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 39.84% |
$5.26K - $6.6K
|
151
$11.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 6.45% |
$210 - $264
|
66
$4.83K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.12KNew |
$217K - $272K
|
4.12K
$302K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 11.11% |
$158 - $198
|
30
$2.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5New |
$263 - $330
|
5
$366
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.01K+ 1.67% |
$106K - $133K
|
123K
$8.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-545- 7.62% |
$28.7K - $36K
|
6.61K
$484K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 24.53% |
$683 - $858
|
40
$2.93K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
347New |
$20.8K - $24.6K
|
347
$25.4K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
377+ 650.0% |
$22.5K - $26.8K
|
435
$31.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
179New |
$10.7K - $12.7K
|
179
$13.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
697K+ 12.6% |
$41.7M - $49.5M
|
6.23M
$456M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-17- 2.4% |
$1.02K - $1.21K
|
692
$50.7K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
239+ 1195.0% |
$14.3K - $17K
|
259
$19K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.47K- 28.07% |
$88.1K - $105K
|
3.78K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
12.4KNew |
$741K - $880K
|
12.4K
$908K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.57K - $7.49K
|
100
$7.32K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.1KNew |
$729K - $831K
|
11.1K
$813K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-153- 4.27% |
$10K - $11.5K
|
3.43K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.98KNew |
$196K - $223K
|
2.98K
$219K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.4K+ 932.68% |
$2.39M - $2.68M
|
43.7K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$60.6 - $68
|
1
$73.2
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53New |
$3.05K - $3.35K
|
53
$3.88K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
49+ 56.32% |
$2.82K - $3.1K
|
136
$9.96K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21New |
$1.21K - $1.32K
|
21
$1.54K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.26KNew |
$188K - $205K
|
3.26K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$599K - $652K
|
10.4K
$759K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-76- 85.39% |
$4.39K - $4.78K
|
13
$952
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-62.9K- 99.98% |
$3.63M - $3.95M
|
10
$732
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
165New |
$8.02K - $10.3K
|
165
$12.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
497New |
$24.1K - $31.1K
|
497
$36.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-269- 93.08% |
$13.1K - $16.9K
|
20
$1.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 17.37% |
$52.2K - $67.3K
|
7.26K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.23K+ 7.59% |
$254K - $328K
|
74.1K
$5.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.97KNew |
$193K - $249K
|
3.97K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-360- 14.37% |
$17.5K - $22.6K
|
2.15K
$157K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
973+ 18.45% |
$47.3K - $61K
|
6.25K
$457K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 21.82% |
$59.2K - $76.4K
|
4.37K
$320K
|
|