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 |
|---|---|---|---|---|---|---|---|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
347New |
$20.8K - $24.6K
|
347
$22K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-470- 30.96% |
$28.1K - $33.4K
|
1.05K
$66.3K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2KNew |
$1.15M - $1.37M
|
19.2K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25- 2.35% |
$1.5K - $1.77K
|
1.04K
$65.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
377+ 650.0% |
$22.5K - $26.8K
|
435
$27.5K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.7KNew |
$1.9M - $2.25M
|
31.7K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
179New |
$10.7K - $12.7K
|
179
$11.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
697K+ 12.6% |
$41.7M - $49.5M
|
6.23M
$394M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.55K+ 19.63% |
$92.7K - $110K
|
9.45K
$598K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.6KNew |
$1.17M - $1.39M
|
19.6K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-9- 12.68% |
$538 - $639
|
62
$3.92K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.69K+ 11.49% |
$340K - $404K
|
55.2K
$3.49M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-17- 2.4% |
$1.02K - $1.21K
|
692
$43.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
239+ 1195.0% |
$14.3K - $17K
|
259
$16.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.5K- 38.6% |
$269K - $319K
|
7.15K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9K+ 10.92% |
$710K - $843K
|
121K
$7.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.5K+ 8.6% |
$149K - $177K
|
31.5K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.47K- 28.07% |
$88.1K - $105K
|
3.78K
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
12.4KNew |
$741K - $880K
|
12.4K
$784K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.57K - $7.49K
|
100
$6.33K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.1KNew |
$729K - $831K
|
11.1K
$702K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-99- 28.29% |
$6.5K - $7.41K
|
251
$15.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 2.78% |
$65.7 - $74.9
|
35
$2.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-153- 4.27% |
$10K - $11.5K
|
3.43K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.98KNew |
$196K - $223K
|
2.98K
$189K
|
|
| 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
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$60.6 - $68
|
1
$63.3
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53New |
$3.05K - $3.35K
|
53
$3.35K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
49+ 56.32% |
$2.82K - $3.1K
|
136
$8.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-910- 97.12% |
$52.3K - $57.5K
|
27
$1.71K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21New |
$1.21K - $1.32K
|
21
$1.33K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.26KNew |
$188K - $205K
|
3.26K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$599K - $652K
|
10.4K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-76- 85.39% |
$4.39K - $4.78K
|
13
$823
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-681- 92.78% |
$39.3K - $42.8K
|
53
$3.35K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-62.9K- 99.98% |
$3.63M - $3.95M
|
10
$633
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
165New |
$8.02K - $10.3K
|
165
$10.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
497New |
$24.1K - $31.1K
|
497
$31.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-269- 93.08% |
$13.1K - $16.9K
|
20
$1.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 17.37% |
$52.2K - $67.3K
|
7.26K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.23K+ 7.59% |
$254K - $328K
|
74.1K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.97KNew |
$193K - $249K
|
3.97K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-360- 14.37% |
$17.5K - $22.6K
|
2.15K
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
973+ 18.45% |
$47.3K - $61K
|
6.25K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41New |
$1.99K - $2.57K
|
41
$2.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 21.82% |
$59.2K - $76.4K
|
4.37K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
191New |
$9.28K - $12K
|
191
$12.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92+ 0.24% |
$4.47K - $5.76K
|
37.7K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.49K+ 11.53% |
$218K - $281K
|
43.5K
$2.75M
|
|