Purchases and Sales Made in Q3 2023 in Jp Morgan Exc Trd Tr Betabuild (BBSC)
This table provides information about the institutional ownership of Jp Morgan Exc Trd Tr Betabuild (BBSC) during Q3 2023. The information is specifically focused on institutions that hold shares of JP MORGAN EXC-TRD TR BETABUILD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 3618.61% |
$8.24M - $9.56M
|
161K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.8KNew |
$3.61M - $4.2M
|
68.8K
$4.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
63.9K+ 532633.31% |
$3.35M - $3.9M
|
63.9K
$4.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55K+ 474.61% |
$2.89M - $3.36M
|
66.6K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.3K+ 22360.65% |
$2.54M - $2.94M
|
48.5K
$3.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39KNew |
$2.05M - $2.38M
|
39K
$2.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.6KNew |
$1.97M - $2.29M
|
37.6K
$2.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
37.1K+ 91.03% |
$1.95M - $2.26M
|
77.8K
$5.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.5KNew |
$1.18M - $1.37M
|
22.5K
$1.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.1KNew |
$580K - $674K
|
11.1K
$767K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$534K - $620K
|
10.2K
$705K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.36KNew |
$386K - $449K
|
7.36K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.18KNew |
$325K - $377K
|
6.18K
$429K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.59KNew |
$293K - $341K
|
5.59K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.27KNew |
$277K - $322K
|
5.27K
$366K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.2KNew |
$273K - $317K
|
5.2K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.3KNew |
$226K - $262K
|
4.3K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.18KNew |
$219K - $255K
|
4.18K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.51KNew |
$132K - $153K
|
2.51K
$174K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
811New |
$42.6K - $49.4K
|
811
$56.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
758New |
$39.8K - $46.2K
|
758
$52.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
757New |
$39.7K - $46.1K
|
757
$52.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
712New |
$37.4K - $43.4K
|
712
$49.4K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
289New |
$15.2K - $17.6K
|
289
$20.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
126+ 1.28% |
$6.61K - $7.68K
|
10K
$694K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
125+ 694.44% |
$6.56K - $7.62K
|
143
$9.92K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
89New |
$4.67K - $5.43K
|
89
$6.18K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
72New |
$3.78K - $4.39K
|
72
$5K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61New |
$3.2K - $3.72K
|
61
$4.23K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
17New |
$892 - $1.04K
|
17
$1.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12New |
$630 - $732
|
12
$833
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
10+ 45.45% |
$525 - $610
|
32
$2.22K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$367 - $427
|
7
$486
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.26M- 11.09% |
$65.9M - $76.6M
|
10.1M
$698M
|