Purchases and Sales Made in Q4 2024 in J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX) during Q4 2024. The information is specifically focused on institutions that hold shares of J P MORGAN BETABUILDERS DEVELO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.58KNew |
$418K - $466K
|
8.58K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.37KNew |
$66.6K - $74.3K
|
1.37K
$68.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
785+ 18.88% |
$38.3K - $42.7K
|
4.94K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
114New |
$5.56K - $6.2K
|
114
$5.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26+ 2.18% |
$1.27K - $1.41K
|
1.22K
$60.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18New |
$878 - $978
|
18
$897
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7New |
$341 - $381
|
7
$349
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 3.38% |
$341 - $381
|
214
$10.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$195 - $217
|
4
$199
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-41- 19.16% |
$2K - $2.23K
|
173
$8.62K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-98- 2.13% |
$4.78K - $5.33K
|
4.51K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-249- 72.81% |
$12.1K - $13.5K
|
93
$4.64K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-513- 1.47% |
$25K - $27.9K
|
34.4K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.32K- 18.11% |
$113K - $126K
|
10.5K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-20.4K- 12.9% |
$996K - $1.11M
|
138K
$6.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-132K- 99.71% |
$6.42M - $7.15M
|
381
$19K
|