Purchases and Sales Made in Q4 2024 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 2024. 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 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
274K+ 1484.63% |
$25.5M - $28.7M
|
292K
$28.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159K+ 113.73% |
$14.9M - $16.7M
|
299K
$28.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 2531.34% |
$10.8M - $12.1M
|
120K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
99.1K+ 429.49% |
$9.24M - $10.4M
|
122K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.2K+ 296.6% |
$7.76M - $8.73M
|
111K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
74.4K+ 377.42% |
$6.94M - $7.81M
|
94.1K
$9.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.9KNew |
$5.3M - $5.97M
|
56.9K
$5.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7KNew |
$2.49M - $2.8M
|
26.7K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.9KNew |
$1.3M - $1.46M
|
13.9K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9KNew |
$1.21M - $1.36M
|
12.9K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$1.18M - $1.33M
|
12.6K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.8KNew |
$821K - $924K
|
8.8K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.06K+ 22.64% |
$565K - $636K
|
32.8K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.63K+ 390.71% |
$525K - $592K
|
7.08K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.77KNew |
$444K - $500K
|
4.77K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
4.55K+ 49.02% |
$424K - $477K
|
13.8K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.37KNew |
$408K - $459K
|
4.37K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.2KNew |
$392K - $441K
|
4.2K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.9KNew |
$364K - $410K
|
3.9K
$376K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3.37KNew |
$314K - $354K
|
3.37K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.09KNew |
$288K - $324K
|
3.09K
$298K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.89KNew |
$269K - $303K
|
2.89K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.57KNew |
$240K - $270K
|
2.57K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.19K+ 42.66% |
$204K - $230K
|
7.32K
$706K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.16KNew |
$201K - $227K
|
2.16K
$208K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.81K+ 59.49% |
$169K - $190K
|
4.85K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 491.64% |
$143K - $161K
|
1.84K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29KNew |
$121K - $136K
|
1.29K
$125K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.02KNew |
$94.8K - $107K
|
1.02K
$98K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
902+ 13.11% |
$84.1K - $94.7K
|
7.78K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
698+ 6.41% |
$65.1K - $73.3K
|
11.6K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
642+ 1126.32% |
$59.9K - $67.4K
|
699
$67.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
583New |
$54.4K - $61.2K
|
583
$56.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
556+ 143.3% |
$51.9K - $58.4K
|
944
$91.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
484+ 60.05% |
$45.1K - $50.8K
|
1.29K
$124K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
472+ 1072.73% |
$44K - $49.6K
|
516
$49.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
383+ 19.87% |
$35.7K - $40.2K
|
2.31K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
235+ 7.19% |
$21.9K - $24.7K
|
3.5K
$338K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
163+ 28.8% |
$15.2K - $17.1K
|
729
$70.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76+ 8.26% |
$7.09K - $7.98K
|
996
$96.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
57+ 101.79% |
$5.32K - $5.99K
|
113
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
25+ 11.63% |
$2.33K - $2.63K
|
240
$23.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
23New |
$2.15K - $2.42K
|
23
$2.22K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
19New |
$1.77K - $2K
|
19
$1.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5+ 0.43% |
$466 - $525
|
1.18K
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2New |
$187 - $210
|
2
$193
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.92% |
$93.3 - $105
|
110
$10.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$93.3 - $105
|
13
$1.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4- 22.22% |
$373 - $420
|
14
$1.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-87- 76.32% |
$8.11K - $9.14K
|
27
$2.61K
|