Purchases and Sales Made in Q1 2025 in J P Morgan ETF Tr Betabuilders (BBCA)
This table provides information about the institutional ownership of J P Morgan ETF Tr Betabuilders (BBCA) during Q1 2025. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR BETABUILDERS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
112+ 1.08% |
$7.74K - $8.37K
|
10.5K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
97+ 11.6% |
$6.71K - $7.24K
|
933
$73.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60New |
$4.15K - $4.48K
|
60
$4.71K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
57+ 0.39% |
$3.94K - $4.26K
|
14.9K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
55New |
$3.8K - $4.11K
|
55
$4.32K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
51New |
$3.53K - $3.81K
|
51
$4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
46+ 2.75% |
$3.18K - $3.44K
|
1.72K
$135K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
33New |
$2.28K - $2.46K
|
33
$2.59K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27New |
$1.87K - $2.02K
|
27
$2.12K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20New |
$1.38K - $1.49K
|
20
$1.57K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 20.31% |
$899 - $971
|
77
$6.04K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
8+ 5.26% |
$553 - $598
|
160
$12.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
5+ 0.05% |
$346 - $373
|
10.7K
$836K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.84% |
$69.2 - $74.7
|
120
$9.42K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.81% |
$69.2 - $74.7
|
125
$9.81K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19- 10.61% |
$1.31K - $1.42K
|
160
$12.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-22- 25.0% |
$1.52K - $1.64K
|
66
$5.18K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-57- 0.68% |
$3.94K - $4.26K
|
8.33K
$654K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-82Closed |
$5.67K - $6.12K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 51.2% |
$5.88K - $6.35K
|
81
$6.36K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-110- 1.75% |
$7.61K - $8.22K
|
6.18K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-131- 3.05% |
$9.06K - $9.78K
|
4.17K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-131- 2.39% |
$9.06K - $9.78K
|
5.36K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-132- 0.86% |
$9.13K - $9.86K
|
15.3K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-138- 1.87% |
$9.54K - $10.3K
|
7.26K
$570K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-221- 4.06% |
$15.3K - $16.5K
|
5.23K
$410K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-235- 5.13% |
$16.3K - $17.6K
|
4.35K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-251- 30.99% |
$17.4K - $18.7K
|
559
$43.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-256- 2.84% |
$17.7K - $19.1K
|
8.75K
$687K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-389- 16.56% |
$26.9K - $29.1K
|
1.96K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-417- 1.78% |
$28.8K - $31.1K
|
23K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-419- 6.94% |
$29K - $31.3K
|
5.62K
$441K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-484- 86.89% |
$33.5K - $36.1K
|
73
$5.73K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-508- 20.49% |
$35.1K - $37.9K
|
1.97K
$155K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-593- 63.29% |
$41K - $44.3K
|
344
$27K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-602- 12.89% |
$41.6K - $45K
|
4.07K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-650- 56.52% |
$44.9K - $48.5K
|
500
$39.3K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-674- 10.47% |
$46.6K - $50.3K
|
5.77K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-679- 98.26% |
$47K - $50.7K
|
12
$942
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-760- 3.94% |
$52.6K - $56.8K
|
18.5K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-762- 2.6% |
$52.7K - $56.9K
|
28.5K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-800- 10.84% |
$55.3K - $59.8K
|
6.58K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-813- 15.54% |
$56.2K - $60.7K
|
4.42K
$347K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-994- 0.22% |
$68.7K - $74.2K
|
456K
$35.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.09K- 1.13% |
$75.4K - $81.5K
|
95.5K
$7.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.2K- 21.72% |
$83K - $89.6K
|
4.33K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.25K- 12.07% |
$86.3K - $93.2K
|
9.09K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.33K- 97.87% |
$92.1K - $99.5K
|
29
$2.28K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.35K- 18.02% |
$93.4K - $101K
|
6.14K
$482K
|