Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
94+ 0.66% |
$6K - $6.32K
|
14.2K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
88+ 1.41% |
$5.62K - $5.92K
|
6.33K
$445K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88+ 1.41% |
$5.62K - $5.92K
|
6.33K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
78+ 1.79% |
$4.98K - $5.25K
|
4.43K
$312K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
68New |
$4.34K - $4.57K
|
68
$4.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56+ 0.99% |
$3.57K - $3.77K
|
5.72K
$402K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
52+ 0.62% |
$3.32K - $3.5K
|
8.38K
$589K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49+ 0.93% |
$3.13K - $3.3K
|
5.34K
$375K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42+ 1.57% |
$2.68K - $2.83K
|
2.71K
$191K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40+ 0.73% |
$2.55K - $2.69K
|
5.54K
$389K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35New |
$2.23K - $2.35K
|
35
$2.46K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
33+ 122.22% |
$2.11K - $2.22K
|
60
$4.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30New |
$1.91K - $2.02K
|
30
$2.11K
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 0.49% |
$1.6K - $1.68K
|
5.08K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23+ 3.8% |
$1.47K - $1.55K
|
628
$44.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21New |
$1.34K - $1.41K
|
21
$1.48K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 6.07% |
$1.08K - $1.14K
|
297
$20.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15+ 0.47% |
$957 - $1.01K
|
3.18K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13+ 0.12% |
$830 - $875
|
10.6K
$744K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12New |
$766 - $807
|
12
$844
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8New |
$510 - $538
|
8
$562
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 3.29% |
$447 - $471
|
220
$15.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6New |
$383 - $404
|
6
$422
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6+ 1.94% |
$383 - $404
|
315
$22.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$255 - $269
|
4
$281
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.47% |
$63.8 - $67.3
|
69
$4.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.85% |
$63.8 - $67.3
|
118
$8.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 0.64% |
$63.8 - $67.3
|
155
$10.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 1.44% |
$191 - $202
|
205
$14.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 8.43% |
$447 - $471
|
76
$5.34K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 11.59% |
$1.02K - $1.08K
|
122
$8.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-22- 0.6% |
$1.4K - $1.48K
|
3.66K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-27- 15.08% |
$1.72K - $1.82K
|
152
$10.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36- 0.8% |
$2.3K - $2.42K
|
4.46K
$313K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-36- 59.02% |
$2.3K - $2.42K
|
25
$1.76K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-42- 1.03% |
$2.68K - $2.83K
|
4.02K
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-47- 94.0% |
$3K - $3.16K
|
3
$211
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-57- 49.57% |
$3.64K - $3.83K
|
58
$4.08K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-61- 1.15% |
$3.89K - $4.1K
|
5.25K
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-62- 2.24% |
$3.96K - $4.17K
|
2.7K
$190K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-70- 3.32% |
$4.47K - $4.71K
|
2.04K
$143K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-79- 12.82% |
$5.04K - $5.31K
|
537
$37.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-88- 15.49% |
$5.62K - $5.92K
|
480
$33.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-96- 1.34% |
$6.13K - $6.46K
|
7.08K
$498K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-107- 3.28% |
$6.83K - $7.2K
|
3.15K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-122- 1.8% |
$7.78K - $8.21K
|
6.67K
$469K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-130- 2.66% |
$8.3K - $8.75K
|
4.77K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-131- 91.61% |
$8.36K - $8.81K
|
12
$844
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-149- 2.12% |
$9.51K - $10K
|
6.89K
$484K
|