Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
245+ 1.8% |
$15.5K - $17K
|
13.9K
$983K
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
167New |
$10.6K - $11.6K
|
167
$11.8K
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
144+ 389.19% |
$9.13K - $9.98K
|
181
$12.8K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
123New |
$7.8K - $8.53K
|
123
$8.7K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
83New |
$5.26K - $5.75K
|
83
$5.87K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
70+ 0.68% |
$4.44K - $4.85K
|
10.4K
$737K
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
70New |
$4.44K - $4.85K
|
70
$4.95K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
62New |
$3.93K - $4.3K
|
62
$4.39K
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
52New |
$3.3K - $3.6K
|
52
$3.68K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
48New |
$3.04K - $3.33K
|
48
$3.4K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
46New |
$2.92K - $3.19K
|
46
$3.25K
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
32New |
$2.03K - $2.22K
|
32
$2.26K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
26+ 0.74% |
$1.65K - $1.8K
|
3.52K
$249K
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24New |
$1.52K - $1.66K
|
24
$1.7K
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
22New |
$1.4K - $1.52K
|
22
$1.56K
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
22New |
$1.4K - $1.52K
|
22
$1.56K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
20New |
$1.27K - $1.39K
|
20
$1.42K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14New |
$888 - $970
|
14
$991
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13New |
$825 - $901
|
13
$920
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7New |
$444 - $485
|
7
$495
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6New |
$381 - $416
|
6
$425
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
5New |
$317 - $347
|
5
$354
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3New |
$190 - $208
|
3
$212
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$63.4 - $69.3
|
1.28K
$90.3K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$127 - $139
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-5Closed |
$317 - $347
|
0
$0
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-17- 58.62% |
$1.08K - $1.18K
|
12
$849
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18Closed |
$1.14K - $1.25K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-46Closed |
$2.92K - $3.19K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-62Closed |
$3.93K - $4.3K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-63Closed |
$4K - $4.37K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-110Closed |
$6.98K - $7.62K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-119- 10.78% |
$7.55K - $8.25K
|
985
$69.7K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-141Closed |
$8.94K - $9.77K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-171- 1.93% |
$10.8K - $11.9K
|
8.69K
$615K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-215- 1.18% |
$13.6K - $14.9K
|
18K
$1.27M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-231- 1.38% |
$14.7K - $16K
|
16.6K
$1.17M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-249- 32.81% |
$15.8K - $17.3K
|
510
$36.1K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-277- 85.76% |
$17.6K - $19.2K
|
46
$3.25K
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-427- 9.68% |
$27.1K - $29.6K
|
3.99K
$282K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-433- 5.06% |
$27.5K - $30K
|
8.12K
$574K
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
SELL
|
- |
-460- 68.05% |
$29.2K - $31.9K
|
216
$15.3K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-474Closed |
$30.1K - $32.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-479- 12.4% |
$30.4K - $33.2K
|
3.39K
$239K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-497- 3.56% |
$31.5K - $34.4K
|
13.5K
$953K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-871- 17.1% |
$55.2K - $60.4K
|
4.22K
$299K
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.06K- 7.17% |
$130K - $143K
|
26.6K
$1.88M
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.16K- 31.95% |
$137K - $150K
|
4.6K
$326K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.34K- 31.44% |
$148K - $162K
|
5.09K
$360K
|