Purchases and Sales Made in Q4 2023 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 2023. 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 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
629New |
$34.4K - $40.5K
|
629
$44.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
561New |
$30.7K - $36.1K
|
561
$39.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
519New |
$28.4K - $33.4K
|
519
$36.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
437+ 72.23% |
$23.9K - $28.2K
|
1.04K
$73.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
431+ 43100.0% |
$23.6K - $27.8K
|
432
$30.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
410+ 7.66% |
$22.4K - $26.4K
|
5.76K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
326+ 5.29% |
$17.8K - $21K
|
6.49K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
281New |
$15.4K - $18.1K
|
281
$19.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
252+ 1.82% |
$13.8K - $16.2K
|
14.1K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
228+ 3.36% |
$12.5K - $14.7K
|
7.02K
$497K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
212+ 311.76% |
$11.6K - $13.7K
|
280
$19.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
209New |
$11.4K - $13.5K
|
209
$14.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
200New |
$10.9K - $12.9K
|
200
$14.2K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
200+ 6.85% |
$10.9K - $12.9K
|
3.12K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
192+ 3.41% |
$10.5K - $12.4K
|
5.82K
$412K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
181+ 754.17% |
$9.91K - $11.7K
|
205
$14.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
152+ 0.85% |
$8.32K - $9.79K
|
18K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
149+ 252.54% |
$8.16K - $9.6K
|
208
$14.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
145New |
$7.94K - $9.34K
|
145
$10.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
135New |
$7.39K - $8.7K
|
135
$9.55K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
128New |
$7.01K - $8.25K
|
128
$9.06K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
122+ 0.87% |
$6.68K - $7.86K
|
14.1K
$998K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
69+ 50.0% |
$3.78K - $4.45K
|
207
$14.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66New |
$3.61K - $4.25K
|
66
$4.67K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
54New |
$2.96K - $3.48K
|
54
$3.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
54+ 2.41% |
$2.96K - $3.48K
|
2.29K
$162K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
29New |
$1.59K - $1.87K
|
29
$2.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27New |
$1.48K - $1.74K
|
27
$1.91K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
23+ 100.0% |
$1.26K - $1.48K
|
46
$3.25K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22New |
$1.2K - $1.42K
|
22
$1.56K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
18New |
$985 - $1.16K
|
18
$1.27K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17New |
$931 - $1.1K
|
17
$1.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 2.59% |
$766 - $902
|
554
$39.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
13New |
$712 - $838
|
13
$920
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
12New |
$657 - $773
|
12
$849
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
11+ 1100.0% |
$602 - $709
|
12
$849
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10New |
$547 - $644
|
10
$708
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
5New |
$274 - $322
|
5
$354
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$219 - $258
|
4
$283
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$109 - $129
|
2
$142
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$54.7 - $64.4
|
1
$70.8
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.66% |
$54.7 - $64.4
|
153
$10.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-18- 0.1% |
$985 - $1.16K
|
17.7K
$1.26M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 17.99% |
$1.37K - $1.61K
|
114
$8.07K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-27- 30.68% |
$1.48K - $1.74K
|
61
$4.32K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-30- 41.67% |
$1.64K - $1.93K
|
42
$2.97K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-34- 8.42% |
$1.86K - $2.19K
|
370
$26.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-47- 21.56% |
$2.57K - $3.03K
|
171
$12.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-71- 66.98% |
$3.89K - $4.57K
|
35
$2.48K
|