Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
416+ 8.86% |
$29.2K - $31.4K
|
5.11K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
389+ 19.85% |
$27.3K - $29.4K
|
2.35K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
382+ 5.33% |
$26.8K - $28.8K
|
7.55K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
350+ 65.67% |
$24.5K - $26.4K
|
883
$62.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
346+ 8.42% |
$24.3K - $26.1K
|
4.46K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
319+ 2.27% |
$22.4K - $24.1K
|
14.4K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
307+ 10.39% |
$21.5K - $23.2K
|
3.26K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
255+ 16.04% |
$17.9K - $19.2K
|
1.85K
$131K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
196New |
$13.7K - $14.8K
|
196
$14K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
184+ 12.37% |
$12.9K - $13.9K
|
1.67K
$119K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
159+ 172.83% |
$11.1K - $12K
|
251
$17.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
114+ 0.8% |
$7.99K - $8.6K
|
14.3K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
103New |
$7.22K - $7.77K
|
103
$7.34K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
99+ 396.0% |
$6.94K - $7.47K
|
124
$8.83K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 104.94% |
$5.96K - $6.42K
|
166
$11.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
82New |
$5.75K - $6.19K
|
82
$5.84K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
75+ 0.99% |
$5.26K - $5.66K
|
7.62K
$543K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67+ 0.68% |
$4.7K - $5.06K
|
9.89K
$705K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 0.73% |
$2.8K - $3.02K
|
5.49K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
40New |
$2.8K - $3.02K
|
40
$2.85K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
32+ 1.06% |
$2.24K - $2.42K
|
3.07K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29+ 82.86% |
$2.03K - $2.19K
|
64
$4.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
26+ 0.35% |
$1.82K - $1.96K
|
7.4K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
25+ 0.54% |
$1.75K - $1.89K
|
4.67K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
23New |
$1.61K - $1.74K
|
23
$1.64K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
15New |
$1.05K - $1.13K
|
15
$1.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
15New |
$1.05K - $1.13K
|
15
$1.07K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14+ 350.0% |
$982 - $1.06K
|
18
$1.28K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
9New |
$631 - $679
|
9
$641
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8New |
$561 - $604
|
8
$570
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5New |
$351 - $377
|
5
$356
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$280 - $302
|
4
$285
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$70.1 - $75.5
|
1
$71.2
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.79% |
$70.1 - $75.5
|
57
$4.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.85% |
$70.1 - $75.5
|
119
$8.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 6.67% |
$70.1 - $75.5
|
16
$1.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3- 5.0% |
$210 - $226
|
57
$4.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 10.71% |
$210 - $226
|
25
$1.78K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-10- 0.22% |
$701 - $755
|
4.55K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 1.08% |
$771 - $830
|
1K
$71.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-14- 0.35% |
$982 - $1.06K
|
4.04K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-18- 9.14% |
$1.26K - $1.36K
|
179
$12.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 18.49% |
$1.54K - $1.66K
|
97
$6.91K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-41- 0.49% |
$2.87K - $3.09K
|
8.39K
$597K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-49- 0.8% |
$3.44K - $3.7K
|
6.04K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-57- 1.67% |
$4K - $4.3K
|
3.36K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-76- 5.29% |
$5.33K - $5.74K
|
1.36K
$96.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-101- 51.53% |
$7.08K - $7.62K
|
95
$6.77K
|