Purchases and Sales Made in Q3 2023 in Jp Morgan ETF Trust Betabuilde (BBEU)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBEU) during Q3 2023. The information is specifically focused on institutions that hold shares of JP MORGAN ETF TRUST BETABUILDE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.63% |
$50.3 - $55.5
|
39
$2.23K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-54- 0.63% |
$2.72K - $3K
|
8.47K
$485K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-144- 0.36% |
$7.24K - $8K
|
40.3K
$2.31M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-248- 5.9% |
$12.5K - $13.8K
|
3.96K
$226K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-412- 11.2% |
$20.7K - $22.9K
|
3.27K
$187K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-538- 3.67% |
$27.1K - $29.9K
|
14.1K
$807K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-548- 98.74% |
$27.6K - $30.4K
|
7
$401
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-594- 10.31% |
$29.9K - $33K
|
5.17K
$296K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-608- 96.05% |
$30.6K - $33.8K
|
25
$1.43K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-670- 17.64% |
$33.7K - $37.2K
|
3.13K
$179K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-833- 17.39% |
$41.9K - $46.3K
|
3.96K
$226K
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.57K- 25.88% |
$78.8K - $87K
|
4.49K
$257K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.71K- 11.13% |
$85.8K - $94.8K
|
13.6K
$781K
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.03K- 4.66% |
$102K - $113K
|
41.4K
$2.37M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.11K- 31.57% |
$106K - $117K
|
4.57K
$262K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.4K- 34.55% |
$121K - $134K
|
4.55K
$261K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.58K- 30.37% |
$130K - $143K
|
5.92K
$339K
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.01K- 21.13% |
$151K - $167K
|
11.2K
$642K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.61K- 14.7% |
$182K - $200K
|
21K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.98K- 37.9% |
$200K - $221K
|
6.53K
$374K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.25K- 49.47% |
$214K - $236K
|
4.34K
$248K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.11K- 1.65% |
$257K - $284K
|
304K
$17.4M
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-5.72KClosed |
$288K - $318K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.11K- 47.23% |
$307K - $340K
|
6.83K
$391K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.33K- 40.66% |
$369K - $407K
|
10.7K
$612K
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-7.76K- 10.83% |
$390K - $431K
|
63.9K
$3.66M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.53K- 27.34% |
$429K - $474K
|
22.7K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.96K- 14.72% |
$451K - $498K
|
51.9K
$2.97M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.75K- 43.38% |
$490K - $542K
|
12.7K
$729K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.2K- 11.86% |
$512K - $565K
|
75.6K
$4.33M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-57.5K- 66.22% |
$2.89M - $3.19M
|
29.3K
$1.68M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-108K- 74.72% |
$5.44M - $6M
|
36.6K
$2.09M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-140K- 91.13% |
$7.03M - $7.77M
|
13.6K
$779K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-174K- 60.24% |
$8.74M - $9.66M
|
115K
$6.57M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36.2M- 29.78% |
$1.82B - $2.01B
|
85.4M
$4.89B
|