Purchases and Sales Made in Q3 2024 in Jp Morgan ETF Trust Betabuilde (BBEU)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBEU) during Q3 2024. 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 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22+ 2.2% |
$1.26K - $1.38K
|
1.02K
$58.4K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
17New |
$972 - $1.07K
|
17
$973
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
14+ 25.0% |
$801 - $881
|
70
$4.01K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9+ 0.04% |
$515 - $566
|
23.2K
$1.33M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7+ 0.04% |
$400 - $441
|
17.6K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.22% |
$400 - $441
|
3.25K
$186K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.56% |
$57.2 - $62.9
|
40
$2.29K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$57.2 - $62.9
|
11.5K
$659K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 1.47% |
$57.2 - $62.9
|
67
$3.84K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 0.17% |
$229 - $252
|
2.34K
$134K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7- 50.0% |
$400 - $441
|
7
$401
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-14- 0.21% |
$801 - $881
|
6.53K
$374K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 21.71% |
$1.6K - $1.76K
|
101
$5.78K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-54- 24.77% |
$3.09K - $3.4K
|
164
$9.39K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-85- 10.12% |
$4.86K - $5.35K
|
755
$43.2K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-88- 73.95% |
$5.03K - $5.54K
|
31
$1.77K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-117- 2.41% |
$6.69K - $7.36K
|
4.73K
$271K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-143- 1.64% |
$8.18K - $9K
|
8.59K
$492K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-154- 5.34% |
$8.81K - $9.69K
|
2.73K
$156K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-168- 3.06% |
$9.61K - $10.6K
|
5.32K
$305K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-186- 2.52% |
$10.6K - $11.7K
|
7.19K
$411K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-200- 39.92% |
$11.4K - $12.6K
|
301
$17.2K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-225- 4.42% |
$12.9K - $14.2K
|
4.87K
$279K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-297- 13.54% |
$17K - $18.7K
|
1.9K
$109K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-375- 3.09% |
$21.5K - $23.6K
|
11.8K
$674K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-564- 0.68% |
$32.3K - $35.5K
|
82.2K
$4.7M
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-717- 3.21% |
$41K - $45.1K
|
21.6K
$1.24M
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-736- 10.57% |
$42.1K - $46.3K
|
6.23K
$356K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-932- 20.91% |
$53.3K - $58.7K
|
3.53K
$202K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1K- 8.49% |
$57.4K - $63.2K
|
10.8K
$619K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 57.82% |
$66.6K - $73.3K
|
850
$48.7K
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.26K- 3.31% |
$72.1K - $79.3K
|
36.8K
$2.11M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.49K- 27.01% |
$85.4K - $94K
|
4.04K
$231K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.74K- 6.91% |
$99.6K - $110K
|
23.4K
$1.34M
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-2.35K- 33.33% |
$134K - $148K
|
4.7K
$269K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.54K- 22.32% |
$145K - $160K
|
8.83K
$505K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.17K- 5.94% |
$181K - $199K
|
50.1K
$2.87M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.45K- 25.76% |
$197K - $217K
|
9.95K
$569K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.11K- 7.66% |
$235K - $259K
|
49.5K
$2.84M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.27K- 44.67% |
$244K - $269K
|
5.29K
$303K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.82K- 28.74% |
$276K - $304K
|
12K
$684K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.93K- 22.78% |
$339K - $373K
|
20.1K
$1.15M
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.38K- 18.37% |
$365K - $401K
|
28.4K
$1.62M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.1K- 41.58% |
$406K - $447K
|
9.98K
$571K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.8K- 3.59% |
$673K - $740K
|
316K
$18.1M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 35.79% |
$834K - $918K
|
26.2K
$1.5M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-28.5K- 24.84% |
$1.63M - $1.79M
|
86.3K
$4.94M
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-63.7K- 90.29% |
$3.65M - $4.01M
|
6.86K
$392K
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-655K- 24.28% |
$37.5M - $41.2M
|
2.04M
$117M
|