Purchases and Sales Made in Q4 2021 in Jp Morgan ETF Trust Betabuilde (BBEU)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBEU) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
216+ 3.48% |
$12.3K - $13.2K
|
6.42K
$367K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
206New |
$11.7K - $12.6K
|
206
$11.8K
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
187+ 340.0% |
$10.6K - $11.4K
|
242
$13.9K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
141+ 0.71% |
$8.02K - $8.6K
|
20K
$1.14M
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
135+ 1.21% |
$7.68K - $8.23K
|
11.3K
$648K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
133New |
$7.56K - $8.11K
|
133
$7.61K
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
112New |
$6.37K - $6.83K
|
112
$6.41K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
110New |
$6.25K - $6.71K
|
110
$6.3K
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
106New |
$6.03K - $6.46K
|
106
$6.07K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
83New |
$4.72K - $5.06K
|
83
$4.75K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
82New |
$4.66K - $5K
|
82
$4.69K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
76New |
$4.32K - $4.64K
|
76
$4.35K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
70+ 16.13% |
$3.98K - $4.27K
|
504
$28.8K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
66+ 51.16% |
$3.75K - $4.03K
|
195
$11.2K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
49New |
$2.79K - $2.99K
|
49
$2.8K
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
42+ 0.89% |
$2.39K - $2.56K
|
4.74K
$271K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
38+ 200.0% |
$2.16K - $2.32K
|
57
$3.26K
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
32+ 0.89% |
$1.82K - $1.95K
|
3.64K
$208K
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
29New |
$1.65K - $1.77K
|
29
$1.66K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$1.08K - $1.16K
|
19
$1.09K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.11% |
$796 - $854
|
12.6K
$719K
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9New |
$512 - $549
|
9
$515
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
6New |
$341 - $366
|
6
$343
|
|
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 |
$114 - $122
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7Closed |
$398 - $427
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-11Closed |
$625 - $671
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30Closed |
$1.71K - $1.83K
|
0
$0
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-33- 55.93% |
$1.88K - $2.01K
|
26
$1.49K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-41- 3.17% |
$2.33K - $2.5K
|
1.25K
$71.8K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-61Closed |
$3.47K - $3.72K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-98Closed |
$5.57K - $5.98K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-130Closed |
$7.39K - $7.93K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-205- 5.52% |
$11.7K - $12.5K
|
3.51K
$201K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-251- 0.5% |
$14.3K - $15.3K
|
49.6K
$2.84M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-353- 0.91% |
$20.1K - $21.5K
|
38.5K
$2.2M
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-383- 1.62% |
$21.8K - $23.4K
|
23.2K
$1.33M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-844- 9.06% |
$48K - $51.5K
|
8.47K
$485K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-859Closed |
$48.8K - $52.4K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-893- 16.28% |
$50.8K - $54.5K
|
4.59K
$263K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-923- 79.43% |
$52.5K - $56.3K
|
239
$13.7K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.06K- 0.27% |
$60.2K - $64.6K
|
392K
$22.4M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.05K- 30.78% |
$116K - $125K
|
4.6K
$263K
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.09K- 94.15% |
$119K - $128K
|
130
$7.44K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.65K- 12.63% |
$150K - $161K
|
18.3K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.51K- 34.42% |
$200K - $214K
|
6.69K
$383K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.84KClosed |
$218K - $234K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.02K- 44.6% |
$285K - $306K
|
6.23K
$357K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.03K- 34.8% |
$286K - $307K
|
9.43K
$540K
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-5.39KClosed |
$306K - $329K
|
0
$0
|