Purchases and Sales Made in Q4 2023 in Jp Morgan ETF Trust Betabuilde (BBEU)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBEU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.02M+ 5.88% |
$244M - $286M
|
90.4M
$5.17B
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.09MNew |
$53.1M - $62.2M
|
1.09M
$62.6M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
346KNew |
$16.8M - $19.7M
|
346K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 853.48% |
$5.28M - $6.18M
|
121K
$6.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
73.2K+ 249.73% |
$3.56M - $4.17M
|
103K
$5.87M
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
64.4KNew |
$3.13M - $3.66M
|
64.4K
$3.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
55KNew |
$2.67M - $3.13M
|
55K
$3.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
46.1KNew |
$2.24M - $2.63M
|
46.1K
$2.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.4K+ 561.44% |
$2.16M - $2.53M
|
52.3K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.1KNew |
$1.66M - $1.94M
|
34.1K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.9KNew |
$1.45M - $1.7M
|
29.9K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
25.6K+ 181.68% |
$1.24M - $1.45M
|
39.6K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
24.9KNew |
$1.21M - $1.42M
|
24.9K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.8KNew |
$1.15M - $1.35M
|
23.8K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
15.3K+ 16.97% |
$743K - $870K
|
105K
$6.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
13.4KNew |
$652K - $764K
|
13.4K
$768K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.1KNew |
$637K - $746K
|
13.1K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.9K+ 32.11% |
$629K - $737K
|
53.3K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.3KNew |
$596K - $697K
|
12.3K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9KNew |
$577K - $675K
|
11.9K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
9.72KNew |
$472K - $553K
|
9.72K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
9.6KNew |
$467K - $546K
|
9.6K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.56K+ 8.67% |
$319K - $373K
|
82.2K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.53KNew |
$317K - $371K
|
6.53K
$374K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.24K+ 23.41% |
$255K - $298K
|
27.6K
$1.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.91KNew |
$238K - $279K
|
4.91K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.57KNew |
$222K - $260K
|
4.57K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.24K+ 80.53% |
$206K - $241K
|
9.51K
$544K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.04KNew |
$196K - $230K
|
4.04K
$231K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75K+ 26.58% |
$182K - $213K
|
17.9K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.61KNew |
$175K - $205K
|
3.61K
$206K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.38KNew |
$164K - $192K
|
3.38K
$193K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.62K+ 21.37% |
$127K - $149K
|
14.9K
$851K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.56KNew |
$124K - $145K
|
2.56K
$146K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$106K - $124K
|
2.19K
$125K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 8.31% |
$91.6K - $107K
|
24.6K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.82K+ 8.7% |
$88.6K - $104K
|
22.8K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.82K+ 39.79% |
$88.4K - $104K
|
6.39K
$366K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$81.3K - $95.2K
|
1.67K
$95.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.41K+ 11.18% |
$68.4K - $80.1K
|
14K
$801K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
995+ 25.15% |
$48.4K - $56.6K
|
4.95K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
957+ 14.01% |
$46.5K - $54.5K
|
7.79K
$446K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
861New |
$41.9K - $49K
|
861
$49.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
613+ 4.5% |
$29.8K - $34.9K
|
14.2K
$816K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
560New |
$27.2K - $31.9K
|
560
$32.1K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
554+ 33.74% |
$26.9K - $31.5K
|
2.2K
$126K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
462New |
$22.5K - $26.3K
|
462
$26.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
370+ 7.16% |
$18K - $21.1K
|
5.54K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
358+ 1432.0% |
$17.4K - $20.4K
|
383
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
348+ 8.11% |
$16.9K - $19.8K
|
4.64K
$266K
|