Purchases and Sales Made in Q4 2024 in Jp Morgan ETF Trust Betabuilde (BBEU)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBEU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
24.9KNew |
$1.38M - $1.54M
|
24.9K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
22.2K+ 7.56% |
$1.23M - $1.37M
|
315K
$18.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
21.6KNew |
$1.2M - $1.33M
|
21.6K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
19.2KNew |
$1.06M - $1.18M
|
19.2K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.6KNew |
$918K - $1.02M
|
16.6K
$983K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8KNew |
$597K - $665K
|
10.8K
$639K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8.1K+ 70.03% |
$449K - $500K
|
19.7K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.56KNew |
$419K - $466K
|
7.56K
$448K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.92KNew |
$328K - $365K
|
5.92K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.24K+ 27.11% |
$180K - $200K
|
15.2K
$902K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.81K+ 2588.57% |
$100K - $112K
|
1.88K
$112K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.4K+ 127.27% |
$77.6K - $86.4K
|
2.5K
$148K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.32K+ 16.76% |
$73.1K - $81.4K
|
9.19K
$545K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.14KNew |
$63.2K - $70.3K
|
1.14K
$67.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
803New |
$44.5K - $49.5K
|
803
$47.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
795+ 9.25% |
$44.1K - $49K
|
9.39K
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
570+ 9500.0% |
$31.6K - $35.2K
|
576
$34.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
430+ 39.52% |
$23.8K - $26.5K
|
1.52K
$90.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
274New |
$15.2K - $16.9K
|
274
$16.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
229New |
$12.7K - $14.1K
|
229
$13.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
187+ 1.59% |
$10.4K - $11.5K
|
12K
$710K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
93New |
$5.15K - $5.74K
|
93
$5.52K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
84+ 210.0% |
$4.66K - $5.18K
|
124
$7.36K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
26New |
$1.44K - $1.6K
|
26
$1.54K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
9New |
$499 - $555
|
9
$534
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$222 - $247
|
4
$237
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3New |
$166 - $185
|
3
$178
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.05% |
$55.4 - $61.7
|
96
$5.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4- 0.04% |
$222 - $247
|
9.94K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-118- 71.95% |
$6.54K - $7.28K
|
46
$2.73K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-119- 1.62% |
$6.59K - $7.34K
|
7.25K
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-143- 0.66% |
$7.93K - $8.82K
|
21.5K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-298- 74.87% |
$16.5K - $18.4K
|
100
$5.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-391- 46.0% |
$21.7K - $24.1K
|
459
$27.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-670- 1.82% |
$37.1K - $41.3K
|
36.1K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-705- 14.19% |
$39.1K - $43.5K
|
4.26K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-752- 10.46% |
$41.7K - $46.4K
|
6.44K
$382K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-894- 35.07% |
$49.5K - $55.2K
|
1.66K
$98.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-1.03K- 22.01% |
$57.3K - $63.8K
|
3.66K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05K- 29.69% |
$58K - $64.6K
|
2.48K
$147K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.58K- 83.23% |
$87.5K - $97.3K
|
318
$18.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 30.4% |
$169K - $188K
|
6.97K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.21K- 87.91% |
$289K - $322K
|
717
$42.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.98K- 59.92% |
$332K - $369K
|
4K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.32K- 18.82% |
$517K - $575K
|
40.2K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-53K- 61.48% |
$2.94M - $3.27M
|
33.2K
$1.97M
|