Purchases and Sales Made in Q1 2024 in Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBJP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
240+ 127.66% |
$12.4K - $14.1K
|
428
$23.2K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
232+ 1.05% |
$12K - $13.7K
|
22.3K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
213New |
$11K - $12.6K
|
213
$11.6K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
211New |
$10.9K - $12.4K
|
211
$11.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
161+ 263.93% |
$8.32K - $9.49K
|
222
$12.1K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
150+ 2.58% |
$7.75K - $8.84K
|
5.97K
$324K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
131+ 1.03% |
$6.77K - $7.72K
|
12.8K
$697K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
114+ 1.96% |
$5.89K - $6.72K
|
5.93K
$322K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
105New |
$5.43K - $6.19K
|
105
$5.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
95+ 9.34% |
$4.91K - $5.6K
|
1.11K
$60.4K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
95New |
$4.91K - $5.6K
|
95
$5.16K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
78New |
$4.03K - $4.6K
|
78
$4.23K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
63+ 56.76% |
$3.26K - $3.71K
|
174
$9.45K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
63New |
$3.26K - $3.71K
|
63
$3.42K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
50New |
$2.58K - $2.95K
|
50
$2.71K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
49+ 21.12% |
$2.53K - $2.89K
|
281
$15.3K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
48New |
$2.48K - $2.83K
|
48
$2.61K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
43+ 23.37% |
$2.22K - $2.53K
|
227
$12.3K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
35New |
$1.81K - $2.06K
|
35
$1.9K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
26+ 50.0% |
$1.34K - $1.53K
|
78
$4.23K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
24New |
$1.24K - $1.41K
|
24
$1.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
19+ 41.3% |
$982 - $1.12K
|
65
$3.53K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8+ 36.36% |
$413 - $472
|
30
$1.63K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3New |
$155 - $177
|
3
$163
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1- 0.56% |
$51.7 - $58.9
|
176
$9.56K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-2- 0.02% |
$103 - $118
|
12.3K
$670K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-12- 0.18% |
$620 - $707
|
6.8K
$369K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 36.11% |
$672 - $766
|
23
$1.25K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 3.53% |
$775 - $884
|
410
$22.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-15- 0.27% |
$775 - $884
|
5.64K
$306K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16- 0.04% |
$827 - $943
|
36.5K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-26- 50.0% |
$1.34K - $1.53K
|
26
$1.41K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31- 8.66% |
$1.6K - $1.83K
|
327
$17.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-33Closed |
$1.71K - $1.95K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-106- 1.91% |
$5.48K - $6.25K
|
5.44K
$295K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-124- 60.49% |
$6.41K - $7.31K
|
81
$4.4K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-149- 0.09% |
$7.7K - $8.78K
|
166K
$9M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-164- 2.0% |
$8.48K - $9.67K
|
8.05K
$437K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-179- 69.11% |
$9.25K - $10.6K
|
80
$4.34K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-180- 87.38% |
$9.3K - $10.6K
|
26
$1.41K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-197- 26.37% |
$10.2K - $11.6K
|
550
$29.9K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-274- 92.88% |
$14.2K - $16.1K
|
21
$1.14K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-334- 62.78% |
$17.3K - $19.7K
|
198
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-362- 1.18% |
$18.7K - $21.3K
|
30.2K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-362- 3.05% |
$18.7K - $21.3K
|
11.5K
$626K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-381- 81.06% |
$19.7K - $22.5K
|
89
$4.83K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-421- 2.87% |
$21.8K - $24.8K
|
14.2K
$773K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-436- 8.59% |
$22.5K - $25.7K
|
4.64K
$252K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-436- 10.38% |
$22.5K - $25.7K
|
3.77K
$204K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-521- 4.37% |
$26.9K - $30.7K
|
11.4K
$619K
|