Purchases and Sales Made in Q1 2025 in Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBJP) during Q1 2025. 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 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.18K+ 28.88% |
$62.7K - $68.9K
|
5.24K
$318K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.15K+ 1.13% |
$61.4K - $67.5K
|
103K
$6.27M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.12K+ 12.75% |
$59.5K - $65.5K
|
9.87K
$599K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.1K+ 8.53% |
$58.4K - $64.3K
|
13.9K
$846K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.09K+ 127.55% |
$58K - $63.8K
|
1.94K
$118K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.03K+ 24.81% |
$55.1K - $60.6K
|
5.2K
$316K
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.01K+ 1.87% |
$54K - $59.4K
|
55.1K
$3.34M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
695+ 7.69% |
$37.1K - $40.8K
|
9.73K
$591K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
635+ 1.67% |
$33.9K - $37.3K
|
38.8K
$2.35M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
621+ 33.68% |
$33.1K - $36.4K
|
2.47K
$150K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
610New |
$32.5K - $35.8K
|
610
$37K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
580+ 5.59% |
$30.9K - $34K
|
11K
$665K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
543New |
$29K - $31.9K
|
543
$33K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
511+ 3.66% |
$27.3K - $30K
|
14.5K
$879K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
443+ 10.11% |
$23.6K - $26K
|
4.83K
$293K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
374+ 4.51% |
$20K - $21.9K
|
8.67K
$526K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
325+ 13.87% |
$17.3K - $19.1K
|
2.67K
$162K
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
289New |
$15.4K - $17K
|
289
$17.5K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
268New |
$14.3K - $15.7K
|
268
$16.3K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
226+ 0.66% |
$12.1K - $13.3K
|
34.7K
$2.11M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
206New |
$11K - $12.1K
|
206
$12.5K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
159+ 16.99% |
$8.48K - $9.33K
|
1.1K
$66.5K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
100New |
$5.34K - $5.87K
|
100
$6.07K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
94New |
$5.01K - $5.52K
|
94
$5.71K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
90+ 26.09% |
$4.8K - $5.28K
|
435
$26.4K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
88+ 0.26% |
$4.69K - $5.16K
|
33.8K
$2.05M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
77New |
$4.11K - $4.52K
|
77
$4.67K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
68+ 103.03% |
$3.63K - $3.99K
|
134
$8.14K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
60New |
$3.2K - $3.52K
|
60
$3.64K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
49+ 0.34% |
$2.61K - $2.88K
|
14.3K
$867K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27New |
$1.44K - $1.58K
|
27
$1.64K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26New |
$1.39K - $1.53K
|
26
$1.58K
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
18+ 1.49% |
$960 - $1.06K
|
1.23K
$74.4K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
15+ 7.89% |
$800 - $880
|
205
$12.4K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
14New |
$747 - $822
|
14
$850
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$53.4 - $58.7
|
1
$60.7
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$53.4 - $58.7
|
17.1K
$1.04M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 0.11% |
$640 - $704
|
10.7K
$650K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-32- 19.39% |
$1.71K - $1.88K
|
133
$8.07K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-35- 0.1% |
$1.87K - $2.05K
|
33.4K
$2.02M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37- 3.14% |
$1.97K - $2.17K
|
1.14K
$69.2K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-44- 10.63% |
$2.35K - $2.58K
|
370
$22.5K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 0.38% |
$2.35K - $2.58K
|
11.5K
$697K
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-55- 0.82% |
$2.93K - $3.23K
|
6.68K
$406K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-56- 0.77% |
$2.99K - $3.29K
|
7.26K
$441K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-75Closed |
$4K - $4.4K
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-90- 27.95% |
$4.8K - $5.28K
|
232
$14.1K
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-101- 1.11% |
$5.39K - $5.93K
|
8.98K
$545K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-101- 2.32% |
$5.39K - $5.93K
|
4.26K
$259K
|