Purchases and Sales Made in Q2 2023 in Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBJP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.02K+ 35.84% |
$191K - $213K
|
15.2K
$827K
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.01KNew |
$191K - $213K
|
4.01K
$218K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.96K+ 13.48% |
$189K - $210K
|
33.3K
$1.81M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.91K+ 23.93% |
$186K - $207K
|
20.3K
$1.1M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.7K+ 9.43% |
$176K - $196K
|
42.9K
$2.33M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.64K+ 13.11% |
$173K - $193K
|
31.4K
$1.7M
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.34K+ 13.44% |
$159K - $177K
|
28.2K
$1.53M
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.81K+ 6.54% |
$134K - $149K
|
45.8K
$2.49M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.74K+ 90.47% |
$131K - $145K
|
5.78K
$314K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.46KNew |
$117K - $130K
|
2.46K
$133K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.38K+ 4.81% |
$113K - $126K
|
51.9K
$2.82M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.26K+ 17.75% |
$108K - $120K
|
15K
$814K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.24K+ 16.15% |
$107K - $119K
|
16.1K
$873K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.21K+ 12.24% |
$105K - $117K
|
20.2K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 28.61% |
$73.8K - $82.1K
|
6.96K
$378K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.38K+ 9.5% |
$65.7K - $73.1K
|
15.9K
$863K
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.32K+ 20.76% |
$62.9K - $70K
|
7.68K
$417K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.1K+ 7.18% |
$52.4K - $58.3K
|
16.4K
$892K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.07K+ 0.84% |
$51.1K - $56.9K
|
129K
$7M
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
743+ 0.65% |
$35.4K - $39.4K
|
115K
$6.27M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
721+ 30.33% |
$34.3K - $38.2K
|
3.1K
$168K
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
626+ 0.31% |
$29.8K - $33.2K
|
202K
$11M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
617+ 478.29% |
$29.4K - $32.7K
|
746
$40.5K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
578+ 5.6% |
$27.5K - $30.6K
|
10.9K
$592K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
554+ 1.56% |
$26.4K - $29.4K
|
36.1K
$1.96M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
537+ 6.24% |
$25.6K - $28.5K
|
9.14K
$496K
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
479+ 5.0% |
$22.8K - $25.4K
|
10.1K
$546K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
476+ 2.49% |
$22.7K - $25.2K
|
19.6K
$1.06M
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
412New |
$19.6K - $21.8K
|
412
$22.4K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
375New |
$17.9K - $19.9K
|
375
$20.4K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
334+ 177.66% |
$15.9K - $17.7K
|
522
$28.3K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
222New |
$10.6K - $11.8K
|
222
$12.1K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
222New |
$10.6K - $11.8K
|
222
$12.1K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
195New |
$9.29K - $10.3K
|
195
$10.6K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
168New |
$8K - $8.91K
|
168
$9.12K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
143New |
$6.81K - $7.58K
|
143
$7.76K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
142+ 3.3% |
$6.76K - $7.53K
|
4.45K
$241K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
104New |
$4.95K - $5.51K
|
104
$5.65K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
92New |
$4.38K - $4.88K
|
92
$4.99K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
88New |
$4.19K - $4.66K
|
88
$4.78K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
87New |
$4.14K - $4.61K
|
87
$4.72K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
76New |
$3.62K - $4.03K
|
76
$4.13K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74New |
$3.52K - $3.92K
|
74
$4.02K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
73New |
$3.48K - $3.87K
|
73
$3.96K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
55+ 0.98% |
$2.62K - $2.92K
|
5.68K
$308K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
48+ 23.53% |
$2.29K - $2.54K
|
252
$13.7K
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
46New |
$2.19K - $2.44K
|
46
$2.5K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41New |
$1.95K - $2.17K
|
41
$2.23K
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
37+ 0.13% |
$1.76K - $1.96K
|
27.6K
$1.5M
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
37+ 50.0% |
$1.76K - $1.96K
|
111
$6.03K
|