Purchases and Sales Made in Q4 2023 in Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBJP) 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
55New |
$2.63K - $2.93K
|
55
$2.93K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45+ 0.41% |
$2.15K - $2.4K
|
11.2K
$595K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
39+ 5.86% |
$1.86K - $2.08K
|
705
$37.6K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33New |
$1.58K - $1.76K
|
33
$1.76K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
32New |
$1.53K - $1.71K
|
32
$1.71K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
30New |
$1.43K - $1.6K
|
30
$1.6K
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
28New |
$1.34K - $1.49K
|
28
$1.49K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
26+ 100.0% |
$1.24K - $1.39K
|
52
$2.77K
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
22New |
$1.05K - $1.17K
|
22
$1.17K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
19New |
$908 - $1.01K
|
19
$1.01K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$526 - $587
|
11
$587
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$191 - $213
|
4
$213
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4+ 0.09% |
$191 - $213
|
4.7K
$251K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 2.17% |
$47.8 - $53.3
|
47
$2.51K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.63% |
$47.8 - $53.3
|
39
$2.08K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$47.8 - $53.3
|
1
$53.4
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.38% |
$47.8 - $53.3
|
259
$13.8K
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$47.8 - $53.3
|
9.35K
$499K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2- 0.01% |
$95.6 - $107
|
18.4K
$984K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 12.2% |
$239 - $267
|
36
$1.92K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6- 1.65% |
$287 - $320
|
358
$19.1K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-29- 5.17% |
$1.39K - $1.55K
|
532
$28.4K
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-35- 0.45% |
$1.67K - $1.87K
|
7.82K
$417K
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-51- 0.83% |
$2.44K - $2.72K
|
6.07K
$324K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-64- 55.17% |
$3.06K - $3.41K
|
52
$2.77K
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-69- 1.69% |
$3.3K - $3.68K
|
4.02K
$215K
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-77- 1.05% |
$3.68K - $4.11K
|
7.28K
$388K
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-84- 0.84% |
$4.01K - $4.48K
|
9.9K
$528K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-126- 0.06% |
$6.02K - $6.72K
|
216K
$11.5M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-142- 5.81% |
$6.78K - $7.57K
|
2.3K
$123K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-165- 72.69% |
$7.88K - $8.8K
|
62
$3.31K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-179- 29.64% |
$8.55K - $9.55K
|
425
$22.7K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-184- 4.12% |
$8.79K - $9.81K
|
4.28K
$228K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-206- 1.7% |
$9.84K - $11K
|
11.9K
$634K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-224- 1.48% |
$10.7K - $11.9K
|
14.9K
$795K
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-246- 2.81% |
$11.8K - $13.1K
|
8.52K
$454K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-264- 26.11% |
$12.6K - $14.1K
|
747
$39.9K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-274- 5.29% |
$13.1K - $14.6K
|
4.9K
$262K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-296- 4.98% |
$14.1K - $15.8K
|
5.65K
$301K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-340- 0.84% |
$16.2K - $18.1K
|
40.1K
$2.14M
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-346- 6.32% |
$16.5K - $18.5K
|
5.13K
$274K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-398- 34.76% |
$19K - $21.2K
|
747
$39.9K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-465- 3.53% |
$22.2K - $24.8K
|
12.7K
$678K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-491- 3.24% |
$23.5K - $26.2K
|
14.7K
$782K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-607Closed |
$29K - $32.4K
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-733- 8.11% |
$35K - $39.1K
|
8.31K
$443K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-773- 2.27% |
$36.9K - $41.2K
|
33.2K
$1.77M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-839- 16.65% |
$40.1K - $44.7K
|
4.2K
$224K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-839- 11.35% |
$40.1K - $44.7K
|
6.55K
$350K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-920- 4.39% |
$44K - $49.1K
|
20K
$1.07M
|