Purchases and Sales Made in Q4 2023 in Jp Morgan ETF Tr Betabuilders (BBRE)
This table provides information about the institutional ownership of Jp Morgan ETF Tr Betabuilders (BBRE) during Q4 2023. The information is specifically focused on institutions that hold shares of JP MORGAN ETF TR BETABUILDERS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
200KNew |
$14.5M - $18.2M
|
200K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
135K+ 39.33% |
$9.82M - $12.3M
|
479K
$47.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
32.8KNew |
$2.38M - $2.98M
|
32.8K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 232.18% |
$1.06M - $1.32M
|
20.8K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.7K+ 438.52% |
$992K - $1.24M
|
16.8K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4KNew |
$902K - $1.13M
|
12.4K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10KNew |
$728K - $910K
|
10K
$986K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.63KNew |
$699K - $874K
|
9.63K
$947K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
8.21K+ 5.24% |
$596K - $745K
|
165K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.61K+ 3.37% |
$480K - $601K
|
203K
$19.9M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
4.38K+ 0.18% |
$318K - $398K
|
2.45M
$241M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.77K+ 0.93% |
$274K - $342K
|
410K
$40.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.57KNew |
$186K - $233K
|
2.57K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.39KNew |
$174K - $217K
|
2.39K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.71K+ 336.69% |
$124K - $155K
|
2.21K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.61K+ 49.95% |
$117K - $146K
|
4.83K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$100K - $125K
|
1.38K
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
354+ 17700.0% |
$25.7K - $32.2K
|
356
$35K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
309+ 5.61% |
$22.4K - $28.1K
|
5.82K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
283New |
$20.6K - $25.7K
|
283
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192+ 0.31% |
$13.9K - $17.4K
|
61.4K
$6.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94+ 17.97% |
$6.83K - $8.54K
|
617
$60.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25New |
$1.82K - $2.27K
|
25
$2.46K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
24New |
$1.74K - $2.18K
|
24
$2.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
11+ 47.83% |
$799 - $999
|
34
$3.34K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
7+ 18.92% |
$508 - $636
|
44
$4.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7New |
$508 - $636
|
7
$689
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-56- 19.93% |
$4.07K - $5.09K
|
225
$22.1K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-616- 0.29% |
$44.7K - $55.9K
|
208K
$20.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-697- 27.66% |
$50.6K - $63.3K
|
1.82K
$179K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-777- 18.17% |
$56.4K - $70.6K
|
3.5K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-998- 52.11% |
$72.5K - $90.6K
|
917
$90.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 11.25% |
$85K - $106K
|
9.23K
$908K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.49K- 37.92% |
$108K - $135K
|
2.44K
$240K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.82K- 43.58% |
$132K - $166K
|
2.36K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.9K- 9.86% |
$211K - $263K
|
26.5K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.51K- 1.65% |
$255K - $318K
|
208K
$20.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-40.4K- 6.04% |
$2.93M - $3.67M
|
628K
$61.8M
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
SELL
|
- |
-195K- 7.37% |
$14.2M - $17.7M
|
2.45M
$241M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-361K- 9.14% |
$26.2M - $32.8M
|
3.59M
$353M
|