Latest Institutional Transactions on J P Morgan ETF Tr Betabuilders (BBCA)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr Betabuilders (BBCA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
11.8KNew |
$687K - $735K
|
11.8K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
52+ 0.85% |
$3.02K - $3.23K
|
6.18K
$532K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.56KNew |
$207K - $221K
|
3.56K
$306K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
123New |
$7.14K - $7.63K
|
123
$10.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.53KNew |
$321K - $343K
|
5.53K
$476K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2- 7.41% |
$113 - $125
|
25
$2.15K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 15.03% |
$2.43K - $2.69K
|
329
$28.3K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.58KNew |
$89.4K - $98.9K
|
1.58K
$136K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-164- 50.0% |
$9.28K - $10.3K
|
164
$14.1K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-7.04K- 8.87% |
$398K - $441K
|
72.3K
$6.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
11New |
$622 - $689
|
11
$947
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.95% |
$56.6 - $62.6
|
106
$9.12K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
205New |
$11.6K - $12.8K
|
205
$17.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
130New |
$7.36K - $8.14K
|
130
$11.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-89- 0.68% |
$5.04K - $5.57K
|
13K
$1.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.01KNew |
$227K - $251K
|
4.01K
$345K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2New |
$105 - $123
|
2
$172
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6.11KNew |
$322K - $377K
|
6.11K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.3KNew |
$438K - $511K
|
8.3K
$714K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
307+ 6.91% |
$16.2K - $18.9K
|
4.75K
$409K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
637New |
$33.6K - $39.2K
|
637
$54.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
336New |
$17.7K - $20.7K
|
336
$28.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
65New |
$3.43K - $4K
|
65
$5.59K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-59- 16.91% |
$3.11K - $3.63K
|
290
$25K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
11New |
$580 - $678
|
11
$947
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
93New |
$4.9K - $5.73K
|
93
$8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
588New |
$31.4K - $37.2K
|
588
$50.6K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
5.96KNew |
$319K - $377K
|
5.96K
$513K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
34New |
$1.82K - $2.15K
|
34
$2.93K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$160 - $190
|
3
$258
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-269- 90.88% |
$14.4K - $17K
|
27
$2.32K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
30+ 4.17% |
$1.6K - $1.9K
|
749
$64.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.79K+ 13.46% |
$309K - $366K
|
48.8K
$4.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
31New |
$1.66K - $1.96K
|
31
$2.67K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
22New |
$1.18K - $1.39K
|
22
$1.89K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.78KNew |
$255K - $302K
|
4.78K
$411K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
11.4K+ 3.38% |
$608K - $720K
|
348K
$29.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
238New |
$12.7K - $15.1K
|
238
$20.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.8KNew |
$103K - $127K
|
1.8K
$154K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
474New |
$27.3K - $33.5K
|
474
$40.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3Closed |
$173 - $212
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.51KNew |
$317K - $390K
|
5.51K
$474K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.75KNew |
$216K - $265K
|
3.75K
$323K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
419New |
$24.1K - $29.6K
|
419
$36.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-181Closed |
$10.4K - $12.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
73+ 1.84% |
$4.21K - $5.16K
|
4.03K
$347K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-5Closed |
$288 - $353
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-29- 96.67% |
$1.67K - $2.05K
|
1
$86.1
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.21KNew |
$473K - $580K
|
8.21K
$707K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|