Purchases and Sales Made in Q1 2023 in J P Morgan ETF Tr Betabuilders (BBCA)
This table provides information about the institutional ownership of J P Morgan ETF Tr Betabuilders (BBCA) during Q1 2023. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR BETABUILDERS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
168New |
$9.51K - $10.5K
|
168
$11.9K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
167New |
$9.45K - $10.5K
|
167
$11.8K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
130New |
$7.36K - $8.14K
|
130
$9.21K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
130+ 464.29% |
$7.36K - $8.14K
|
158
$11.2K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
124New |
$7.02K - $7.76K
|
124
$8.79K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
99+ 34.98% |
$5.6K - $6.2K
|
382
$27.1K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
93+ 0.77% |
$5.26K - $5.82K
|
12.2K
$861K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
76+ 7.86% |
$4.3K - $4.76K
|
1.04K
$73.9K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
74+ 0.89% |
$4.19K - $4.63K
|
8.37K
$593K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
53+ 0.39% |
$3K - $3.32K
|
13.8K
$977K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 15.03% |
$2.43K - $2.69K
|
329
$23.3K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
30+ 2.28% |
$1.7K - $1.88K
|
1.35K
$95.5K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
27+ 44.26% |
$1.53K - $1.69K
|
88
$6.23K
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
13+ 10.08% |
$736 - $814
|
142
$10.1K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12New |
$679 - $751
|
12
$850
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
11New |
$622 - $689
|
11
$779
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.95% |
$56.6 - $62.6
|
106
$7.51K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2- 7.41% |
$113 - $125
|
25
$1.77K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-29- 0.6% |
$1.64K - $1.82K
|
4.83K
$342K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-55- 30.39% |
$3.11K - $3.44K
|
126
$8.93K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-59- 0.58% |
$3.34K - $3.69K
|
10.2K
$720K
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-83- 0.45% |
$4.7K - $5.2K
|
18.3K
$1.3M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-89- 0.68% |
$5.04K - $5.57K
|
13K
$920K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-144- 0.33% |
$8.15K - $9.02K
|
43.5K
$3.08M
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-164- 50.0% |
$9.28K - $10.3K
|
164
$11.6K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-211- 5.49% |
$11.9K - $13.2K
|
3.64K
$258K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-302- 5.55% |
$17.1K - $18.9K
|
5.14K
$364K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-326- 49.62% |
$18.4K - $20.4K
|
331
$23.5K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-379- 8.32% |
$21.4K - $23.7K
|
4.18K
$296K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-380- 22.91% |
$21.5K - $23.8K
|
1.28K
$90.6K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-401- 2.09% |
$22.7K - $25.1K
|
18.8K
$1.33M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-423- 4.94% |
$23.9K - $26.5K
|
8.14K
$577K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-463- 4.99% |
$26.2K - $29K
|
8.82K
$625K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-538- 7.59% |
$30.4K - $33.7K
|
6.55K
$464K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-696- 15.29% |
$39.4K - $43.6K
|
3.86K
$273K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-697- 93.81% |
$39.4K - $43.6K
|
46
$3.26K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-710- 91.38% |
$40.2K - $44.5K
|
67
$4.75K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-713- 3.96% |
$40.3K - $44.6K
|
17.3K
$1.22M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-809- 15.52% |
$45.8K - $50.7K
|
4.4K
$312K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-864- 15.23% |
$48.9K - $54.1K
|
4.81K
$341K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.03K- 1.13% |
$58K - $64.2K
|
89.9K
$6.37M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 11.44% |
$79.5K - $87.9K
|
10.9K
$770K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.74K- 26.73% |
$98.5K - $109K
|
4.77K
$338K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.99K- 22.43% |
$113K - $125K
|
6.89K
$488K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.17K- 61.4% |
$123K - $136K
|
1.36K
$96.4K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.86K- 3.69% |
$162K - $179K
|
74.5K
$5.28M
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.97K- 21.47% |
$168K - $186K
|
10.9K
$770K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.66K- 64.83% |
$207K - $229K
|
1.98K
$140K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-3.77K- 7.68% |
$214K - $236K
|
45.3K
$3.21M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.14K- 16.93% |
$348K - $385K
|
30.1K
$2.14M
|