Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
232+ 4.03% |
$14.3K - $15.5K
|
5.99K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
225+ 4.42% |
$13.9K - $15K
|
5.32K
$377K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
205+ 6833.33% |
$12.7K - $13.7K
|
208
$14.7K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
200+ 3.44% |
$12.4K - $13.4K
|
6.02K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
195+ 12.88% |
$12.1K - $13K
|
1.71K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
181+ 5.17% |
$11.2K - $12.1K
|
3.68K
$261K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
143New |
$8.84K - $9.55K
|
143
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
142+ 2.57% |
$8.78K - $9.49K
|
5.67K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
129New |
$7.98K - $8.62K
|
129
$9.14K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
116+ 331.43% |
$7.17K - $7.75K
|
151
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
112New |
$6.92K - $7.48K
|
112
$7.94K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103+ 18.59% |
$6.37K - $6.88K
|
657
$46.5K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
88New |
$5.44K - $5.88K
|
88
$6.23K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
78+ 1.77% |
$4.82K - $5.21K
|
4.49K
$318K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
63New |
$3.9K - $4.21K
|
63
$4.46K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
55New |
$3.4K - $3.67K
|
55
$3.9K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
51New |
$3.15K - $3.41K
|
51
$3.61K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
50+ 0.35% |
$3.09K - $3.34K
|
14.2K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50New |
$3.09K - $3.34K
|
50
$3.54K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
48+ 1.11% |
$2.97K - $3.21K
|
4.36K
$309K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
40+ 333.33% |
$2.47K - $2.67K
|
52
$3.68K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
25New |
$1.55K - $1.67K
|
25
$1.77K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 17.95% |
$1.3K - $1.4K
|
138
$9.78K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
21+ 13.29% |
$1.3K - $1.4K
|
179
$12.7K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 0.65% |
$1.3K - $1.4K
|
3.26K
$231K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
10New |
$618 - $668
|
10
$709
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9New |
$556 - $601
|
9
$638
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8+ 9.64% |
$495 - $534
|
91
$6.45K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
5+ 2.42% |
$309 - $334
|
212
$15K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 2.4% |
$309 - $334
|
213
$15.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5+ 38.46% |
$309 - $334
|
18
$1.28K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.88% |
$61.8 - $66.8
|
115
$8.15K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1+ 0.48% |
$61.8 - $66.8
|
210
$14.9K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5- 0.09% |
$309 - $334
|
5.5K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13- 30.95% |
$804 - $869
|
29
$2.05K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-15- 8.77% |
$927 - $1K
|
156
$11.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-18Closed |
$1.11K - $1.2K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-18- 13.33% |
$1.11K - $1.2K
|
117
$8.29K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-23- 50.0% |
$1.42K - $1.54K
|
23
$1.63K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-30- 0.61% |
$1.85K - $2K
|
4.9K
$347K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-38- 0.94% |
$2.35K - $2.54K
|
4.01K
$284K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-44- 34.65% |
$2.72K - $2.94K
|
83
$5.88K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-84- 0.19% |
$5.19K - $5.61K
|
44K
$3.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-110- 85.94% |
$6.8K - $7.35K
|
18
$1.28K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-158- 44.63% |
$9.77K - $10.6K
|
196
$13.9K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-203- 0.96% |
$12.6K - $13.6K
|
21K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-210- 1.95% |
$13K - $14K
|
10.6K
$749K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-212- 75.71% |
$13.1K - $14.2K
|
68
$4.82K
|