Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
77New |
$4.47K - $4.78K
|
77
$6.22K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
60+ 1.08% |
$3.48K - $3.72K
|
5.61K
$453K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
58+ 34.73% |
$3.37K - $3.6K
|
225
$18.2K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
52+ 0.85% |
$3.02K - $3.23K
|
6.18K
$499K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52+ 0.47% |
$3.02K - $3.23K
|
11.1K
$895K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
46New |
$2.67K - $2.85K
|
46
$3.72K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39New |
$2.26K - $2.42K
|
39
$3.15K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
39+ 11.85% |
$2.26K - $2.42K
|
368
$29.7K
|
|
May 07, 2025
Q2 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
29New |
$1.68K - $1.8K
|
29
$2.34K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19+ 0.29% |
$1.1K - $1.18K
|
6.57K
$531K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14+ 0.32% |
$812 - $868
|
4.42K
$357K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8+ 0.16% |
$464 - $496
|
4.87K
$393K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 10.61% |
$406 - $434
|
73
$5.9K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5+ 0.06% |
$290 - $310
|
8.38K
$677K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
4+ 2.53% |
$232 - $248
|
162
$13.1K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.72% |
$58 - $62
|
139
$11.2K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 4.17% |
$58 - $62
|
25
$2.02K
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2- 0.65% |
$116 - $124
|
308
$24.9K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7- 0.04% |
$406 - $434
|
18.8K
$1.52M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-37- 1.49% |
$2.15K - $2.3K
|
2.44K
$197K
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-55- 0.51% |
$3.19K - $3.41K
|
10.8K
$874K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55- 0.51% |
$3.19K - $3.41K
|
10.8K
$874K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-56- 38.62% |
$3.25K - $3.47K
|
89
$7.19K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-59- 4.38% |
$3.42K - $3.66K
|
1.29K
$104K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59Closed |
$3.42K - $3.66K
|
0
$0
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-64- 95.52% |
$3.71K - $3.97K
|
3
$242
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-98- 0.2% |
$5.69K - $6.08K
|
49K
$3.96M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-103- 0.85% |
$5.98K - $6.39K
|
12.1K
$974K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-116- 2.31% |
$6.73K - $7.2K
|
4.9K
$396K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-134- 1.9% |
$7.78K - $8.31K
|
6.91K
$559K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-142- 37.17% |
$8.24K - $8.81K
|
240
$19.4K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-148- 3.84% |
$8.59K - $9.18K
|
3.71K
$300K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-221- 24.83% |
$12.8K - $13.7K
|
669
$54.1K
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-260- 1.16% |
$15.1K - $16.1K
|
22.1K
$1.78M
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-308- 1.68% |
$17.9K - $19.1K
|
18K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-344- 5.41% |
$20K - $21.3K
|
6.02K
$487K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-348- 4.85% |
$20.2K - $21.6K
|
6.82K
$551K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-446- 14.98% |
$25.9K - $27.7K
|
2.53K
$205K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-549- 10.69% |
$31.9K - $34.1K
|
4.59K
$371K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-675- 8.74% |
$39.2K - $41.9K
|
7.05K
$570K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-692- 0.09% |
$40.2K - $42.9K
|
733K
$59.2M
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-763- 4.23% |
$44.3K - $47.3K
|
17.3K
$1.4M
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-822- 3.67% |
$47.7K - $51K
|
21.6K
$1.75M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-904- 0.69% |
$52.5K - $56.1K
|
130K
$10.5M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-921- 10.74% |
$53.4K - $57.1K
|
7.66K
$619K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-954- 91.47% |
$55.4K - $59.2K
|
89
$7.19K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-954- 91.47% |
$55.4K - $59.2K
|
89
$7.19K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-971- 11.34% |
$56.3K - $60.2K
|
7.59K
$614K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.09K- 6.32% |
$63.4K - $67.7K
|
16.2K
$1.31M
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.19K- 58.85% |
$69.1K - $73.8K
|
832
$67.3K
|