Purchases and Sales Made in Q2 2025 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 2025. 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 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
565New |
$37K - $45.6K
|
565
$48.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
465New |
$30.4K - $37.5K
|
465
$40K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
414+ 10.53% |
$27.1K - $33.4K
|
4.35K
$374K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
396New |
$25.9K - $32K
|
396
$34.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
340New |
$22.2K - $27.4K
|
340
$29.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
245+ 2.58% |
$16K - $19.8K
|
9.73K
$837K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
235+ 321.92% |
$15.4K - $19K
|
308
$26.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
199New |
$13K - $16.1K
|
199
$17.1K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
170New |
$11.1K - $13.7K
|
170
$14.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
163+ 2.86% |
$10.7K - $13.2K
|
5.87K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
152New |
$9.94K - $12.3K
|
152
$13.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
143+ 25.58% |
$9.36K - $11.5K
|
702
$60.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
81New |
$5.3K - $6.54K
|
81
$6.97K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
77New |
$5.04K - $6.21K
|
77
$6.63K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
76+ 138.18% |
$4.97K - $6.13K
|
131
$11.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
76+ 1.21% |
$4.97K - $6.13K
|
6.38K
$549K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
73+ 486.67% |
$4.78K - $5.89K
|
88
$7.57K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
73+ 486.67% |
$4.78K - $5.89K
|
88
$7.57K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
72New |
$4.71K - $5.81K
|
72
$6.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
70New |
$4.58K - $5.65K
|
70
$6.02K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
56New |
$3.66K - $4.52K
|
56
$4.82K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
46+ 9.29% |
$3.01K - $3.71K
|
541
$46.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
37+ 0.49% |
$2.42K - $2.99K
|
7.66K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18New |
$1.18K - $1.45K
|
18
$1.55K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17New |
$1.11K - $1.37K
|
17
$1.46K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13New |
$850 - $1.05K
|
13
$1.12K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13New |
$850 - $1.05K
|
13
$1.12K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
12New |
$785 - $968
|
12
$1.03K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$785 - $968
|
12
$1.03K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
11+ 0.1% |
$720 - $888
|
10.7K
$918K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.07% |
$720 - $888
|
15.3K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
10New |
$654 - $807
|
10
$861
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$458 - $565
|
7
$602
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.8% |
$65.4 - $80.7
|
126
$10.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-7- 4.38% |
$458 - $565
|
153
$13.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11- 27.5% |
$720 - $888
|
29
$2.5K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16- 0.37% |
$1.05K - $1.29K
|
4.36K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18- 66.67% |
$1.18K - $1.45K
|
9
$775
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25- 37.88% |
$1.64K - $2.02K
|
41
$3.53K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 26.32% |
$1.64K - $2.02K
|
70
$6.02K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-35- 14.58% |
$2.29K - $2.82K
|
205
$17.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-37- 48.05% |
$2.42K - $2.99K
|
40
$3.44K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-55- 91.67% |
$3.6K - $4.44K
|
5
$430
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-60- 17.44% |
$3.93K - $4.84K
|
284
$24.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-60- 61.86% |
$3.93K - $4.84K
|
37
$3.18K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-84- 27.27% |
$5.5K - $6.78K
|
224
$19.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-124- 0.28% |
$8.11K - $10K
|
43.4K
$3.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-131- 3.22% |
$8.57K - $10.6K
|
3.94K
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-139- 7.05% |
$9.09K - $11.2K
|
1.83K
$158K
|