Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.01M+ 2.66% |
$117M - $127M
|
77.4M
$5.49B
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
647KNew |
$37.6M - $40.8M
|
647K
$45.8M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
485K+ 115.03% |
$28.2M - $30.6M
|
906K
$64.2M
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
320KNew |
$18.6M - $20.2M
|
320K
$22.7M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.3K+ 65.03% |
$4.9M - $5.32M
|
214K
$15.2M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.2K+ 54.56% |
$3.67M - $3.99M
|
179K
$12.7M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
21.9KNew |
$1.27M - $1.38M
|
21.9K
$1.55M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.1K+ 3.35% |
$995K - $1.08M
|
529K
$37.5M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
15.4KNew |
$893K - $971K
|
15.4K
$1.09M
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
14.4K+ 4.0% |
$838K - $911K
|
375K
$26.6M
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
14.2K+ 3.94% |
$827K - $899K
|
375K
$26.6M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
13.7K+ 20.21% |
$796K - $865K
|
81.5K
$5.77M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2K+ 13.05% |
$710K - $772K
|
106K
$7.5M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$688K - $748K
|
11.8K
$839K
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
10.8KNew |
$629K - $684K
|
10.8K
$768K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.29K+ 202.44% |
$540K - $587K
|
13.9K
$983K
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.27K+ 18.9% |
$538K - $585K
|
58.3K
$4.13M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
8.66K+ 33.14% |
$503K - $547K
|
34.8K
$2.46M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.38KNew |
$487K - $529K
|
8.38K
$594K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
6.74KNew |
$391K - $426K
|
6.74K
$477K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
6.51K+ 0.89% |
$378K - $411K
|
739K
$52.4M
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.48K+ 6.83% |
$377K - $409K
|
101K
$7.19M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.12KNew |
$356K - $387K
|
6.12K
$434K
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.78K+ 4.74% |
$336K - $365K
|
128K
$9.05M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.08K+ 66.33% |
$295K - $321K
|
12.7K
$902K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.78K+ 128.95% |
$278K - $302K
|
8.49K
$601K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.44KNew |
$258K - $281K
|
4.44K
$315K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.17KNew |
$242K - $264K
|
4.17K
$296K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.15K+ 22.12% |
$241K - $262K
|
22.9K
$1.62M
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.05KNew |
$235K - $256K
|
4.05K
$287K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.01KNew |
$233K - $253K
|
4.01K
$284K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.76KNew |
$219K - $238K
|
3.76K
$267K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.61KNew |
$210K - $228K
|
3.61K
$256K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.65K+ 18.84% |
$154K - $168K
|
16.7K
$1.19M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.29K+ 15.47% |
$133K - $145K
|
17.1K
$1.21M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.18K+ 326.46% |
$127K - $138K
|
2.85K
$202K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.99K+ 47.65% |
$116K - $126K
|
6.17K
$437K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.99K+ 8.7% |
$115K - $126K
|
24.8K
$1.76M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.91KNew |
$111K - $121K
|
1.91K
$135K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.53K+ 3330.43% |
$89K - $96.8K
|
1.58K
$112K
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.29KNew |
$74.8K - $81.3K
|
1.29K
$91.2K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
722+ 4.18% |
$41.9K - $45.6K
|
18K
$1.28M
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
549New |
$31.9K - $34.7K
|
549
$38.9K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
533New |
$31K - $33.7K
|
533
$37.8K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
513+ 0.93% |
$29.8K - $32.4K
|
55.4K
$3.93M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
404New |
$23.5K - $25.5K
|
404
$28.6K
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
391New |
$22.7K - $24.7K
|
391
$27.7K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
388+ 15.32% |
$22.5K - $24.5K
|
2.92K
$207K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
355New |
$20.6K - $22.4K
|
355
$25.2K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
339+ 3.14% |
$19.7K - $21.4K
|
11.2K
$790K
|