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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
339+ 3.14% |
$19.7K - $21.4K
|
11.2K
$791K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
315New |
$18.3K - $19.9K
|
315
$22.4K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
246New |
$14.3K - $15.5K
|
246
$17.5K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
221+ 3.36% |
$12.8K - $14K
|
6.79K
$482K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
217New |
$12.6K - $13.7K
|
217
$15.4K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
126+ 55.26% |
$7.32K - $7.96K
|
354
$25.1K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
106New |
$6.16K - $6.69K
|
106
$7.52K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
103New |
$5.98K - $6.51K
|
103
$7.31K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
93+ 0.67% |
$5.4K - $5.87K
|
14K
$992K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
67New |
$3.89K - $4.23K
|
67
$4.75K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
59New |
$3.43K - $3.73K
|
59
$4.19K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
59+ 0.7% |
$3.43K - $3.73K
|
8.44K
$599K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
54+ 73.97% |
$3.14K - $3.41K
|
127
$9.01K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
46New |
$2.67K - $2.91K
|
46
$3.26K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 8.55% |
$2.27K - $2.46K
|
495
$35.1K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
26New |
$1.51K - $1.64K
|
26
$1.84K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
24New |
$1.39K - $1.52K
|
24
$1.7K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
23New |
$1.34K - $1.45K
|
23
$1.63K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
22+ 0.44% |
$1.28K - $1.39K
|
5K
$355K
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
17+ 0.48% |
$988 - $1.07K
|
3.53K
$251K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9New |
$523 - $568
|
9
$639
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1New |
$58.1 - $63.2
|
1
$71
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$58.1 - $63.2
|
1
$71
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-4- 2.82% |
$232 - $253
|
138
$9.79K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-4- 2.47% |
$232 - $253
|
158
$11.2K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 5.65% |
$407 - $442
|
117
$8.3K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-9- 0.24% |
$523 - $568
|
3.81K
$270K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-39- 10.6% |
$2.27K - $2.46K
|
329
$23.3K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47- 0.62% |
$2.73K - $2.97K
|
7.54K
$535K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-62- 1.11% |
$3.6K - $3.92K
|
5.55K
$394K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-73- 32.44% |
$4.24K - $4.61K
|
152
$10.8K
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-90- 29.22% |
$5.23K - $5.68K
|
218
$15.5K
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-95- 0.53% |
$5.52K - $6K
|
17.9K
$1.27M
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-138- 1.94% |
$8.02K - $8.72K
|
6.96K
$494K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-350- 42.07% |
$20.3K - $22.1K
|
482
$34.2K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-370- 6.47% |
$21.5K - $23.4K
|
5.35K
$380K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-392- 6.51% |
$22.8K - $24.8K
|
5.63K
$399K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-430- 6.22% |
$25K - $27.2K
|
6.48K
$460K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-430- 44.33% |
$25K - $27.2K
|
540
$38.3K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-514- 2.33% |
$29.9K - $32.5K
|
21.6K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-518- 7.6% |
$30.1K - $32.7K
|
6.3K
$447K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-644- 5.81% |
$37.4K - $40.7K
|
10.4K
$740K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-799- 6.63% |
$46.4K - $50.5K
|
11.3K
$799K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-842- 27.32% |
$48.9K - $53.2K
|
2.24K
$159K
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-913- 13.96% |
$53K - $57.7K
|
5.63K
$399K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.14K- 0.45% |
$66K - $71.7K
|
249K
$17.7M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.21K- 94.68% |
$70.3K - $76.5K
|
68
$4.83K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.29K- 3.85% |
$74.9K - $81.4K
|
32.2K
$2.29M
|