Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
279KNew |
$17.9M - $20.2M
|
279K
$19.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
55.3K+ 13.23% |
$3.54M - $4.01M
|
473K
$33.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.83KNew |
$629K - $713K
|
9.83K
$697K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.97K+ 112.58% |
$510K - $578K
|
15.1K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.89K+ 6.42% |
$505K - $572K
|
131K
$9.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.72KNew |
$302K - $342K
|
4.72K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.41KNew |
$282K - $320K
|
4.41K
$313K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.3KNew |
$275K - $312K
|
4.3K
$305K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.22K+ 64.3% |
$270K - $306K
|
10.8K
$766K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.11KNew |
$263K - $298K
|
4.11K
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.11KNew |
$263K - $298K
|
4.11K
$292K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.9K+ 122.44% |
$249K - $283K
|
7.08K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.79KNew |
$243K - $275K
|
3.79K
$269K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.04KNew |
$195K - $221K
|
3.04K
$216K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.53K+ 33.84% |
$162K - $184K
|
10K
$711K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.29K+ 24.99% |
$146K - $166K
|
11.4K
$812K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
621New |
$39.7K - $45K
|
621
$44.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
492New |
$31.5K - $35.7K
|
492
$34.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
480New |
$30.7K - $34.8K
|
480
$34.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
284+ 129.09% |
$18.2K - $20.6K
|
504
$35.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
188New |
$12K - $13.6K
|
188
$13.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
137+ 2.16% |
$8.77K - $9.94K
|
6.47K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
126New |
$8.06K - $9.14K
|
126
$8.94K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
101+ 561.11% |
$6.46K - $7.33K
|
119
$8.44K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
85New |
$5.44K - $6.17K
|
85
$6.03K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
74+ 60.66% |
$4.74K - $5.37K
|
196
$13.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
47+ 0.56% |
$3.01K - $3.41K
|
8.43K
$598K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19New |
$1.22K - $1.38K
|
19
$1.35K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 15.79% |
$768 - $870
|
88
$6.24K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
10New |
$640 - $725
|
10
$710
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 125.0% |
$320 - $363
|
9
$639
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-59- 1.04% |
$3.78K - $4.28K
|
5.6K
$397K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-73- 82.02% |
$4.67K - $5.3K
|
16
$1.14K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-76- 0.53% |
$4.86K - $5.51K
|
14.2K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-118- 37.46% |
$7.55K - $8.56K
|
197
$14K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-156- 18.48% |
$9.98K - $11.3K
|
688
$48.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157- 2.35% |
$10K - $11.4K
|
6.52K
$462K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-179- 10.74% |
$11.5K - $13K
|
1.49K
$106K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-189- 13.18% |
$12.1K - $13.7K
|
1.25K
$88.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-245- 1.19% |
$15.7K - $17.8K
|
20.4K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-308- 6.91% |
$19.7K - $22.3K
|
4.15K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-342- 6.73% |
$21.9K - $24.8K
|
4.74K
$336K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-480Closed |
$30.7K - $34.8K
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-484- 6.03% |
$31K - $35.1K
|
7.55K
$536K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 0.6% |
$32K - $36.3K
|
82.3K
$5.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-589- 1.24% |
$37.7K - $42.7K
|
47.1K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-591- 0.24% |
$37.8K - $42.9K
|
247K
$17.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.12K- 4.34% |
$71.6K - $81.1K
|
24.6K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.11K- 5.75% |
$135K - $153K
|
34.6K
$2.45M
|