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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.85KNew |
$182K - $206K
|
2.85K
$201K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.8KNew |
$179K - $203K
|
2.8K
$198K
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.8K+ 75.52% |
$179K - $203K
|
6.5K
$460K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.53K+ 33.84% |
$162K - $184K
|
10K
$709K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.29K+ 24.99% |
$146K - $166K
|
11.4K
$810K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.28K+ 1750.0% |
$146K - $165K
|
2.41K
$170K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.1K+ 435.68% |
$134K - $152K
|
2.58K
$183K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.59KNew |
$102K - $115K
|
1.59K
$112K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.1K+ 24.86% |
$70.6K - $80K
|
5.54K
$392K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
957+ 26.58% |
$61.2K - $69.4K
|
4.56K
$322K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
695+ 9.26% |
$44.5K - $50.4K
|
8.2K
$580K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
621New |
$39.7K - $45K
|
621
$43.9K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
613+ 29.84% |
$39.2K - $44.5K
|
2.67K
$189K
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
577+ 3.09% |
$36.9K - $41.9K
|
19.3K
$1.36M
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
492New |
$31.5K - $35.7K
|
492
$34.8K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
480New |
$30.7K - $34.8K
|
480
$34K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
472+ 7.88% |
$30.2K - $34.2K
|
6.47K
$457K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
384+ 2.81% |
$24.6K - $27.9K
|
14.1K
$996K
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
293+ 8.76% |
$18.8K - $21.3K
|
3.64K
$257K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
284+ 129.09% |
$18.2K - $20.6K
|
504
$35.7K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
188New |
$12K - $13.6K
|
188
$13.3K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
186+ 3.54% |
$11.9K - $13.5K
|
5.44K
$385K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
162New |
$10.4K - $11.8K
|
162
$11.5K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
137+ 2.16% |
$8.77K - $9.94K
|
6.47K
$458K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
126New |
$8.06K - $9.14K
|
126
$8.91K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
107New |
$6.85K - $7.76K
|
107
$7.57K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
101+ 561.11% |
$6.46K - $7.33K
|
119
$8.42K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
85New |
$5.44K - $6.17K
|
85
$6.01K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
76+ 5.58% |
$4.86K - $5.51K
|
1.44K
$102K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
74+ 60.66% |
$4.74K - $5.37K
|
196
$13.9K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69+ 10.99% |
$4.42K - $5.01K
|
697
$49.3K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
62New |
$3.97K - $4.5K
|
62
$4.39K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
61+ 16.49% |
$3.9K - $4.42K
|
431
$30.5K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
51New |
$3.26K - $3.7K
|
51
$3.61K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
47+ 0.56% |
$3.01K - $3.41K
|
8.43K
$596K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
38New |
$2.43K - $2.76K
|
38
$2.69K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32New |
$2.05K - $2.32K
|
32
$2.26K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26New |
$1.66K - $1.89K
|
26
$1.84K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19New |
$1.22K - $1.38K
|
19
$1.34K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18+ 0.51% |
$1.15K - $1.31K
|
3.52K
$249K
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
15+ 88.24% |
$960 - $1.09K
|
32
$2.26K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
15New |
$960 - $1.09K
|
15
$1.06K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 15.79% |
$768 - $870
|
88
$6.23K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
10New |
$640 - $725
|
10
$708
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 125.0% |
$320 - $363
|
9
$637
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 33.33% |
$256 - $290
|
16
$1.13K
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$256 - $290
|
4
$283
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 3.45% |
$64 - $72.5
|
28
$1.98K
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 0.65% |
$64 - $72.5
|
154
$10.9K
|