Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
163New |
$8.6K - $10K
|
163
$11.5K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
146+ 1.67% |
$7.7K - $9K
|
8.88K
$628K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
139+ 0.78% |
$7.33K - $8.56K
|
18K
$1.27M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
123New |
$6.49K - $7.58K
|
123
$8.7K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
120+ 0.88% |
$6.33K - $7.39K
|
13.7K
$972K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
108+ 1.32% |
$5.7K - $6.65K
|
8.3K
$587K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
105New |
$5.54K - $6.47K
|
105
$7.43K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
93New |
$4.9K - $5.73K
|
93
$6.58K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
71New |
$3.74K - $4.37K
|
71
$5.02K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
65New |
$3.43K - $4K
|
65
$4.6K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
59New |
$3.11K - $3.63K
|
59
$4.17K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
46+ 0.57% |
$2.43K - $2.83K
|
8.11K
$573K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
41+ 15.24% |
$2.16K - $2.53K
|
310
$21.9K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16+ 21.33% |
$844 - $986
|
91
$6.44K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 1.83% |
$738 - $863
|
777
$55K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 1.36% |
$686 - $801
|
967
$68.4K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
11New |
$580 - $678
|
11
$778
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2+ 0.08% |
$105 - $123
|
2.54K
$180K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2New |
$105 - $123
|
2
$142
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-22- 0.39% |
$1.16K - $1.36K
|
5.64K
$399K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-52- 0.12% |
$2.74K - $3.2K
|
43.6K
$3.09M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-59- 16.91% |
$3.11K - $3.63K
|
290
$20.5K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 35.21% |
$3.96K - $4.62K
|
138
$9.76K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-94- 77.69% |
$4.96K - $5.79K
|
27
$1.91K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-238- 3.73% |
$12.6K - $14.7K
|
6.15K
$435K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-260- 2.95% |
$13.7K - $16K
|
8.56K
$606K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-348Closed |
$18.4K - $21.4K
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-383- 2.04% |
$20.2K - $23.6K
|
18.4K
$1.3M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-383- 3.04% |
$20.2K - $23.6K
|
12.2K
$863K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-433- 36.82% |
$22.8K - $26.7K
|
743
$52.6K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-525- 64.98% |
$27.7K - $32.3K
|
283
$20K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-529- 8.53% |
$27.9K - $32.6K
|
5.67K
$401K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-794- 2.14% |
$41.9K - $48.9K
|
36.3K
$2.57M
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-932- 0.72% |
$49.2K - $57.4K
|
128K
$9.07M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-960- 15.55% |
$50.6K - $59.1K
|
5.21K
$369K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.01K- 9.8% |
$53.2K - $62.2K
|
9.28K
$657K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.17K- 15.97% |
$61.7K - $72K
|
6.15K
$435K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.21K- 25.49% |
$63.6K - $74.3K
|
3.53K
$249K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.09K- 92.01% |
$110K - $128K
|
181
$12.8K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.62K- 11.02% |
$138K - $161K
|
21.1K
$1.5M
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-3.22K- 70.92% |
$170K - $198K
|
1.32K
$93.3K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.86K- 47.36% |
$309K - $361K
|
6.51K
$461K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.85K- 7.5% |
$361K - $422K
|
84.5K
$5.98M
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.57K- 45.62% |
$452K - $528K
|
10.2K
$723K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.89K- 8.9% |
$469K - $548K
|
90.9K
$6.43M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.2K- 5.78% |
$485K - $567K
|
150K
$10.6M
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-10.2K- 42.43% |
$538K - $628K
|
13.8K
$979K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 48.95% |
$621K - $725K
|
12.3K
$868K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.5K- 53.92% |
$659K - $770K
|
10.7K
$756K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 14.91% |
$716K - $836K
|
77.4K
$5.48M
|