Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-71- 66.98% |
$3.89K - $4.57K
|
35
$2.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-79- 1.58% |
$4.32K - $5.09K
|
4.93K
$349K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-83- 0.74% |
$4.54K - $5.35K
|
11.2K
$792K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-93- 1.23% |
$5.09K - $5.99K
|
7.45K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-170- 0.74% |
$9.31K - $11K
|
22.8K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-223- 57.03% |
$12.2K - $14.4K
|
168
$11.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-228- 2.04% |
$12.5K - $14.7K
|
10.9K
$774K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-228- 2.04% |
$12.5K - $14.7K
|
10.9K
$774K
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-243- 4.32% |
$13.3K - $15.7K
|
5.39K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-304- 7.99% |
$16.6K - $19.6K
|
3.5K
$248K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-315Closed |
$17.2K - $20.3K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-390- 1.81% |
$21.3K - $25.1K
|
21.2K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-391- 3.75% |
$21.4K - $25.2K
|
10K
$711K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-439- 1.26% |
$24K - $28.3K
|
34.3K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-457- 8.24% |
$25K - $29.4K
|
5.09K
$361K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-520- 40.34% |
$28.5K - $33.5K
|
769
$54.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-553- 4.88% |
$30.3K - $35.6K
|
10.8K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-866- 12.08% |
$47.4K - $55.8K
|
6.3K
$446K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-894- 10.67% |
$48.9K - $57.6K
|
7.49K
$530K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 35.09% |
$54.8K - $64.5K
|
1.85K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.16K- 26.33% |
$63.3K - $74.5K
|
3.24K
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.17K- 18.02% |
$63.9K - $75.3K
|
5.31K
$376K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.29K- 2.89% |
$70.7K - $83.2K
|
43.4K
$3.08M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.63K- 85.32% |
$89.1K - $105K
|
280
$19.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.73K- 15.98% |
$94.6K - $111K
|
9.08K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.59K- 4.1% |
$196K - $231K
|
83.9K
$5.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.82K- 2.25% |
$209K - $246K
|
166K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.07K- 47.98% |
$223K - $262K
|
4.42K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.2K- 5.85% |
$339K - $399K
|
99.7K
$7.06M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.47K- 25.14% |
$354K - $417K
|
19.3K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.74K- 11.57% |
$369K - $434K
|
51.5K
$3.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.96K- 6.89% |
$545K - $642K
|
134K
$9.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11K- 4.4% |
$600K - $707K
|
238K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.2K- 11.38% |
$723K - $851K
|
103K
$7.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.1K- 12.6% |
$771K - $908K
|
97.7K
$6.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.8K- 1.63% |
$808K - $952K
|
891K
$63.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-15.4K- 2.08% |
$841K - $990K
|
724K
$51.3M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.2K- 10.05% |
$2.91M - $3.43M
|
476K
$33.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-90.5K- 42.3% |
$4.95M - $5.83M
|
123K
$8.75M
|