Latest Institutional Transactions on Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information on the latest institutional transactions involving Jp Morgan ETF Trust Betabuilde (BBJP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
78New |
$4.03K - $4.6K
|
78
$4.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3New |
$155 - $177
|
3
$181
|
|
|
Apr 18, 2024
Q1 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
384KNew |
$19.9M - $22.6M
|
384K
$23.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
19+ 41.3% |
$982 - $1.12K
|
65
$3.91K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8+ 36.36% |
$413 - $472
|
30
$1.81K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
50New |
$2.58K - $2.95K
|
50
$3.01K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-436- 10.38% |
$22.5K - $25.7K
|
3.77K
$227K
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-607Closed |
$29K - $32.4K
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$191 - $213
|
4
$241
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
30New |
$1.43K - $1.6K
|
30
$1.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
319+ 7.73% |
$15.2K - $17K
|
4.45K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-4.48K- 17.48% |
$214K - $239K
|
21.2K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.36KNew |
$208K - $232K
|
4.36K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.5KNew |
$406K - $453K
|
8.5K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
142New |
$6.78K - $7.57K
|
142
$8.55K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-184- 4.12% |
$8.79K - $9.81K
|
4.28K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$3.58K - $4K
|
75
$4.52K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
85New |
$4.06K - $4.53K
|
85
$5.12K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
122New |
$5.83K - $6.51K
|
122
$7.35K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-69- 1.69% |
$3.3K - $3.68K
|
4.02K
$242K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
39+ 5.86% |
$1.86K - $2.08K
|
705
$42.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
430New |
$20.5K - $22.9K
|
430
$25.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$526 - $587
|
11
$663
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
28New |
$1.34K - $1.49K
|
28
$1.69K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.68KNew |
$80.3K - $89.6K
|
1.68K
$101K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
119New |
$5.69K - $6.35K
|
119
$7.17K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
396New |
$18.9K - $21.1K
|
396
$23.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
55New |
$2.63K - $2.93K
|
55
$3.31K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.01KNew |
$239K - $267K
|
5.01K
$302K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
150New |
$7.17K - $8K
|
150
$9.03K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
21.7K+ 7.64% |
$1.04M - $1.16M
|
305K
$18.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
19New |
$908 - $1.01K
|
19
$1.14K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
297+ 848.57% |
$14.2K - $15.8K
|
332
$20K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 2.17% |
$47.8 - $53.3
|
47
$2.83K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.38KNew |
$209K - $234K
|
4.38K
$264K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-165- 72.69% |
$7.88K - $8.8K
|
62
$3.73K
|
|
| Q3 2023 | |||||||
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-46Closed |
$2.27K - $2.44K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-6.83KClosed |
$337K - $362K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.1K+ 1246.59% |
$54.2K - $58.2K
|
1.19K
$71.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31KNew |
$1.53M - $1.64M
|
31K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
127New |
$6.27K - $6.74K
|
127
$7.65K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-27- 21.6% |
$1.33K - $1.43K
|
98
$5.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$897K - $964K
|
18.2K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
157New |
$7.75K - $8.33K
|
157
$9.46K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-517- 60.33% |
$25.5K - $27.4K
|
340
$20.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.7KNew |
$1.02M - $1.1M
|
20.7K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-21.2K- 49.37% |
$1.05M - $1.12M
|
21.7K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
109New |
$5.38K - $5.78K
|
109
$6.57K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
56New |
$2.76K - $2.97K
|
56
$3.37K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-617- 82.71% |
$30.5K - $32.7K
|
129
$7.77K
|
|