Purchases and Sales Made in Q1 2023 in Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBJP) during Q1 2023. The information is specifically focused on institutions that hold shares of JP MORGAN ETF TRUST BETABUILDE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.06M+ 0.9% |
$46.8M - $51.5M
|
119M
$6.77B
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
349K+ 9.01% |
$15.4M - $16.9M
|
4.23M
$241M
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
217K+ 9.44% |
$9.58M - $10.5M
|
2.52M
$144M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
121K+ 1853.98% |
$5.34M - $5.88M
|
128K
$7.28M
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
89.5KNew |
$3.94M - $4.34M
|
89.5K
$5.1M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
86.6K+ 10.64% |
$3.82M - $4.2M
|
901K
$51.3M
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
71.7KNew |
$3.16M - $3.47M
|
71.7K
$4.08M
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
53KNew |
$2.34M - $2.57M
|
53K
$3.02M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
40.7KNew |
$1.79M - $1.97M
|
40.7K
$2.32M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
37.7K+ 12.2% |
$1.66M - $1.83M
|
347K
$19.8M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.2K+ 4.32% |
$1.29M - $1.42M
|
705K
$40.2M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24K+ 111.42% |
$1.06M - $1.16M
|
45.6K
$2.6M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
20.3KNew |
$895K - $984K
|
20.3K
$1.16M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
17.6KNew |
$773K - $851K
|
17.6K
$1M
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.2KNew |
$715K - $787K
|
16.2K
$924K
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
13.9KNew |
$613K - $674K
|
13.9K
$792K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.3K+ 72.18% |
$543K - $597K
|
29.4K
$1.67M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
11.8K+ 664.81% |
$521K - $573K
|
13.6K
$775K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.5KNew |
$461K - $507K
|
10.5K
$596K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
10.3KNew |
$455K - $500K
|
10.3K
$588K
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
9.17K+ 4.77% |
$404K - $445K
|
201K
$11.5M
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.29KNew |
$277K - $305K
|
6.29K
$358K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
5.63K+ 5.16% |
$248K - $273K
|
115K
$6.54M
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$248K - $273K
|
5.63K
$321K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.22K+ 37.55% |
$230K - $253K
|
19.1K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.12K+ 13.52% |
$226K - $248K
|
43K
$2.45M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.05K+ 84233.33% |
$223K - $245K
|
5.06K
$288K
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.92K+ 14.65% |
$217K - $238K
|
38.5K
$2.19M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.67KNew |
$206K - $226K
|
4.67K
$266K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.43KNew |
$195K - $215K
|
4.43K
$252K
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.25KNew |
$187K - $206K
|
4.25K
$242K
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
3.85K+ 1.65% |
$170K - $187K
|
237K
$13.5M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.71KNew |
$163K - $180K
|
3.71K
$211K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.46KNew |
$153K - $168K
|
3.46K
$197K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.79KNew |
$78.7K - $86.6K
|
1.79K
$102K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.63K+ 3.4% |
$71.7K - $78.9K
|
49.5K
$2.82M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 0.55% |
$70.6K - $77.7K
|
295K
$16.8M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.56K+ 6.19% |
$68.8K - $75.7K
|
26.8K
$1.53M
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.47K+ 14.03% |
$64.8K - $71.3K
|
11.9K
$680K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.25K+ 10.7% |
$54.9K - $60.5K
|
12.9K
$735K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.01K+ 21.64% |
$44.3K - $48.7K
|
5.65K
$322K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
865+ 302.45% |
$38.1K - $41.9K
|
1.15K
$65.6K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
798+ 7.66% |
$35.2K - $38.7K
|
11.2K
$639K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
718+ 613.68% |
$31.6K - $34.8K
|
835
$47.6K
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
698New |
$30.8K - $33.8K
|
698
$39.8K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
692+ 14.18% |
$30.5K - $33.5K
|
5.57K
$317K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
672+ 4.06% |
$29.6K - $32.6K
|
17.2K
$981K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
670New |
$29.5K - $32.5K
|
670
$38.2K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
580+ 3.37% |
$25.6K - $28.1K
|
17.8K
$1.01M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
521New |
$23K - $25.3K
|
521
$29.7K
|