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 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
439+ 2.76% |
$19.3K - $21.3K
|
16.3K
$899K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
378+ 82.71% |
$16.7K - $18.3K
|
835
$45.9K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
368+ 179.51% |
$16.2K - $17.8K
|
573
$31.5K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
326New |
$14.4K - $15.8K
|
326
$17.9K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
300+ 1.22% |
$13.2K - $14.5K
|
24.8K
$1.37M
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
259New |
$11.4K - $12.6K
|
259
$14.2K
|
|
May 15, 2023
Q1 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
243+ 0.24% |
$10.7K - $11.8K
|
100K
$5.5M
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
241New |
$10.6K - $11.7K
|
241
$13.3K
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
237+ 3.87% |
$10.4K - $11.5K
|
6.36K
$350K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
226New |
$9.96K - $11K
|
226
$12.4K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
206+ 0.53% |
$9.08K - $9.99K
|
39.2K
$2.16M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$8.81K - $9.7K
|
200
$11K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
196+ 26.38% |
$8.64K - $9.5K
|
939
$51.7K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
176+ 314.29% |
$7.75K - $8.53K
|
232
$12.8K
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
163+ 1.73% |
$7.18K - $7.9K
|
9.57K
$527K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
155New |
$6.83K - $7.51K
|
155
$8.53K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
145+ 27.62% |
$6.39K - $7.03K
|
670
$36.9K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
131+ 7.48% |
$5.77K - $6.35K
|
1.88K
$104K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
114+ 0.79% |
$5.02K - $5.53K
|
14.5K
$799K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
104+ 0.29% |
$4.58K - $5.04K
|
35.5K
$1.96M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
90New |
$3.97K - $4.36K
|
90
$4.95K
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
64New |
$2.82K - $3.1K
|
64
$3.52K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
55+ 36.91% |
$2.42K - $2.67K
|
204
$11.2K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
21New |
$925 - $1.02K
|
21
$1.16K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
19+ 1.05% |
$837 - $921
|
1.83K
$101K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18New |
$793 - $873
|
18
$990
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-7- 0.05% |
$308 - $339
|
12.7K
$701K
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-24- 0.29% |
$1.06K - $1.16K
|
8.13K
$447K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29- 3.5% |
$1.28K - $1.41K
|
800
$44K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50- 1.23% |
$2.2K - $2.42K
|
4K
$220K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-54- 4.14% |
$2.38K - $2.62K
|
1.25K
$68.7K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-155- 3.48% |
$6.83K - $7.51K
|
4.31K
$237K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-190- 3.39% |
$8.37K - $9.21K
|
5.41K
$298K
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-357- 1.28% |
$15.7K - $17.3K
|
27.5K
$1.52M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-395- 2.14% |
$17.4K - $19.1K
|
18K
$992K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-420- 4.61% |
$18.5K - $20.4K
|
8.68K
$478K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-420- 4.61% |
$18.5K - $20.4K
|
8.68K
$478K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-580- 3.26% |
$25.6K - $28.1K
|
17.2K
$947K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-591- 87.3% |
$26K - $28.7K
|
86
$4.73K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-593- 4.23% |
$26.1K - $28.7K
|
13.4K
$739K
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-804- 16.18% |
$35.4K - $39K
|
4.17K
$229K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-863- 9.11% |
$38K - $41.8K
|
8.61K
$473K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-920- 14.21% |
$40.5K - $44.6K
|
5.55K
$306K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.02K- 6.83% |
$44.8K - $49.3K
|
13.9K
$762K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.14K- 84.11% |
$50.4K - $55.4K
|
216
$11.9K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.29K- 92.48% |
$56.9K - $62.6K
|
105
$5.78K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.44K- 24.95% |
$63.4K - $69.8K
|
4.33K
$238K
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.44K- 8.51% |
$63.4K - $69.8K
|
15.5K
$851K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.53K- 10.03% |
$67.5K - $74.2K
|
13.7K
$755K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.67K- 3.02% |
$73.4K - $80.7K
|
53.5K
$2.95M
|