Purchases and Sales Made in Q2 2023 in Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBJP) during Q2 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
34+ 17.0% |
$1.62K - $1.8K
|
234
$13K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32+ 0.69% |
$1.52K - $1.7K
|
4.7K
$261K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
30+ 1.59% |
$1.43K - $1.59K
|
1.91K
$106K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 3.5% |
$1.33K - $1.48K
|
828
$46K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
27+ 0.07% |
$1.29K - $1.43K
|
36.6K
$2.03M
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
26+ 26.26% |
$1.24K - $1.38K
|
125
$6.95K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24New |
$1.14K - $1.27K
|
24
$1.33K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 2.0% |
$1.1K - $1.22K
|
1.17K
$65.3K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7+ 0.18% |
$333 - $371
|
4.01K
$223K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 1.38% |
$190 - $212
|
294
$16.3K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 2.12% |
$190 - $212
|
193
$10.7K
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-6- 0.07% |
$286 - $318
|
8.21K
$456K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13- 0.23% |
$619 - $689
|
5.54K
$308K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16- 0.12% |
$762 - $848
|
13.4K
$746K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-74- 34.26% |
$3.52K - $3.92K
|
142
$7.9K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-93- 16.46% |
$4.43K - $4.93K
|
472
$26.2K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-124- 2.45% |
$5.9K - $6.57K
|
4.94K
$274K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-148- 1.19% |
$7.05K - $7.85K
|
12.3K
$682K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-177- 30.89% |
$8.43K - $9.38K
|
396
$22K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-265- 6.12% |
$12.6K - $14K
|
4.06K
$226K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-266- 28.33% |
$12.7K - $14.1K
|
673
$37.4K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-267- 3.08% |
$12.7K - $14.2K
|
8.41K
$468K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-267- 3.08% |
$12.7K - $14.2K
|
8.41K
$468K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-497- 74.18% |
$23.7K - $26.3K
|
173
$9.62K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-497- 74.18% |
$23.7K - $26.3K
|
173
$9.62K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-675- 11.62% |
$32.1K - $35.8K
|
5.14K
$286K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-718- 85.99% |
$34.2K - $38.1K
|
117
$6.51K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-718- 85.99% |
$34.2K - $38.1K
|
117
$6.51K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-746- 4.25% |
$35.5K - $39.5K
|
16.8K
$934K
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-782- 9.62% |
$37.2K - $41.5K
|
7.35K
$409K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-883- 7.82% |
$42K - $46.8K
|
10.4K
$579K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1K- 69.49% |
$47.7K - $53.1K
|
440
$24.5K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.07K- 3.83% |
$50.8K - $56.5K
|
26.8K
$1.49M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.12K- 7.0% |
$53.5K - $59.5K
|
14.9K
$830K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.25K- 7.03% |
$59.6K - $66.4K
|
16.5K
$920K
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.46K- 9.44% |
$69.6K - $77.4K
|
14K
$779K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.53K- 3.75% |
$72.6K - $80.8K
|
39.2K
$2.18M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.88K- 7.03% |
$89.7K - $99.9K
|
24.9K
$1.39M
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.89K- 59.42% |
$90.1K - $100K
|
1.29K
$71.8K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-2.52K- 18.14% |
$120K - $134K
|
11.4K
$633K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.51K- 38.83% |
$167K - $186K
|
5.52K
$307K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.89K- 1.69% |
$185K - $206K
|
226K
$12.6M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.19K- 94.5% |
$247K - $275K
|
302
$16.8K
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-7.02K- 2.96% |
$334K - $372K
|
230K
$12.8M
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-7.13K- 9.95% |
$339K - $378K
|
64.5K
$3.59M
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-8.21K- 7.62% |
$391K - $435K
|
99.5K
$5.53M
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.34K- 5.09% |
$397K - $442K
|
156K
$8.65M
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-8.34K- 5.09% |
$397K - $442K
|
156K
$8.65M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11.6K- 71.61% |
$553K - $616K
|
4.61K
$256K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 15.61% |
$601K - $669K
|
68.3K
$3.8M
|