Purchases and Sales Made in Q2 2025 in Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBJP) during Q2 2025. 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.54K+ 143.77% |
$178K - $220K
|
6.01K
$387K
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.51KNew |
$177K - $218K
|
3.51K
$226K
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.49KNew |
$175K - $216K
|
3.49K
$224K
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.4KNew |
$171K - $211K
|
3.4K
$219K
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.4KNew |
$171K - $211K
|
3.4K
$219K
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.27KNew |
$164K - $203K
|
3.27K
$210K
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
3K+ 2.76% |
$151K - $186K
|
112K
$7.19M
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.88KNew |
$145K - $179K
|
2.88K
$185K
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.34K+ 191.27% |
$118K - $145K
|
3.57K
$230K
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.2K+ 3.38% |
$111K - $137K
|
67.4K
$4.34M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.09K+ 14.43% |
$105K - $130K
|
16.6K
$1.07M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.88K+ 30.09% |
$94.3K - $116K
|
8.11K
$522K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.85K+ 95.26% |
$92.9K - $115K
|
3.79K
$244K
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.83KNew |
$91.8K - $113K
|
1.83K
$118K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.61K+ 22.22% |
$81.1K - $100K
|
8.87K
$571K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.56K+ 152.3% |
$78.3K - $96.7K
|
2.58K
$166K
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.53K+ 31.68% |
$76.9K - $94.9K
|
6.36K
$409K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.26K+ 6.39% |
$63.2K - $78.1K
|
21K
$1.35M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.19K+ 29.34% |
$60K - $74K
|
5.26K
$339K
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.15KNew |
$58K - $71.6K
|
1.15K
$74.3K
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.13K+ 0.56% |
$56.9K - $70.2K
|
205K
$13.2M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 4.41% |
$54.4K - $67.1K
|
25.6K
$1.65M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
940+ 1236.84% |
$47.3K - $58.3K
|
1.02K
$65.4K
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
700+ 11.64% |
$35.2K - $43.4K
|
6.72K
$432K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
630New |
$31.7K - $39.1K
|
630
$40.6K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
442New |
$22.2K - $27.4K
|
442
$28.5K
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
439New |
$22.1K - $27.2K
|
439
$28.3K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
323+ 293.64% |
$16.2K - $20K
|
433
$27.9K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
321+ 6.27% |
$16.1K - $19.9K
|
5.44K
$350K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
271+ 2.32% |
$13.6K - $16.8K
|
11.9K
$768K
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
265New |
$13.3K - $16.4K
|
265
$17.1K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
252+ 933.33% |
$12.7K - $15.6K
|
279
$18K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
250New |
$12.6K - $15.5K
|
250
$16.1K
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
248New |
$12.5K - $15.4K
|
248
$16K
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
230+ 2.08% |
$11.6K - $14.3K
|
11.3K
$728K
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
222+ 20.27% |
$11.2K - $13.8K
|
1.32K
$84.8K
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$10.1K - $12.4K
|
200
$12.9K
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
185+ 18500.0% |
$9.3K - $11.5K
|
186
$12K
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
168+ 1.53% |
$8.45K - $10.4K
|
11.1K
$716K
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
152New |
$7.64K - $9.43K
|
152
$9.79K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
149New |
$7.49K - $9.25K
|
149
$9.59K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
135New |
$6.79K - $8.38K
|
135
$8.69K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
135New |
$6.79K - $8.38K
|
135
$8.69K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
129+ 5.18% |
$6.48K - $8K
|
2.62K
$169K
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
128New |
$6.43K - $7.94K
|
128
$8.24K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
112+ 1.56% |
$5.63K - $6.95K
|
7.29K
$469K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
110New |
$5.53K - $6.83K
|
110
$7.08K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
106+ 1.89% |
$5.33K - $6.58K
|
5.73K
$369K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
81+ 13.87% |
$4.07K - $5.03K
|
665
$42.8K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
78+ 0.46% |
$3.92K - $4.84K
|
17.2K
$1.11M
|