Purchases and Sales Made in Q3 2021 in Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBJP) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
550New |
$30.5K - $34K
|
550
$31.3K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
462New |
$25.6K - $28.6K
|
462
$26.3K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
336+ 4.8% |
$18.6K - $20.8K
|
7.33K
$418K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
245+ 1.17% |
$13.6K - $15.2K
|
21.2K
$1.21M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
169New |
$9.37K - $10.5K
|
169
$9.63K
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
145New |
$8.04K - $8.97K
|
145
$8.26K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
134New |
$7.43K - $8.29K
|
134
$7.63K
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
116New |
$6.43K - $7.18K
|
116
$6.61K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
103New |
$5.71K - $6.37K
|
103
$5.87K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76+ 0.84% |
$4.21K - $4.7K
|
9.15K
$521K
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
62+ 0.08% |
$3.44K - $3.84K
|
78.3K
$4.46M
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
47New |
$2.61K - $2.91K
|
47
$2.68K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 124.32% |
$2.55K - $2.85K
|
83
$4.73K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
42New |
$2.33K - $2.6K
|
42
$2.39K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 6.54% |
$1.89K - $2.1K
|
554
$31.6K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
27New |
$1.5K - $1.67K
|
27
$1.54K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
11New |
$610 - $681
|
11
$627
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
9+ 9.38% |
$499 - $557
|
105
$5.98K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9+ 0.02% |
$499 - $557
|
37K
$2.11M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$111 - $124
|
2
$114
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 2.94% |
$111 - $124
|
66
$3.76K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3Closed |
$166 - $186
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 1.78% |
$1.39K - $1.55K
|
1.38K
$78.5K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-25- 32.47% |
$1.39K - $1.55K
|
52
$2.96K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-42- 6.36% |
$2.33K - $2.6K
|
618
$35.2K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 55.42% |
$2.55K - $2.85K
|
37
$2.11K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-53- 17.73% |
$2.94K - $3.28K
|
246
$14K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-79- 1.87% |
$4.38K - $4.89K
|
4.15K
$236K
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-83Closed |
$4.6K - $5.14K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-87- 25.29% |
$4.83K - $5.38K
|
257
$14.6K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-88- 2.16% |
$4.88K - $5.45K
|
3.99K
$227K
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-96Closed |
$5.32K - $5.94K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-111Closed |
$6.16K - $6.87K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-133- 0.79% |
$7.38K - $8.23K
|
16.6K
$947K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-366Closed |
$20.3K - $22.7K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-391- 7.75% |
$21.7K - $24.2K
|
4.65K
$265K
|
|
Nov 15, 2021
Q3 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-404- 5.95% |
$22.4K - $25K
|
6.38K
$364K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-843Closed |
$46.8K - $52.2K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-896- 4.71% |
$49.7K - $55.5K
|
18.1K
$1.03M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-990- 7.54% |
$54.9K - $61.3K
|
12.1K
$691K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.08K- 43.8% |
$60.1K - $67.1K
|
1.39K
$79.2K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.26K- 25.86% |
$69.7K - $77.8K
|
3.6K
$205K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.98K- 10.72% |
$110K - $122K
|
16.5K
$937K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.55K- 12.1% |
$141K - $158K
|
18.5K
$1.05M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.57K- 18.32% |
$143K - $159K
|
11.5K
$653K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.21K- 40.76% |
$178K - $199K
|
4.67K
$266K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.28K- 40.01% |
$182K - $203K
|
4.91K
$280K
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.61KClosed |
$200K - $223K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Chai Trust CO LLC
Chicago, IL |
SELL
|
- |
-3.86KClosed |
$214K - $239K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.43KClosed |
$245K - $274K
|
0
$0
|