Purchases and Sales Made in Q3 2023 in Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBJP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.1K+ 21.44% |
$202K - $218K
|
23.2K
$1.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 56.47% |
$198K - $213K
|
11.1K
$633K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4K+ 340.89% |
$198K - $212K
|
5.18K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.48K+ 38.0% |
$172K - $184K
|
12.6K
$719K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3K+ 18.26% |
$148K - $159K
|
19.4K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.63K+ 10.56% |
$130K - $140K
|
27.5K
$1.57M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.61KNew |
$129K - $138K
|
2.61K
$148K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.49K+ 130.44% |
$123K - $132K
|
4.41K
$251K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.14K+ 40.61% |
$105K - $113K
|
7.39K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.6K+ 4.15% |
$78.8K - $84.7K
|
40.1K
$2.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.46K+ 2.85% |
$72K - $77.4K
|
52.6K
$2.99M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.28K+ 2.87% |
$63.2K - $67.9K
|
45.9K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.27K+ 1462.07% |
$62.8K - $67.5K
|
1.36K
$77.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.18K+ 0.51% |
$58.1K - $62.4K
|
231K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.1K+ 1246.59% |
$54.2K - $58.2K
|
1.19K
$67.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
977New |
$48.2K - $51.8K
|
977
$55.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
843+ 279.14% |
$41.6K - $44.7K
|
1.15K
$65.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
698New |
$34.5K - $37K
|
698
$39.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
672+ 4.06% |
$33.2K - $35.6K
|
17.2K
$982K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
666New |
$32.9K - $35.3K
|
666
$37.9K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
607New |
$30K - $32.2K
|
607
$34.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
604New |
$29.8K - $32K
|
604
$34.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
574+ 11.63% |
$28.3K - $30.5K
|
5.51K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
571+ 129.77% |
$28.2K - $30.3K
|
1.01K
$57.6K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
482+ 1.75% |
$23.8K - $25.6K
|
28.1K
$1.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
275New |
$13.6K - $14.6K
|
275
$15.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
227New |
$11.2K - $12K
|
227
$12.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
217New |
$10.7K - $11.5K
|
217
$12.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
215New |
$10.6K - $11.4K
|
215
$12.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
181+ 81.53% |
$8.94K - $9.6K
|
403
$23K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
157New |
$7.75K - $8.33K
|
157
$8.94K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
127New |
$6.27K - $6.74K
|
127
$7.23K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
118+ 83.1% |
$5.83K - $6.26K
|
260
$14.8K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
109New |
$5.38K - $5.78K
|
109
$6.21K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
81+ 2.02% |
$4K - $4.3K
|
4.09K
$233K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70+ 1.26% |
$3.46K - $3.71K
|
5.61K
$320K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
64+ 123.08% |
$3.16K - $3.4K
|
116
$6.61K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
63+ 12.09% |
$3.11K - $3.34K
|
584
$33.3K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
56New |
$2.76K - $2.97K
|
56
$3.19K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
50+ 0.13% |
$2.47K - $2.65K
|
39.2K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
49+ 16.67% |
$2.42K - $2.6K
|
343
$19.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
46New |
$2.27K - $2.44K
|
46
$2.62K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
46+ 0.91% |
$2.27K - $2.44K
|
5.08K
$289K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
43New |
$2.12K - $2.28K
|
43
$2.45K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
35New |
$1.73K - $1.86K
|
35
$1.99K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
26New |
$1.28K - $1.38K
|
26
$1.48K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
24New |
$1.18K - $1.27K
|
24
$1.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18+ 0.43% |
$889 - $955
|
4.17K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
16+ 0.03% |
$790 - $849
|
45.8K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2+ 0.04% |
$98.7 - $106
|
4.69K
$267K
|