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 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-13- 0.29% |
$642 - $690
|
4.47K
$254K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-19- 25.68% |
$938 - $1.01K
|
55
$3.13K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-27- 21.6% |
$1.33K - $1.43K
|
98
$5.58K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-37- 0.1% |
$1.83K - $1.96K
|
36.6K
$2.08M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-46- 0.83% |
$2.27K - $2.44K
|
5.48K
$312K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-46- 18.25% |
$2.27K - $2.44K
|
206
$11.7K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-50- 21.37% |
$2.47K - $2.65K
|
184
$10.5K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-51- 7.58% |
$2.52K - $2.71K
|
622
$35.4K
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-59- 0.09% |
$2.91K - $3.13K
|
64.5K
$3.67M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-108- 22.88% |
$5.33K - $5.73K
|
364
$20.7K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-163- 0.58% |
$8.05K - $8.65K
|
28K
$1.59M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-168Closed |
$8.29K - $8.91K
|
0
$0
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-190- 22.95% |
$9.38K - $10.1K
|
638
$36.3K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-191- 48.23% |
$9.43K - $10.1K
|
205
$11.7K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-257- 1.91% |
$12.7K - $13.6K
|
13.2K
$750K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-319- 7.17% |
$15.7K - $16.9K
|
4.13K
$235K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-334- 63.98% |
$16.5K - $17.7K
|
188
$10.7K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-352- 4.29% |
$17.4K - $18.7K
|
7.85K
$447K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-414- 3.64% |
$20.4K - $22K
|
11K
$625K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-517- 60.33% |
$25.5K - $27.4K
|
340
$19.4K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-574- 8.55% |
$28.3K - $30.5K
|
6.14K
$350K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-617- 82.71% |
$30.5K - $32.7K
|
129
$7.35K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-652- 21.05% |
$32.2K - $34.6K
|
2.45K
$139K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-665- 2.44% |
$32.8K - $35.3K
|
26.6K
$1.51M
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-706- 7.02% |
$34.9K - $37.5K
|
9.35K
$532K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-731- 56.58% |
$36.1K - $38.8K
|
561
$32K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-751- 4.93% |
$37.1K - $39.8K
|
14.5K
$825K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-935- 16.18% |
$46.2K - $49.6K
|
4.84K
$276K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.06K- 20.72% |
$52.5K - $56.4K
|
4.07K
$232K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.14K- 5.83% |
$56.3K - $60.5K
|
18.4K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 16.54% |
$56.9K - $61.1K
|
5.81K
$331K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 3.26% |
$58.1K - $62.4K
|
34.9K
$1.99M
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.23K- 16.77% |
$60.9K - $65.4K
|
6.12K
$348K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.43K- 8.63% |
$70.5K - $75.8K
|
15.1K
$861K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.48K- 9.85% |
$72.9K - $78.4K
|
13.5K
$770K
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.63K- 21.23% |
$80.5K - $86.5K
|
6.05K
$345K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.77K- 11.86% |
$87.3K - $93.8K
|
13.1K
$749K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.94K- 18.64% |
$95.8K - $103K
|
8.47K
$483K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.18K- 1.89% |
$108K - $116K
|
113K
$6.45M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.47K- 29.36% |
$122K - $131K
|
5.94K
$339K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.64K- 7.91% |
$130K - $140K
|
30.7K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.9K- 2.78% |
$143K - $154K
|
101K
$5.77M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-3.3K- 2.12% |
$163K - $175K
|
152K
$8.67M
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.3K- 2.12% |
$163K - $175K
|
152K
$8.67M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4K- 24.85% |
$197K - $212K
|
12.1K
$689K
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.03K- 28.73% |
$199K - $214K
|
9.99K
$569K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.22K- 4.91% |
$208K - $224K
|
81.7K
$4.65M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.1K- 25.19% |
$252K - $271K
|
15.2K
$863K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.46K- 34.37% |
$270K - $290K
|
10.4K
$594K
|