Purchases and Sales Made in Q4 2022 in Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBJP) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.18KNew |
$129K - $149K
|
3.18K
$181K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.08K+ 14.37% |
$125K - $145K
|
24.5K
$1.4M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.81KNew |
$73.4K - $85K
|
1.81K
$103K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.75KNew |
$70.9K - $82.1K
|
1.75K
$99.7K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.44KNew |
$58.4K - $67.6K
|
1.44K
$82.1K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.32K+ 2.12% |
$53.5K - $61.9K
|
63.5K
$3.62M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.3KNew |
$52.8K - $61.1K
|
1.3K
$74.2K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.25K+ 7.57% |
$50.7K - $58.7K
|
17.8K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07KNew |
$43.3K - $50.1K
|
1.07K
$60.8K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.04K+ 8.08% |
$42K - $48.7K
|
13.9K
$791K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.03K+ 15.27% |
$41.8K - $48.4K
|
7.8K
$444K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
961New |
$38.9K - $45.1K
|
961
$54.7K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
754+ 5.2% |
$30.5K - $35.4K
|
15.3K
$869K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
698+ 14.23% |
$28.3K - $32.7K
|
5.6K
$319K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
584+ 1.68% |
$23.7K - $27.4K
|
35.3K
$2.01M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
457New |
$18.5K - $21.4K
|
457
$26K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
257New |
$10.4K - $12.1K
|
257
$14.6K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
232+ 2.03% |
$9.4K - $10.9K
|
11.6K
$664K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
203New |
$8.22K - $9.52K
|
203
$11.6K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
195New |
$7.9K - $9.14K
|
195
$11.1K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
188New |
$7.61K - $8.82K
|
188
$10.7K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
174New |
$7.05K - $8.16K
|
174
$9.91K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
163New |
$6.6K - $7.64K
|
163
$9.28K
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
162+ 1.85% |
$6.56K - $7.6K
|
8.94K
$509K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
129New |
$5.22K - $6.05K
|
129
$7.35K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
83+ 40.89% |
$3.36K - $3.89K
|
286
$16.3K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
52+ 5.41% |
$2.11K - $2.44K
|
1.01K
$57.7K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
51New |
$2.07K - $2.39K
|
51
$2.9K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 6.81% |
$1.46K - $1.69K
|
565
$32.2K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28+ 0.7% |
$1.13K - $1.31K
|
4.05K
$231K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 5.63% |
$1.13K - $1.31K
|
525
$29.9K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28New |
$1.13K - $1.31K
|
28
$1.59K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
21New |
$851 - $985
|
21
$1.2K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
16New |
$648 - $750
|
16
$911
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.18% |
$446 - $516
|
6.13K
$349K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.7% |
$40.5 - $46.9
|
38
$2.16K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.35% |
$40.5 - $46.9
|
290
$16.5K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.15% |
$40.5 - $46.9
|
677
$38.6K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 25.0% |
$81 - $93.8
|
6
$342
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-51- 0.14% |
$2.07K - $2.39K
|
35.4K
$2.02M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-54- 6.78% |
$2.19K - $2.53K
|
743
$42.3K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-63- 29.72% |
$2.55K - $2.95K
|
149
$8.49K
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-78- 0.59% |
$3.16K - $3.66K
|
13.1K
$744K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-85- 4.56% |
$3.44K - $3.99K
|
1.78K
$101K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-143- 9.52% |
$5.79K - $6.71K
|
1.36K
$77.4K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-161- 1.67% |
$6.52K - $7.55K
|
9.47K
$539K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-202- 67.11% |
$8.18K - $9.47K
|
99
$5.64K
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-367- 3.75% |
$14.9K - $17.2K
|
9.41K
$536K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-408- 32.98% |
$16.5K - $19.1K
|
829
$47.2K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-542- 78.1% |
$22K - $25.4K
|
152
$8.66K
|