Purchases and Sales Made in Q4 2023 in Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBJP) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.42K+ 43.09% |
$116K - $129K
|
8.03K
$446K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.25K+ 8.16% |
$107K - $120K
|
29.8K
$1.66M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.78K+ 27.69% |
$85.1K - $95K
|
8.22K
$457K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.74K+ 5.68% |
$83.3K - $93K
|
32.5K
$1.8M
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.69K+ 0.93% |
$80.9K - $90.3K
|
184K
$10.2M
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.69K+ 1.67% |
$80.7K - $90.1K
|
103K
$5.72M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.68KNew |
$80.3K - $89.6K
|
1.68K
$93.4K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.49K+ 2.28% |
$71.3K - $79.6K
|
67K
$3.73M
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.48K+ 29.09% |
$70.6K - $78.8K
|
6.56K
$365K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.36K+ 5.13% |
$65.2K - $72.7K
|
27.9K
$1.55M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.36K+ 9.39% |
$65K - $72.6K
|
15.8K
$881K
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.3K+ 23.97% |
$62.3K - $69.5K
|
6.74K
$375K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.2KNew |
$57.5K - $64.2K
|
1.2K
$67K
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 3.81% |
$52.3K - $58.4K
|
29.8K
$1.66M
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.02K+ 2.23% |
$48.8K - $54.5K
|
46.9K
$2.61M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
900New |
$43K - $48K
|
900
$50K
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
849New |
$40.6K - $45.3K
|
849
$47.2K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
709+ 12.87% |
$33.9K - $37.8K
|
6.22K
$346K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
682New |
$32.6K - $36.4K
|
682
$37.9K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
668+ 10.88% |
$31.9K - $35.6K
|
6.81K
$379K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
544+ 158.6% |
$26K - $29K
|
887
$49.3K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
532+ 3.09% |
$25.4K - $28.4K
|
17.8K
$988K
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
525+ 0.23% |
$25.1K - $28K
|
232K
$12.9M
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
430New |
$20.5K - $22.9K
|
430
$23.9K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
396New |
$18.9K - $21.1K
|
396
$22K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
384+ 446.51% |
$18.3K - $20.5K
|
470
$26.1K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
379+ 59.4% |
$18.1K - $20.2K
|
1.02K
$56.6K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
377+ 1.94% |
$18K - $20.1K
|
19.8K
$1.1M
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
354+ 5.65% |
$16.9K - $18.9K
|
6.61K
$368K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
319+ 7.73% |
$15.2K - $17K
|
4.45K
$247K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
297+ 848.57% |
$14.2K - $15.8K
|
332
$18.5K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
294+ 29400.0% |
$14K - $15.7K
|
295
$16.4K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
237+ 5.38% |
$11.3K - $12.6K
|
4.64K
$258K
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
188+ 0.18% |
$8.98K - $10K
|
107K
$5.94M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
177New |
$8.46K - $9.44K
|
177
$9.84K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
169+ 0.15% |
$8.07K - $9.01K
|
113K
$6.31M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
165+ 0.48% |
$7.88K - $8.8K
|
34.2K
$1.9M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
154New |
$7.36K - $8.21K
|
154
$8.56K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
150New |
$7.17K - $8K
|
150
$8.34K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
142New |
$6.78K - $7.57K
|
142
$7.9K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
128+ 2.64% |
$6.12K - $6.83K
|
4.97K
$276K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
122New |
$5.83K - $6.51K
|
122
$6.78K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
119New |
$5.69K - $6.35K
|
119
$6.62K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
118New |
$5.64K - $6.29K
|
118
$6.56K
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
86+ 0.31% |
$4.11K - $4.59K
|
28.1K
$1.57M
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
85+ 0.69% |
$4.06K - $4.53K
|
12.3K
$686K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
85New |
$4.06K - $4.53K
|
85
$4.73K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
75New |
$3.58K - $4K
|
75
$4.17K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$3.58K - $4K
|
75
$4.17K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
59New |
$2.82K - $3.15K
|
59
$3.28K
|