Purchases and Sales Made in Q1 2023 in J P Morgan ETF Tr Betabuilders (BBCA)
This table provides information about the institutional ownership of J P Morgan ETF Tr Betabuilders (BBCA) during Q1 2023. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR BETABUILDERS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
183K+ 0.23% |
$10.4M - $11.5M
|
78.4M
$5.54B
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.8K+ 64.03% |
$2.31M - $2.55M
|
104K
$7.39M
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
32.1K+ 53.92% |
$1.81M - $2.01M
|
91.5K
$6.47M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23.7K+ 47.18% |
$1.34M - $1.49M
|
74.1K
$5.24M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22.9K+ 15.28% |
$1.3M - $1.44M
|
173K
$12.2M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.7K+ 29.07% |
$1.11M - $1.23M
|
87.3K
$6.17M
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
18.8K+ 5.87% |
$1.06M - $1.18M
|
339K
$24M
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
18KNew |
$1.02M - $1.13M
|
18K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
17.8K+ 56.94% |
$1.01M - $1.12M
|
49.1K
$3.47M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
17.2KNew |
$976K - $1.08M
|
17.2K
$1.22M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 57.49% |
$922K - $1.02M
|
44.7K
$3.16M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.8K+ 5.66% |
$779K - $862K
|
257K
$18.2M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.92K+ 2.18% |
$504K - $558K
|
418K
$29.6M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.17KNew |
$406K - $449K
|
7.17K
$507K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.12KNew |
$347K - $383K
|
6.12K
$433K
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.9K+ 143.9% |
$334K - $369K
|
10K
$707K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.41K+ 6.39% |
$306K - $338K
|
89.9K
$6.36M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
4.8K+ 22.7% |
$272K - $300K
|
25.9K
$1.83M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.46K+ 0.97% |
$252K - $279K
|
463K
$32.7M
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.01KNew |
$227K - $251K
|
4.01K
$284K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.81K+ 1.92% |
$216K - $239K
|
202K
$14.3M
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.64KNew |
$206K - $228K
|
3.64K
$258K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.49KNew |
$197K - $219K
|
3.49K
$247K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.16KNew |
$179K - $198K
|
3.16K
$224K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.04K+ 2.32% |
$172K - $190K
|
134K
$9.46M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.92K+ 36.01% |
$165K - $183K
|
11K
$779K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.66KNew |
$150K - $166K
|
2.66K
$188K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.32K+ 91.07% |
$131K - $145K
|
4.86K
$343K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2.31K+ 0.32% |
$131K - $145K
|
734K
$51.9M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.87K+ 27.78% |
$106K - $117K
|
8.58K
$606K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.58KNew |
$89.4K - $98.9K
|
1.58K
$112K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28K+ 0.97% |
$72.5K - $80.2K
|
134K
$9.44M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.04KNew |
$59K - $65.3K
|
1.04K
$73.7K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
896+ 14.57% |
$50.7K - $56.1K
|
7.05K
$498K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
814New |
$46.1K - $51K
|
814
$57.5K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
703+ 53.3% |
$39.8K - $44K
|
2.02K
$143K
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
626+ 2.87% |
$35.4K - $39.2K
|
22.4K
$1.58M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
580+ 187.1% |
$32.8K - $36.3K
|
890
$62.9K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
548+ 7.22% |
$31K - $34.3K
|
8.14K
$575K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
456New |
$25.8K - $28.6K
|
456
$32.2K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
423+ 5.2% |
$23.9K - $26.5K
|
8.56K
$605K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
310New |
$17.5K - $19.4K
|
310
$21.9K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
287+ 3.86% |
$16.2K - $18K
|
7.73K
$546K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
283+ 5.37% |
$16K - $17.7K
|
5.55K
$392K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
242+ 340.85% |
$13.7K - $15.2K
|
313
$22.1K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
219+ 0.24% |
$12.4K - $13.7K
|
93K
$6.57M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
214+ 3.48% |
$12.1K - $13.4K
|
6.36K
$450K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
205New |
$11.6K - $12.8K
|
205
$14.5K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
192+ 5.38% |
$10.9K - $12K
|
3.76K
$266K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
168+ 0.63% |
$9.51K - $10.5K
|
27K
$1.91M
|