Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
826K+ 554.79% |
$45.2M - $53.2M
|
974K
$68.9M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
729K+ 0.94% |
$39.9M - $47M
|
78.2M
$5.53B
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
544K+ 3249.94% |
$29.8M - $35M
|
561K
$39.6M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
106KNew |
$5.8M - $6.83M
|
106K
$7.49M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.8K+ 21.11% |
$2.07M - $2.43M
|
217K
$15.3M
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
32.5K+ 95.43% |
$1.78M - $2.1M
|
66.6K
$4.71M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
27.3K+ 177.37% |
$1.49M - $1.76M
|
42.6K
$3.01M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.5K+ 29.86% |
$1.23M - $1.45M
|
97.7K
$6.91M
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
17.8KNew |
$972K - $1.14M
|
17.8K
$1.26M
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
15.4K+ 7.32% |
$843K - $993K
|
226K
$16M
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
12.8KNew |
$700K - $824K
|
12.8K
$904K
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
12.8K+ 3.4% |
$699K - $823K
|
388K
$27.4M
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
12.7K+ 3.38% |
$694K - $817K
|
388K
$27.4M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
12.5K+ 15.34% |
$684K - $805K
|
94K
$6.64M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
11.8K+ 36.74% |
$648K - $762K
|
44K
$3.11M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11.3K+ 19.89% |
$616K - $725K
|
67.9K
$4.8M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.43KNew |
$462K - $543K
|
8.43K
$596K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.28KNew |
$453K - $533K
|
8.28K
$585K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.71KNew |
$422K - $497K
|
7.71K
$545K
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.4K+ 5.79% |
$405K - $477K
|
135K
$9.55M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.13KNew |
$390K - $459K
|
7.13K
$504K
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.03KNew |
$385K - $453K
|
7.03K
$497K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 19.99% |
$377K - $443K
|
41.3K
$2.92M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.52KNew |
$302K - $356K
|
5.52K
$390K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.5KNew |
$301K - $354K
|
5.5K
$389K
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.3K+ 5.22% |
$290K - $341K
|
107K
$7.54M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.25KNew |
$288K - $339K
|
5.25K
$371K
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.23KNew |
$286K - $337K
|
5.23K
$369K
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.76KNew |
$260K - $306K
|
4.76K
$336K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.3K+ 7.76% |
$235K - $277K
|
59.7K
$4.22M
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.07K+ 31.96% |
$223K - $262K
|
16.8K
$1.19M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.94KNew |
$216K - $254K
|
3.94K
$279K
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.73KNew |
$204K - $240K
|
3.73K
$263K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.43K+ 13.81% |
$188K - $221K
|
28.3K
$2M
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
3.35KNew |
$183K - $216K
|
3.35K
$236K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.22KNew |
$176K - $207K
|
3.22K
$228K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.17KNew |
$173K - $204K
|
3.17K
$224K
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
3.13KNew |
$171K - $202K
|
3.13K
$221K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.97KNew |
$162K - $191K
|
2.97K
$210K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.93K+ 52.62% |
$160K - $189K
|
8.49K
$600K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.57K+ 74.94% |
$141K - $166K
|
6K
$424K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.61K+ 42.69% |
$87.9K - $103K
|
5.37K
$379K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.33K+ 1.55% |
$72.9K - $85.8K
|
87.4K
$6.18M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.26K+ 25.7% |
$69K - $81.2K
|
6.16K
$436K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.16KNew |
$63.3K - $74.5K
|
1.16K
$81.7K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.13KNew |
$61.9K - $72.9K
|
1.13K
$79.9K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
939New |
$51.4K - $60.5K
|
939
$66.4K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
717+ 35.03% |
$39.2K - $46.2K
|
2.76K
$195K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
693+ 50.92% |
$37.9K - $44.6K
|
2.05K
$145K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
654+ 10.68% |
$35.8K - $42.1K
|
6.78K
$479K
|