Purchases and Sales Made in Q2 2023 in Jp Morgan ETF Trust Betabuilde (BBEU)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBEU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41+ 1.09% |
$2.16K - $2.29K
|
3.79K
$230K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.02% |
$158 - $168
|
12.6K
$766K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.16% |
$106 - $112
|
175
$10.6K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.16% |
$52.8 - $55.8
|
633
$38.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-65- 0.55% |
$3.43K - $3.63K
|
11.7K
$711K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-66- 86.84% |
$3.48K - $3.69K
|
10
$606
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-72- 22.64% |
$3.8K - $4.02K
|
246
$14.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-159- 2.32% |
$8.39K - $8.88K
|
6.68K
$405K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-399- 30.34% |
$21.1K - $22.3K
|
916
$55.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-415- 0.95% |
$21.9K - $23.2K
|
43.5K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-421- 10.13% |
$22.2K - $23.5K
|
3.74K
$226K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-531- 0.74% |
$28K - $29.7K
|
71.6K
$4.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-681- 28.58% |
$35.9K - $38K
|
1.7K
$103K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.01K- 9.7% |
$53.5K - $56.6K
|
9.43K
$572K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$63.4K - $67.1K
|
0
$0
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$63.4K - $67.1K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.5K- 9.27% |
$79K - $83.5K
|
14.6K
$887K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.58K- 20.74% |
$83.6K - $88.4K
|
6.05K
$367K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.76K- 3.54% |
$92.7K - $98.1K
|
47.9K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.31K- 89.73% |
$122K - $129K
|
264
$16K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 7.01% |
$124K - $131K
|
31.2K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.4K- 30.75% |
$127K - $134K
|
5.41K
$328K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.57K- 19.64% |
$136K - $143K
|
10.5K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.77K- 44.99% |
$199K - $211K
|
4.61K
$279K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.79K- 21.05% |
$200K - $212K
|
14.2K
$862K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.7K- 7.17% |
$248K - $263K
|
60.9K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.19K- 28.63% |
$274K - $290K
|
12.9K
$784K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.37K- 6.7% |
$336K - $356K
|
88.7K
$5.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.9K- 36.41% |
$679K - $719K
|
22.5K
$1.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-13K- 82.99% |
$686K - $726K
|
2.67K
$161K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.7K- 67.43% |
$3.52M - $3.73M
|
32.2K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-94.7K- 93.19% |
$5M - $5.29M
|
6.92K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-157K- 50.5% |
$8.26M - $8.74M
|
153K
$9.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-205K- 88.47% |
$10.8M - $11.4M
|
26.7K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-257K- 74.78% |
$13.6M - $14.4M
|
86.8K
$5.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.4M- 21.06% |
$1.71B - $1.81B
|
122M
$7.37B
|