Purchases and Sales Made in Q4 2024 in Jp Morgan ETF Trust Betabuilde (BBEU)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBEU) during Q4 2024. 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 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20+ 0.85% |
$1.11K - $1.23K
|
2.36K
$150K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
9New |
$499 - $555
|
9
$570
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9New |
$499 - $555
|
9
$570
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$222 - $247
|
4
$253
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3New |
$166 - $185
|
3
$190
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.05% |
$55.4 - $61.7
|
96
$6.08K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3- 4.48% |
$166 - $185
|
64
$4.05K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4- 0.04% |
$222 - $247
|
9.94K
$630K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-118- 71.95% |
$6.54K - $7.28K
|
46
$2.91K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-119- 1.62% |
$6.59K - $7.34K
|
7.25K
$459K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-120- 15.89% |
$6.65K - $7.4K
|
635
$40.2K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-134- 1.16% |
$7.43K - $8.27K
|
11.4K
$720K
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-143- 0.66% |
$7.93K - $8.82K
|
21.5K
$1.36M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-189- 0.82% |
$10.5K - $11.7K
|
23K
$1.46M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-298- 74.87% |
$16.5K - $18.4K
|
100
$6.33K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-349- 3.22% |
$19.3K - $21.5K
|
10.5K
$663K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-375- 8.98% |
$20.8K - $23.1K
|
3.8K
$241K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-391- 46.0% |
$21.7K - $24.1K
|
459
$29.1K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-443- 16.7% |
$24.6K - $27.3K
|
2.21K
$140K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-448- 8.42% |
$24.8K - $27.6K
|
4.87K
$309K
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-658- 10.57% |
$36.5K - $40.6K
|
5.57K
$353K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-665- 2.35% |
$36.9K - $41K
|
27.7K
$1.75M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-670- 1.82% |
$37.1K - $41.3K
|
36.1K
$2.29M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-705- 14.19% |
$39.1K - $43.5K
|
4.26K
$270K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-752- 10.46% |
$41.7K - $46.4K
|
6.44K
$408K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-894- 35.07% |
$49.5K - $55.2K
|
1.66K
$105K
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-1.03K- 22.01% |
$57.3K - $63.8K
|
3.66K
$232K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05K- 29.69% |
$58K - $64.6K
|
2.48K
$157K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.05K- 4.5% |
$58.4K - $65K
|
22.4K
$1.42M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.18K- 17.34% |
$65.1K - $72.5K
|
5.6K
$355K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 8.25% |
$68.6K - $76.3K
|
13.8K
$871K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.58K- 83.23% |
$87.5K - $97.3K
|
318
$20.1K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.6K- 3.05% |
$88.5K - $98.5K
|
50.8K
$3.22M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.05K- 95.98% |
$114K - $127K
|
86
$5.45K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.37K- 11.78% |
$131K - $146K
|
17.8K
$1.12M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.38K- 9.11% |
$132K - $147K
|
23.8K
$1.51M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 30.4% |
$169K - $188K
|
6.97K
$441K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.87K- 90.62% |
$215K - $239K
|
401
$25.4K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.04K- 5.49% |
$279K - $311K
|
86.8K
$5.49M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.21K- 87.91% |
$289K - $322K
|
717
$45.4K
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-5.54K- 34.24% |
$307K - $342K
|
10.6K
$674K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.87K- 30.65% |
$325K - $362K
|
13.3K
$842K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.98K- 59.92% |
$332K - $369K
|
4K
$253K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.07K- 34.14% |
$337K - $375K
|
11.7K
$742K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.72K- 23.69% |
$372K - $414K
|
21.6K
$1.37M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.32K- 18.82% |
$517K - $575K
|
40.2K
$2.55M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 62.45% |
$608K - $677K
|
6.6K
$418K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.7K- 55.5% |
$1.15M - $1.28M
|
16.6K
$1.05M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-53K- 61.48% |
$2.94M - $3.27M
|
33.2K
$2.1M
|