Latest Institutional Transactions on J P Morgan ETF Tr Betabuilders (BBCA)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr Betabuilders (BBCA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.37KNew |
$89.8K - $111K
|
1.37K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.6KNew |
$1.09M - $1.34M
|
16.6K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-686- 18.4% |
$44.9K - $55.4K
|
3.04K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
7.09KNew |
$464K - $572K
|
7.09K
$620K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.63K- 46.81% |
$172K - $212K
|
2.99K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$1.49M - $1.83M
|
22.7K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
77New |
$5.04K - $6.21K
|
77
$6.73K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.51KNew |
$164K - $202K
|
2.51K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
76+ 138.18% |
$4.97K - $6.13K
|
131
$11.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.53K+ 7970.09% |
$558K - $688K
|
8.64K
$755K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.01K+ 3.44% |
$197K - $243K
|
90.5K
$7.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.8% |
$65.4 - $80.7
|
126
$11K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
565New |
$37K - $45.6K
|
565
$49.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18- 66.67% |
$1.18K - $1.45K
|
9
$787
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-84- 27.27% |
$5.5K - $6.78K
|
224
$19.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-139- 7.05% |
$9.09K - $11.2K
|
1.83K
$160K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
580New |
$37.9K - $46.8K
|
580
$50.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.6KNew |
$170K - $210K
|
2.6K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.03KNew |
$198K - $244K
|
3.03K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
73+ 486.67% |
$4.78K - $5.89K
|
88
$7.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
73+ 486.67% |
$4.78K - $5.89K
|
88
$7.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
70New |
$4.58K - $5.65K
|
70
$6.12K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
800+ 160.0% |
$52.3K - $64.6K
|
1.3K
$114K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-131- 3.22% |
$8.57K - $10.6K
|
3.94K
$344K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-1.34K- 21.12% |
$87.4K - $108K
|
4.99K
$436K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-35- 14.58% |
$2.29K - $2.82K
|
205
$17.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
941KNew |
$61.5M - $75.9M
|
941K
$82.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
10New |
$654 - $807
|
10
$875
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
37+ 0.49% |
$2.42K - $2.99K
|
7.66K
$670K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$458 - $565
|
7
$612
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-7- 4.38% |
$458 - $565
|
153
$13.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
12New |
$785 - $968
|
12
$1.05K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
662New |
$43.3K - $53.4K
|
662
$57.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$785 - $968
|
12
$1.05K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
72New |
$4.71K - $5.81K
|
72
$6.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-396- 9.11% |
$25.9K - $32K
|
3.95K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$235K - $290K
|
3.6K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
152New |
$9.94K - $12.3K
|
152
$13.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-60- 61.86% |
$3.93K - $4.84K
|
37
$3.24K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25- 37.88% |
$1.64K - $2.02K
|
41
$3.59K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.19K- 21.3% |
$143K - $177K
|
8.09K
$707K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
56New |
$3.66K - $4.52K
|
56
$4.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13New |
$850 - $1.05K
|
13
$1.14K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.7KNew |
$810K - $875K
|
11.7K
$1.02M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
88New |
$6.09K - $6.57K
|
88
$7.7K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20New |
$1.38K - $1.49K
|
20
$1.75K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
300New |
$20.7K - $22.4K
|
300
$26.2K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.12K- 90.18% |
$216K - $233K
|
340
$29.7K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.81KNew |
$263K - $285K
|
3.81K
$333K
|
|