Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
483+ 9660.0% |
$38.6K - $42.5K
|
488
$42.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
386+ 5.38% |
$30.9K - $34K
|
7.57K
$662K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
347+ 3.1% |
$27.8K - $30.6K
|
11.5K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
344+ 0.33% |
$27.5K - $30.3K
|
105K
$9.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
332+ 133.87% |
$26.6K - $29.2K
|
580
$50.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
323+ 3.32% |
$25.8K - $28.4K
|
10K
$879K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
287+ 101.06% |
$23K - $25.3K
|
571
$49.9K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
252+ 5.27% |
$20.2K - $22.2K
|
5.03K
$440K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
227New |
$18.2K - $20K
|
227
$19.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
214New |
$17.1K - $18.8K
|
214
$18.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
211+ 727.59% |
$16.9K - $18.6K
|
240
$21K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
184+ 3.23% |
$14.7K - $16.2K
|
5.87K
$514K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
178+ 2.74% |
$14.2K - $15.7K
|
6.68K
$584K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
166+ 3.82% |
$13.3K - $14.6K
|
4.51K
$395K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
102New |
$8.16K - $8.98K
|
102
$8.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
96+ 2.09% |
$7.68K - $8.45K
|
4.7K
$411K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
88+ 18.92% |
$7.04K - $7.75K
|
553
$48.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
81New |
$6.48K - $7.13K
|
81
$7.08K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
62New |
$4.96K - $5.46K
|
62
$5.42K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
52New |
$4.16K - $4.58K
|
52
$4.55K
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
52+ 30.95% |
$4.16K - $4.58K
|
220
$19.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
50+ 7.12% |
$4K - $4.4K
|
752
$65.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
39+ 0.66% |
$3.12K - $3.43K
|
5.91K
$517K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39+ 0.48% |
$3.12K - $3.43K
|
8.22K
$719K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
34New |
$2.72K - $2.99K
|
34
$2.97K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31+ 77.5% |
$2.48K - $2.73K
|
71
$6.21K
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
25+ 0.44% |
$2K - $2.2K
|
5.76K
$504K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
23New |
$1.84K - $2.03K
|
23
$2.01K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
22+ 0.38% |
$1.76K - $1.94K
|
5.74K
$502K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 111.76% |
$1.52K - $1.67K
|
36
$3.15K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
17+ 30.91% |
$1.36K - $1.5K
|
72
$6.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.07% |
$880 - $969
|
15.3K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
10+ 0.09% |
$800 - $881
|
10.7K
$934K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$800 - $881
|
10
$875
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 2.02% |
$640 - $704
|
404
$35.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8+ 0.09% |
$640 - $704
|
9.07K
$793K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.29% |
$560 - $616
|
548
$47.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5+ 0.06% |
$400 - $440
|
8.82K
$772K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$240 - $264
|
5.14K
$449K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1+ 0.04% |
$80 - $88.1
|
2.67K
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.83% |
$80 - $88.1
|
121
$10.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 4.0% |
$80 - $88.1
|
24
$2.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2- 2.47% |
$160 - $176
|
79
$6.91K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 4.29% |
$240 - $264
|
67
$5.86K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4- 0.64% |
$320 - $352
|
618
$54K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-36- 0.12% |
$2.88K - $3.17K
|
31K
$2.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-52- 0.28% |
$4.16K - $4.58K
|
18.3K
$1.6M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-59- 69.41% |
$4.72K - $5.2K
|
26
$2.27K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-60- 15.38% |
$4.8K - $5.28K
|
330
$28.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-66- 2.12% |
$5.28K - $5.81K
|
3.05K
$267K
|
|