Latest Institutional Transactions on Jp Morgan ETF Trust Betabuilde (BBEU)
This table provides information on the latest institutional transactions involving Jp Morgan ETF Trust Betabuilde (BBEU) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
60New |
$3.02K - $3.33K
|
60
$3.56K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
164New |
$8.25K - $9.11K
|
164
$9.73K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
34New |
$1.71K - $1.89K
|
34
$2.02K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.53KNew |
$278K - $307K
|
5.53K
$328K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
763New |
$38.4K - $42.4K
|
763
$45.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.01K- 21.13% |
$151K - $167K
|
11.2K
$666K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$654 - $722
|
13
$771
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
849New |
$42.7K - $47.2K
|
849
$50.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
831+ 21.41% |
$41.8K - $46.2K
|
4.71K
$280K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
299New |
$15K - $16.6K
|
299
$17.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
35+ 2.24% |
$1.76K - $1.94K
|
1.6K
$94.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.57K- 25.88% |
$78.8K - $87K
|
4.49K
$266K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$63.4K - $67.1K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18.2KNew |
$962K - $1.02M
|
18.2K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
44.4KNew |
$2.34M - $2.48M
|
44.4K
$2.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
492New |
$26K - $27.5K
|
492
$29.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
129New |
$6.81K - $7.2K
|
129
$7.65K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.29KNew |
$226K - $239K
|
4.29K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
557New |
$29.4K - $31.1K
|
557
$33.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
55KNew |
$2.9M - $3.07M
|
55K
$3.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-399- 30.34% |
$21.1K - $22.3K
|
916
$54.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.34KNew |
$70.9K - $75K
|
1.34K
$79.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
451New |
$23.8K - $25.2K
|
451
$26.8K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.01K- 9.7% |
$53.5K - $56.6K
|
9.43K
$560K
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-205K- 88.47% |
$10.8M - $11.4M
|
26.7K
$1.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
5.53KNew |
$292K - $309K
|
5.53K
$328K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
7.11KNew |
$375K - $397K
|
7.11K
$422K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
198New |
$10.5K - $11.1K
|
198
$11.7K
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.74KNew |
$134K - $147K
|
2.74K
$163K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.58KNew |
$77.4K - $84.6K
|
1.58K
$93.7K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.1KNew |
$1.03M - $1.13M
|
21.1K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
18+ 7.26% |
$882 - $964
|
266
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
14.2KNew |
$698K - $763K
|
14.2K
$845K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-55- 2.58% |
$2.7K - $2.95K
|
2.08K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.86K- 40.24% |
$336K - $367K
|
10.2K
$604K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
5.57KNew |
$273K - $298K
|
5.57K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-16.9K- 52.91% |
$830K - $907K
|
15.1K
$894K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-170- 50.0% |
$8.33K - $9.11K
|
170
$10.1K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.21K- 21.55% |
$304K - $333K
|
22.6K
$1.34M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.93K- 29.78% |
$192K - $210K
|
9.25K
$549K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500New |
$24.5K - $26.8K
|
500
$29.7K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
19KNew |
$932K - $1.02M
|
19K
$1.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
19New |
$931 - $1.02K
|
19
$1.13K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
232New |
$11.4K - $12.4K
|
232
$13.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.64% |
$49 - $53.6
|
157
$9.32K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
51New |
$2.5K - $2.73K
|
51
$3.03K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
800New |
$39.2K - $42.9K
|
800
$47.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
9.1KNew |
$446K - $487K
|
9.1K
$540K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
627New |
$25.1K - $31.6K
|
627
$37.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
62New |
$2.49K - $3.12K
|
62
$3.68K
|
|