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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
13New |
$632 - $740
|
13
$922
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$81.3K - $95.2K
|
1.67K
$119K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.56KNew |
$124K - $145K
|
2.56K
$181K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
462New |
$22.5K - $26.3K
|
462
$32.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8New |
$389 - $455
|
8
$568
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
107+ 563.16% |
$5.2K - $6.09K
|
126
$8.94K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22- 31.43% |
$1.07K - $1.25K
|
48
$3.41K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 50.0% |
$2.43K - $2.85K
|
50
$3.55K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-159- 84.57% |
$7.73K - $9.05K
|
29
$2.06K
|
|
| Q3 2023 | |||||||
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-65Closed |
$3.27K - $3.61K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-5.72KClosed |
$288K - $318K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
92New |
$4.63K - $5.11K
|
92
$6.53K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.81K+ 154.08% |
$292K - $323K
|
9.58K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.98K- 37.9% |
$200K - $221K
|
6.53K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.08KNew |
$105K - $115K
|
2.08K
$147K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.62K+ 11.17% |
$232K - $257K
|
46K
$3.26M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
60New |
$3.02K - $3.33K
|
60
$4.26K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
164New |
$8.25K - $9.11K
|
164
$11.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
34New |
$1.71K - $1.89K
|
34
$2.41K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.53KNew |
$278K - $307K
|
5.53K
$392K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
763New |
$38.4K - $42.4K
|
763
$54.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.01K- 21.13% |
$151K - $167K
|
11.2K
$796K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$654 - $722
|
13
$922
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
849New |
$42.7K - $47.2K
|
849
$60.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
831+ 21.41% |
$41.8K - $46.2K
|
4.71K
$334K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
299New |
$15K - $16.6K
|
299
$21.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.57K- 25.88% |
$78.8K - $87K
|
4.49K
$318K
|
|
| 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
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
129New |
$6.81K - $7.2K
|
129
$9.15K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
492New |
$26K - $27.5K
|
492
$34.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.29KNew |
$226K - $239K
|
4.29K
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
557New |
$29.4K - $31.1K
|
557
$39.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-399- 30.34% |
$21.1K - $22.3K
|
916
$65K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.34KNew |
$70.9K - $75K
|
1.34K
$95.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
451New |
$23.8K - $25.2K
|
451
$32K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.01K- 9.7% |
$53.5K - $56.6K
|
9.43K
$669K
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-205K- 88.47% |
$10.8M - $11.4M
|
26.7K
$1.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
5.53KNew |
$292K - $309K
|
5.53K
$392K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
7.11KNew |
$375K - $397K
|
7.11K
$504K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
198New |
$10.5K - $11.1K
|
198
$14K
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.74KNew |
$134K - $147K
|
2.74K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.58KNew |
$77.4K - $84.6K
|
1.58K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
18+ 7.26% |
$882 - $964
|
266
$18.9K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
14.2KNew |
$698K - $763K
|
14.2K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.1KNew |
$1.03M - $1.13M
|
21.1K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-55- 2.58% |
$2.7K - $2.95K
|
2.08K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.86K- 40.24% |
$336K - $367K
|
10.2K
$722K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
5.57KNew |
$273K - $298K
|
5.57K
$395K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-16.9K- 52.91% |
$830K - $907K
|
15.1K
$1.07M
|
|