Purchases and Sales Made in Q1 2024 in Jp Morgan ETF Trust Betabuilde (BBEU)
This table provides information about the institutional ownership of Jp Morgan ETF Trust Betabuilde (BBEU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 33.33% |
$218 - $239
|
16
$897
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3+ 0.14% |
$163 - $179
|
2.2K
$123K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3New |
$163 - $179
|
3
$168
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.52% |
$54.5 - $59.7
|
67
$3.75K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.03% |
$218 - $239
|
12.8K
$717K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-7- 0.13% |
$381 - $418
|
5.53K
$310K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-15Closed |
$817 - $895
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-16- 14.68% |
$871 - $955
|
93
$5.21K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-44- 50.0% |
$2.4K - $2.63K
|
44
$2.47K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-56- 22.95% |
$3.05K - $3.34K
|
188
$10.5K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-121- 4.54% |
$6.59K - $7.22K
|
2.54K
$143K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-271- 7.72% |
$14.8K - $16.2K
|
3.24K
$182K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-334Closed |
$18.2K - $19.9K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-335- 0.63% |
$18.2K - $20K
|
52.9K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-343- 46.1% |
$18.7K - $20.5K
|
401
$22.5K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-358- 93.47% |
$19.5K - $21.4K
|
25
$1.4K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-405- 6.67% |
$22.1K - $24.2K
|
5.67K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-445- 8.85% |
$24.2K - $26.5K
|
4.58K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-566- 2.27% |
$30.8K - $33.8K
|
24.4K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-677- 8.98% |
$36.9K - $40.4K
|
6.86K
$385K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-757- 34.65% |
$41.2K - $45.2K
|
1.43K
$80K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-866- 6.19% |
$47.2K - $51.7K
|
13.1K
$736K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-908- 2.29% |
$49.4K - $54.2K
|
38.8K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 8.72% |
$67.7K - $74.2K
|
13K
$729K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.28K- 0.39% |
$69.9K - $76.6K
|
331K
$18.5M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.48K- 23.21% |
$80.8K - $88.5K
|
4.91K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.66K- 1.58% |
$90.4K - $99K
|
104K
$5.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.17K- 23.65% |
$173K - $189K
|
10.2K
$574K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.74K- 1.45% |
$204K - $223K
|
255K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.74K- 1.45% |
$204K - $223K
|
255K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.09K- 52.52% |
$223K - $244K
|
3.7K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.41K- 24.7% |
$240K - $263K
|
13.4K
$754K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.02K- 6.11% |
$273K - $299K
|
77.2K
$4.32M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.37K- 40.97% |
$293K - $321K
|
7.74K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.79K- 60.3% |
$315K - $345K
|
3.81K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.8K- 61.06% |
$316K - $346K
|
3.7K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.2K- 99.39% |
$663K - $727K
|
75
$4.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.8K- 73.61% |
$913K - $1M
|
6.01K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-19.6K- 49.56% |
$1.07M - $1.17M
|
20K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-27K- 42.24% |
$1.47M - $1.61M
|
36.9K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-30.6K- 89.74% |
$1.67M - $1.83M
|
3.5K
$196K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.7K- 91.2% |
$2.6M - $2.85M
|
4.6K
$258K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73K- 22.29% |
$3.98M - $4.36M
|
255K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-109K- 89.55% |
$5.92M - $6.48M
|
12.7K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.09M- 99.92% |
$59.5M - $65.2M
|
878
$49.2K
|