Latest Institutional Transactions on Jp Morgan ETF Trust Betabuilde (BBJP)
This table provides information on the latest institutional transactions involving Jp Morgan ETF Trust Betabuilde (BBJP) 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-69Closed |
$3.31K - $3.86K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-17KClosed |
$815K - $951K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-328Closed |
$15.7K - $18.4K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-20Closed |
$959 - $1.12K
|
0
$0
|
|
Q4 2021 | |||||||
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13New |
$714 - $764
|
13
$706
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-36K- 86.71% |
$1.98M - $2.11M
|
5.51K
$299K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-134Closed |
$7.36K - $7.88K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-103Closed |
$5.66K - $6.05K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-169Closed |
$9.29K - $9.93K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.16K- 3.94% |
$63.5K - $67.9K
|
28.2K
$1.53M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$110 - $118
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-65.9KClosed |
$3.62M - $3.87M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-77Closed |
$4.23K - $4.53K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
73New |
$4.01K - $4.29K
|
73
$3.96K
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-6.86KClosed |
$377K - $403K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-4.65KClosed |
$256K - $273K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-11Closed |
$605 - $646
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-117- 8.41% |
$6.43K - $6.88K
|
1.27K
$69.2K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-111Closed |
$6.16K - $6.87K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.61KClosed |
$200K - $223K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Chai Trust CO LLC
Chicago, IL |
SELL
|
- |
-3.86KClosed |
$214K - $239K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.43KClosed |
$245K - $274K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-22.5KClosed |
$1.25M - $1.39M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-96Closed |
$5.32K - $5.94K
|
0
$0
|
|
Q2 2021 | |||||||
Apr 04, 2024
Q2 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.8MNew |
$152M - $163M
|
2.8M
$152M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-34- 5.15% |
$1.85K - $1.98K
|
626
$34K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
39New |
$2.12K - $2.27K
|
39
$2.12K
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
BUY
|
- |
9.55KNew |
$520K - $555K
|
9.55K
$519K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
348New |
$18.9K - $20.2K
|
348
$18.9K
|
|
Aug 09, 2021
Q2 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-792KClosed |
$43.1M - $46.1M
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Newton One Investments LLC
|
BUY
|
- |
1.01KNew |
$54.7K - $58.4K
|
1.01K
$54.6K
|
|
Q1 2020 | |||||||
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3.36KClosed |
$120K - $167K
|
0
$0
|