Purchases and Sales Made in Q1 2025 in J P Morgan Exch Traded Fd Tr B (BBIN)
This table provides information about the institutional ownership of J P Morgan Exch Traded Fd Tr B (BBIN) during Q1 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCH-TRADED FD TR B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
109K+ 188.35% |
$6.15M - $6.98M
|
167K
$10.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
89.8KNew |
$5.07M - $5.76M
|
89.8K
$5.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
15.4K+ 3.41% |
$870K - $988K
|
467K
$28.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 24.57% |
$696K - $790K
|
62.5K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.88K+ 2.32% |
$388K - $441K
|
303K
$18.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.48K+ 39.74% |
$253K - $287K
|
15.7K
$961K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.78K+ 78.71% |
$157K - $178K
|
6.31K
$385K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
613+ 4.16% |
$34.6K - $39.3K
|
15.3K
$936K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
537+ 5.82% |
$30.3K - $34.4K
|
9.77K
$596K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
135+ 1.95% |
$7.62K - $8.66K
|
7.05K
$430K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-343Closed |
$19.4K - $22K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-435- 0.13% |
$24.6K - $27.9K
|
331K
$20.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-630- 9.87% |
$35.6K - $40.4K
|
5.75K
$351K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.1K- 12.57% |
$62.1K - $70.5K
|
7.65K
$467K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-2.35K- 14.05% |
$133K - $151K
|
14.4K
$877K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.88K- 9.16% |
$162K - $185K
|
28.6K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.09K- 18.77% |
$175K - $198K
|
13.4K
$816K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.92K- 1.24% |
$503K - $572K
|
712K
$43.4M
|