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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2M+ 121.35% |
$113M - $128M
|
3.65M
$244M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
424K+ 1003.54% |
$23.9M - $27.2M
|
467K
$31.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
419K+ 74.91% |
$23.7M - $26.9M
|
979K
$65.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
238K+ 16.94% |
$13.4M - $15.3M
|
1.65M
$110M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 55.28% |
$12.7M - $14.4M
|
630K
$42.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
132K+ 76.27% |
$7.46M - $8.48M
|
306K
$20.4M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
123KNew |
$6.91M - $7.86M
|
123K
$8.18M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
115KNew |
$6.47M - $7.35M
|
115K
$7.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
109K+ 188.35% |
$6.15M - $6.98M
|
167K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
97.7K+ 23.67% |
$5.51M - $6.26M
|
510K
$34.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
89.8KNew |
$5.07M - $5.76M
|
89.8K
$6M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
80.3K+ 10.73% |
$4.53M - $5.15M
|
829K
$55.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
77.9KNew |
$4.4M - $4.99M
|
77.9K
$5.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 17.47% |
$3.59M - $4.08M
|
428K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
57.1K+ 22.69% |
$3.22M - $3.66M
|
309K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
53.9K+ 52.64% |
$3.04M - $3.46M
|
156K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
22.9K+ 77.67% |
$1.29M - $1.47M
|
52.5K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
20.7KNew |
$1.17M - $1.33M
|
20.7K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.5KNew |
$1.1M - $1.25M
|
19.5K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.9K+ 22.01% |
$1.01M - $1.15M
|
99.3K
$6.63M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
17K+ 209.03% |
$959K - $1.09M
|
25.1K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.9K+ 74.2% |
$956K - $1.09M
|
39.8K
$2.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
15.4K+ 3.41% |
$870K - $988K
|
467K
$31.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 24.57% |
$696K - $790K
|
62.5K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 13.02% |
$689K - $783K
|
106K
$7.07M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.34K+ 12.27% |
$470K - $535K
|
76.3K
$5.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.32K+ 28.91% |
$470K - $534K
|
37.1K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.69K+ 10.35% |
$434K - $493K
|
81.9K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.01K+ 139.11% |
$396K - $450K
|
12K
$804K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.88K+ 2.32% |
$388K - $441K
|
303K
$20.3M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.67K+ 3.93% |
$320K - $363K
|
150K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
5.1K+ 8.0% |
$288K - $327K
|
68.9K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.66K+ 11.39% |
$263K - $299K
|
45.6K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.48K+ 39.74% |
$253K - $287K
|
15.7K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.98K+ 22.33% |
$225K - $255K
|
21.8K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.53K+ 37.55% |
$199K - $226K
|
12.9K
$863K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.95K+ 20.33% |
$166K - $189K
|
17.4K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.78K+ 78.71% |
$157K - $178K
|
6.31K
$421K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.63KNew |
$148K - $168K
|
2.63K
$175K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.6KNew |
$90K - $102K
|
1.6K
$106K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.48K+ 13.16% |
$83.3K - $94.7K
|
12.7K
$847K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.12KNew |
$63K - $71.6K
|
1.12K
$74.5K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
805New |
$45.4K - $51.6K
|
805
$53.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
672+ 56.71% |
$37.9K - $43.1K
|
1.86K
$124K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
613+ 4.16% |
$34.6K - $39.3K
|
15.3K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
537+ 5.82% |
$30.3K - $34.4K
|
9.77K
$652K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
460+ 5.33% |
$26K - $29.5K
|
9.09K
$607K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
416+ 2.65% |
$23.5K - $26.7K
|
16.1K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
324New |
$18.3K - $20.8K
|
324
$21.6K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
312+ 11.57% |
$17.6K - $20K
|
3.01K
$201K
|