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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
282+ 5.54% |
$15.9K - $18.1K
|
5.38K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
168+ 101.2% |
$9.48K - $10.8K
|
334
$22.3K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
156+ 1.9% |
$8.8K - $10K
|
8.37K
$559K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
138+ 492.86% |
$7.79K - $8.85K
|
166
$11.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
135+ 1.95% |
$7.62K - $8.66K
|
7.05K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
44New |
$2.48K - $2.82K
|
44
$2.94K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 0.37% |
$2.43K - $2.76K
|
11.6K
$775K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20+ 86.96% |
$1.13K - $1.28K
|
43
$2.87K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17New |
$959 - $1.09K
|
17
$1.13K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5+ 2.63% |
$282 - $321
|
195
$13K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3+ 0.35% |
$169 - $192
|
861
$57.5K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.36% |
$56.4 - $64.1
|
280
$18.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-23- 1.28% |
$1.3K - $1.47K
|
1.77K
$118K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-27- 1.95% |
$1.52K - $1.73K
|
1.36K
$90.7K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-38- 5.39% |
$2.14K - $2.44K
|
667
$44.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-51- 0.25% |
$2.88K - $3.27K
|
20.2K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-67- 0.08% |
$3.78K - $4.3K
|
79.8K
$5.32M
|
|
|
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
$22.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-451- 1.78% |
$25.5K - $28.9K
|
24.8K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-595- 1.0% |
$33.6K - $38.2K
|
59.1K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-623- 8.01% |
$35.2K - $40K
|
7.16K
$478K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-630- 9.87% |
$35.6K - $40.4K
|
5.75K
$384K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-795- 7.78% |
$44.9K - $51K
|
9.42K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-958- 15.66% |
$54.1K - $61.4K
|
5.16K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 12.9% |
$59K - $67.1K
|
7.06K
$471K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.1K- 12.57% |
$62.1K - $70.5K
|
7.65K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 14.59% |
$73.8K - $83.8K
|
7.65K
$511K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-2.35K- 14.05% |
$133K - $151K
|
14.4K
$960K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.88K- 9.16% |
$162K - $185K
|
28.6K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.09K- 18.77% |
$175K - $198K
|
13.4K
$893K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.29K- 13.27% |
$186K - $211K
|
21.5K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.67K- 9.53% |
$207K - $236K
|
34.9K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.94KClosed |
$223K - $253K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-4.46K- 15.53% |
$252K - $286K
|
24.3K
$1.62M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.67K- 14.4% |
$376K - $427K
|
39.6K
$2.65M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.5K- 5.25% |
$423K - $481K
|
135K
$9.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.92K- 1.24% |
$503K - $572K
|
712K
$47.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.5K- 80.83% |
$1.05M - $1.19M
|
4.4K
$293K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.2K- 22.3% |
$1.37M - $1.55M
|
84.4K
$5.63M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-42K- 12.54% |
$2.37M - $2.69M
|
293K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-77K- 94.04% |
$4.35M - $4.94M
|
4.88K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-110K- 88.44% |
$6.23M - $7.08M
|
14.4K
$964K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-122K- 99.93% |
$6.91M - $7.85M
|
83
$5.54K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.39M- 90.65% |
$78.3M - $88.9M
|
143K
$9.55M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.91M- 6.6% |
$221M - $251M
|
55.4M
$3.7B
|