Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
105K+ 34.73% |
$5.79M - $7.16M
|
409K
$27.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
69.1K+ 131.83% |
$3.8M - $4.7M
|
122K
$8.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.1K+ 11.0% |
$3.09M - $3.81M
|
566K
$37.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
38.8K+ 11.71% |
$2.13M - $2.64M
|
370K
$24.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
37.3K+ 7.99% |
$2.05M - $2.53M
|
504K
$33.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
35.4K+ 12.07% |
$1.94M - $2.4M
|
328K
$21.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.6K+ 4.44% |
$1.74M - $2.15M
|
744K
$49.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
24.7K+ 16.47% |
$1.36M - $1.68M
|
174K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24KNew |
$1.32M - $1.63M
|
24K
$1.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.3K+ 18.47% |
$1.01M - $1.25M
|
118K
$7.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.1K+ 3.99% |
$938K - $1.16M
|
445K
$29.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.62K+ 32.22% |
$309K - $382K
|
23.1K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.61K+ 50.42% |
$198K - $245K
|
10.8K
$719K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.24K+ 5.18% |
$178K - $220K
|
65.7K
$4.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.05K+ 36.46% |
$168K - $207K
|
11.4K
$763K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.55K+ 11.67% |
$140K - $173K
|
24.3K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.44K+ 38.65% |
$134K - $166K
|
8.74K
$584K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.24K+ 23.78% |
$123K - $152K
|
11.7K
$779K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.28K+ 9.91% |
$70.5K - $87.1K
|
14.2K
$949K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.26K+ 41.74% |
$69.1K - $85.3K
|
4.27K
$285K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 14.93% |
$62.8K - $77.6K
|
8.79K
$587K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
964+ 16.77% |
$53K - $65.5K
|
6.71K
$448K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
719+ 10.2% |
$39.5K - $48.9K
|
7.77K
$519K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
565+ 30.43% |
$31.1K - $38.4K
|
2.42K
$162K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
71New |
$3.9K - $4.82K
|
71
$4.74K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
33+ 9.88% |
$1.81K - $2.24K
|
367
$24.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
29+ 4.35% |
$1.59K - $1.97K
|
696
$46.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-315- 23.18% |
$17.3K - $21.4K
|
1.04K
$69.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-393- 4.02% |
$21.6K - $26.7K
|
9.38K
$626K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-431- 3.22% |
$23.7K - $29.3K
|
13K
$865K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-555- 2.75% |
$30.5K - $37.7K
|
19.6K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-604- 3.94% |
$33.2K - $41K
|
14.7K
$984K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-668- 2.75% |
$36.7K - $45.4K
|
23.6K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-728- 6.27% |
$40K - $49.5K
|
10.9K
$727K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-858- 18.85% |
$47.2K - $58.3K
|
3.69K
$247K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-928- 3.25% |
$51K - $63.1K
|
27.6K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-9.52K- 24.03% |
$524K - $647K
|
30.1K
$2.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-9.58K- 75.5% |
$527K - $651K
|
3.11K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 12.41% |
$576K - $712K
|
73.9K
$4.93M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-12.2K- 15.33% |
$672K - $831K
|
67.5K
$4.51M
|