Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
88.7K+ 27.03% |
$5.85M - $6.26M
|
417K
$29.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
37K+ 152.06% |
$2.44M - $2.61M
|
61.4K
$4.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
37K+ 9.98% |
$2.44M - $2.61M
|
407K
$28.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
24.8K+ 20.39% |
$1.63M - $1.75M
|
146K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
22.2K+ 4.41% |
$1.46M - $1.57M
|
527K
$37.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.8K+ 4.67% |
$1.37M - $1.47M
|
466K
$32.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.9KNew |
$981K - $1.05M
|
14.9K
$1.05M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
14.4K+ 21.39% |
$952K - $1.02M
|
82K
$5.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9.34KNew |
$616K - $660K
|
9.34K
$660K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.28KNew |
$480K - $514K
|
7.28K
$515K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.19KNew |
$342K - $366K
|
5.19K
$367K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.45KNew |
$293K - $314K
|
4.45K
$314K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
4.45KNew |
$293K - $314K
|
4.45K
$314K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.05K+ 13.35% |
$201K - $216K
|
25.9K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.02K+ 13.09% |
$199K - $213K
|
26.1K
$1.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.68K+ 1.87% |
$110K - $118K
|
91.5K
$6.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.6K+ 37.44% |
$105K - $113K
|
5.86K
$414K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.37K+ 5.7% |
$90.1K - $96.6K
|
25.3K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
958+ 1.3% |
$63.1K - $67.7K
|
74.8K
$5.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
942+ 53.77% |
$62.1K - $66.5K
|
2.69K
$190K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
813+ 0.9% |
$53.6K - $57.4K
|
90.7K
$6.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
440+ 3.1% |
$29K - $31.1K
|
14.7K
$1.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
170New |
$11.2K - $12K
|
170
$12K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
150+ 1.96% |
$9.89K - $10.6K
|
7.8K
$551K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
119+ 0.92% |
$7.84K - $8.4K
|
13.1K
$924K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.82% |
$198 - $212
|
370
$26.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2+ 33.33% |
$132 - $141
|
8
$566
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-119- 1.11% |
$7.84K - $8.4K
|
10.6K
$753K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-195- 3.84% |
$12.9K - $13.8K
|
4.88K
$345K
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-206- 1.05% |
$13.6K - $14.5K
|
19.4K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-208- 1.29% |
$13.7K - $14.7K
|
15.9K
$1.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-397- 3.65% |
$26.2K - $28K
|
10.5K
$742K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-885- 10.07% |
$58.3K - $62.5K
|
7.91K
$559K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.35K- 82.34% |
$155K - $166K
|
503
$35.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.09K- 32.93% |
$203K - $218K
|
6.29K
$445K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.04K- 34.65% |
$266K - $285K
|
7.62K
$539K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-6.04K- 25.57% |
$398K - $426K
|
17.6K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.06K- 90.21% |
$399K - $428K
|
657
$46.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-27.3K- 98.78% |
$1.8M - $1.93M
|
336
$23.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-61.4K- 93.41% |
$4.05M - $4.34M
|
4.34K
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-479K- 84.49% |
$31.5M - $33.8M
|
87.8K
$6.21M
|