Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
381+ 1.92% |
$21.7K - $23.8K
|
20.2K
$1.22M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
343New |
$19.6K - $21.5K
|
343
$20.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
342New |
$19.5K - $21.4K
|
342
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
274New |
$15.6K - $17.1K
|
274
$16.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
190New |
$10.8K - $11.9K
|
190
$11.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
181+ 1.24% |
$10.3K - $11.3K
|
14.7K
$891K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
170+ 4.5% |
$9.7K - $10.6K
|
3.94K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
99+ 1237.5% |
$5.65K - $6.2K
|
107
$6.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51New |
$2.91K - $3.19K
|
51
$3.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23New |
$1.31K - $1.44K
|
23
$1.39K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
19New |
$1.08K - $1.19K
|
19
$1.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 1.73% |
$685 - $751
|
705
$42.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 5.73% |
$514 - $563
|
166
$10K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
8+ 0.45% |
$457 - $501
|
1.79K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$342 - $375
|
6
$363
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.09% |
$171 - $188
|
279
$16.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.76% |
$114 - $125
|
266
$16.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36- 0.31% |
$2.05K - $2.25K
|
11.6K
$700K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-49- 0.7% |
$2.8K - $3.07K
|
6.92K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-57- 0.69% |
$3.25K - $3.57K
|
8.22K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-123- 0.24% |
$7.02K - $7.7K
|
50.2K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-124- 39.24% |
$7.08K - $7.76K
|
192
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-142- 14.2% |
$8.1K - $8.89K
|
858
$51.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-151- 19.61% |
$8.62K - $9.45K
|
619
$37.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-172- 4.65% |
$9.82K - $10.8K
|
3.53K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-172- 12.68% |
$9.82K - $10.8K
|
1.19K
$71.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-215- 0.93% |
$12.3K - $13.5K
|
22.8K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-249- 0.64% |
$14.2K - $15.6K
|
38.6K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-289- 7.4% |
$16.5K - $18.1K
|
3.62K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-543- 8.15% |
$31K - $34K
|
6.12K
$370K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-591- 4.75% |
$33.7K - $37K
|
11.9K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-620- 4.14% |
$35.4K - $38.8K
|
14.3K
$868K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-781- 8.79% |
$44.6K - $48.9K
|
8.11K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-907- 18.28% |
$51.8K - $56.8K
|
4.05K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-918- 99.57% |
$52.4K - $57.4K
|
4
$242
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.07K- 0.74% |
$61.1K - $67K
|
144K
$8.72M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.66K- 8.53% |
$94.9K - $104K
|
17.8K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.89K- 17.43% |
$108K - $118K
|
8.96K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.9K- 41.31% |
$108K - $119K
|
2.7K
$163K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.58K- 9.28% |
$147K - $162K
|
25.3K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.85K- 30.47% |
$163K - $178K
|
6.5K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.53K- 3.15% |
$202K - $221K
|
109K
$6.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.93K- 34.83% |
$282K - $309K
|
9.23K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.38K- 13.12% |
$364K - $399K
|
42.3K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.3K- 19.94% |
$1.16M - $1.27M
|
81.4K
$4.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-97.9K- 22.63% |
$5.59M - $6.13M
|
335K
$20.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-158K- 93.37% |
$9.01M - $9.88M
|
11.2K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-546K- 49.36% |
$31.1M - $34.1M
|
560K
$33.9M
|