Horizon Family Wealth, Inc. J P Morgan Exch Traded Fd Tr B Transaction History

Horizon Family Wealth, Inc.

$151 Million
Q2 2025

A detailed history of Horizon Family Wealth, Inc. transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 42,575 shares of BBIN stock, worth $2.91 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

42,575

Previous 45,599 6.63%

Holding current value

$2.91 Million

Previous $2.8 Million 2.46%

% of portfolio

1.91%

Previous 1.99%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$54.98 - $67.95 $166,259 - $205,480	-3,024 Reduced 6.63%	42,575 $2.87 Million
Q1 2025 May 09, 2025	BUY	$56.44 - $64.13 $263,236 - $299,102	4,664 Added 11.39%	45,599 $2.8 Million
Q4 2024 Feb 11, 2025	BUY	$57.07 - $62.58 $193,239 - $211,895	3,386 Added 9.02%	40,935 $2.34 Million
Q3 2024 Nov 14, 2024	BUY	$56.88 - $63.65 $2.14 Million - $2.39 Million	37,549 New	37,549 $2.37 Million
Q4 2022 Feb 06, 2023	SELL	$42.18 - $51.42 $1.09 Million - $1.33 Million	-25,887 Reduced 48.79%	27,168 $1.35 Million
Q3 2022 Oct 28, 2022	BUY	$42.01 - $50.56 $95,362 - $114,771	2,270 Added 4.47%	53,055 $2.25 Million
Q2 2022 Aug 05, 2022	BUY	$46.92 - $56.3 $1.3 Million - $1.57 Million	27,801 Added 120.96%	50,785 $2.4 Million
Q1 2022 May 06, 2022	BUY	$50.74 - $60.38 $18,063 - $21,495	356 Added 1.57%	22,984 $1.28 Million
Q4 2021 Feb 11, 2022	BUY	$57.57 - $61.62 $1.3 Million - $1.39 Million	22,628 New	22,628 $1.35 Million

Others Institutions Holding BBIN

# of Institutions

118

Shares Held

72.3M

Call Options Held

Put Options Held

100

View Full List

About J P MORGAN EXCH-TRADED FD TR B

Ticker BBIN
Sector ETFs
Industry ETFs

More about BBIN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Family Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Horizon Family Wealth, Inc. with notifications on news.

Account

Horizon Family Wealth, Inc. J P Morgan Exch Traded Fd Tr B Transaction History