Latest Institutional Transactions on J P Morgan Exch Traded Fd Tr B (BBIN)
This table provides information on the latest institutional transactions involving J P Morgan Exch Traded Fd Tr B (BBIN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
805New |
$45.4K - $51.6K
|
805
$56.5K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20+ 86.96% |
$1.13K - $1.28K
|
43
$3.02K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
44New |
$2.48K - $2.82K
|
44
$3.09K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.63KNew |
$148K - $168K
|
2.63K
$184K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
324New |
$18.3K - $20.8K
|
324
$22.8K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17New |
$959 - $1.09K
|
17
$1.19K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
77.9KNew |
$4.4M - $4.99M
|
77.9K
$5.47M
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
89.8KNew |
$5.07M - $5.76M
|
89.8K
$6.31M
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.1K- 12.57% |
$62.1K - $70.5K
|
7.65K
$537K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-343Closed |
$19.4K - $22K
|
0
$0
|
|
Q4 2024 | |||||||
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
888New |
$50.7K - $55.6K
|
888
$62.4K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
274New |
$15.6K - $17.1K
|
274
$19.2K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-907- 18.28% |
$51.8K - $56.8K
|
4.05K
$285K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-289- 7.4% |
$16.5K - $18.1K
|
3.62K
$254K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
648New |
$37K - $40.6K
|
648
$45.5K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
924New |
$52.7K - $57.8K
|
924
$64.9K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.54K+ 14.23% |
$316K - $347K
|
44.5K
$3.12M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
99+ 1237.5% |
$5.65K - $6.2K
|
107
$7.51K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-620- 4.14% |
$35.4K - $38.8K
|
14.3K
$1.01M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.77KNew |
$329K - $361K
|
5.77K
$405K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
342New |
$19.5K - $21.4K
|
342
$24K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$342 - $375
|
6
$421
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.2KNew |
$297K - $326K
|
5.2K
$365K
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.85K- 30.47% |
$163K - $178K
|
6.5K
$457K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
19New |
$1.08K - $1.19K
|
19
$1.33K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.76% |
$114 - $125
|
266
$18.7K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-591- 4.75% |
$33.7K - $37K
|
11.9K
$832K
|
|
Q3 2024 | |||||||
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
8.92KNew |
$507K - $568K
|
8.92K
$626K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.6KNew |
$889K - $995K
|
15.6K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
51.8KNew |
$2.95M - $3.3M
|
51.8K
$3.64M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
45New |
$2.56K - $2.86K
|
45
$3.16K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
336KNew |
$19.1M - $21.4M
|
336K
$23.6M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.66KNew |
$379K - $424K
|
6.66K
$468K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-225- 24.81% |
$12.8K - $14.3K
|
682
$47.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-149K- 56.84% |
$8.47M - $9.48M
|
113K
$7.94M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.05KNew |
$287K - $321K
|
5.05K
$355K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10New |
$569 - $637
|
10
$702
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 10.14% |
$58K - $64.9K
|
9.04K
$635K
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-263K- 98.03% |
$15M - $16.8M
|
5.28K
$371K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
41New |
$2.33K - $2.61K
|
41
$2.88K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-67.1K- 93.69% |
$3.85M - $4.14M
|
4.52K
$317K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.58KNew |
$206K - $221K
|
3.58K
$251K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
71New |
$4.08K - $4.38K
|
71
$4.99K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17New |
$976 - $1.05K
|
17
$1.19K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
374+ 56.58% |
$21.5K - $23.1K
|
1.04K
$72.7K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
387New |
$22.2K - $23.9K
|
387
$27.2K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31New |
$1.78K - $1.91K
|
31
$2.18K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
78New |
$4.48K - $4.82K
|
78
$5.48K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.9KNew |
$1.14M - $1.23M
|
19.9K
$1.39M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
112New |
$6.43K - $6.92K
|
112
$7.86K
|