Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.37% |
$55.4 - $60.4
|
271
$15.7K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13- 0.07% |
$720 - $785
|
18.9K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-34- 15.38% |
$1.88K - $2.05K
|
187
$10.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-37- 0.69% |
$2.05K - $2.23K
|
5.31K
$308K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-112- 15.53% |
$6.2K - $6.76K
|
609
$35.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-123- 0.24% |
$6.81K - $7.43K
|
51.9K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-200- 1.84% |
$11.1K - $12.1K
|
10.7K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-215- 28.63% |
$11.9K - $13K
|
536
$31.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-392- 23.84% |
$21.7K - $23.7K
|
1.25K
$72.6K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-461- 34.22% |
$25.5K - $27.8K
|
886
$51.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-546- 11.76% |
$30.2K - $33K
|
4.1K
$238K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-929- 4.25% |
$51.5K - $56.1K
|
20.9K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.48K- 8.23% |
$82.1K - $89.5K
|
16.5K
$959K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.61K- 3.79% |
$89.3K - $97.3K
|
40.9K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.63K- 24.93% |
$90.5K - $98.6K
|
4.92K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 14.74% |
$91.5K - $99.7K
|
9.55K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 3.75% |
$96.7K - $105K
|
44.8K
$2.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.8K- 21.44% |
$99.7K - $109K
|
6.6K
$383K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.96K- 30.86% |
$109K - $118K
|
4.4K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.12K- 22.21% |
$173K - $189K
|
10.9K
$635K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.12K- 33.06% |
$228K - $249K
|
8.34K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.33K- 16.14% |
$295K - $322K
|
27.7K
$1.61M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.59K- 39.9% |
$310K - $337K
|
8.42K
$488K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.91K- 3.08% |
$328K - $357K
|
186K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-6.27K- 15.75% |
$347K - $379K
|
33.5K
$1.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-6.53K- 36.86% |
$362K - $394K
|
11.2K
$649K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-8.79K- 31.21% |
$487K - $531K
|
19.4K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.58K- 2.33% |
$531K - $578K
|
401K
$23.3M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.6KClosed |
$753K - $821K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 56.22% |
$968K - $1.05M
|
13.6K
$789K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.2K- 28.33% |
$1.06M - $1.16M
|
48.5K
$2.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-23.5K- 6.88% |
$1.3M - $1.42M
|
318K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29K- 13.54% |
$1.61M - $1.75M
|
185K
$10.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30.9K- 39.13% |
$1.71M - $1.86M
|
48K
$2.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-78.1K- 33.66% |
$4.33M - $4.72M
|
154K
$8.94M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-138K- 22.04% |
$7.66M - $8.35M
|
489K
$28.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 10.16% |
$8.55M - $9.31M
|
1.36M
$79.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-172K- 21.6% |
$9.54M - $10.4M
|
625K
$36.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-184K- 21.76% |
$10.2M - $11.1M
|
661K
$38.3M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-253K- 29.13% |
$14M - $15.3M
|
615K
$35.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-254K- 76.9% |
$14.1M - $15.4M
|
76.4K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.96M- 8.23% |
$275M - $299M
|
55.2M
$3.21B
|