Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
898+ 9.88% |
$49.4K - $61K
|
9.99K
$701K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
887+ 103.02% |
$48.8K - $60.3K
|
1.75K
$123K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
830New |
$45.6K - $56.4K
|
830
$58.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
719+ 10.2% |
$39.5K - $48.9K
|
7.77K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
624+ 8.84% |
$34.3K - $42.4K
|
7.68K
$540K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
565+ 30.43% |
$31.1K - $38.4K
|
2.42K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
423New |
$23.3K - $28.7K
|
423
$29.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
380+ 2.41% |
$20.9K - $25.8K
|
16.1K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
229+ 1.42% |
$12.6K - $15.6K
|
16.4K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
157+ 9.84% |
$8.63K - $10.7K
|
1.75K
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
152New |
$8.36K - $10.3K
|
152
$10.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
118New |
$6.49K - $8.02K
|
118
$8.29K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
71New |
$3.9K - $4.82K
|
71
$4.99K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51+ 30.72% |
$2.8K - $3.47K
|
217
$15.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
33+ 9.88% |
$1.81K - $2.24K
|
367
$25.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
29+ 4.35% |
$1.59K - $1.97K
|
696
$48.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26+ 50.98% |
$1.43K - $1.77K
|
77
$5.41K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
19New |
$1.04K - $1.29K
|
19
$1.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.43% |
$220 - $272
|
284
$19.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-74- 4.18% |
$4.07K - $5.03K
|
1.7K
$119K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-79- 1.53% |
$4.34K - $5.37K
|
5.08K
$357K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-315- 23.18% |
$17.3K - $21.4K
|
1.04K
$73.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-393- 4.02% |
$21.6K - $26.7K
|
9.38K
$658K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-431- 3.22% |
$23.7K - $29.3K
|
13K
$909K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-555- 2.75% |
$30.5K - $37.7K
|
19.6K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-604- 3.94% |
$33.2K - $41K
|
14.7K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-668- 2.75% |
$36.7K - $45.4K
|
23.6K
$1.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-728- 6.27% |
$40K - $49.5K
|
10.9K
$764K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-858- 18.85% |
$47.2K - $58.3K
|
3.69K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-880- 0.56% |
$48.4K - $59.8K
|
155K
$10.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-928- 3.25% |
$51K - $63.1K
|
27.6K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.01K- 7.02% |
$55.5K - $68.6K
|
13.4K
$938K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 3.97% |
$76.2K - $94.2K
|
33.5K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.88K- 9.07% |
$103K - $128K
|
18.9K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-3.02K- 6.63% |
$166K - $205K
|
42.6K
$2.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-9.52K- 24.03% |
$524K - $647K
|
30.1K
$2.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-9.58K- 75.5% |
$527K - $651K
|
3.11K
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 12.41% |
$576K - $712K
|
73.9K
$5.19M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-12.2K- 15.33% |
$672K - $831K
|
67.5K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-29.4K- 49.73% |
$1.62M - $2M
|
29.7K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-97.2K- 84.83% |
$5.34M - $6.6M
|
17.4K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-556K- 56.84% |
$30.6M - $37.8M
|
423K
$29.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.52M- 41.72% |
$83.7M - $103M
|
2.13M
$149M
|