Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.47M+ 2.52% |
$76M - $82.8M
|
59.6M
$3.46B
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
301K+ 538.29% |
$15.6M - $17M
|
356K
$20.7M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
187KNew |
$9.68M - $10.5M
|
187K
$10.8M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
176K+ 44.09% |
$9.14M - $9.96M
|
577K
$33.5M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
96K+ 16.02% |
$4.97M - $5.42M
|
695K
$40.3M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
81K+ 8.34% |
$4.2M - $4.57M
|
1.05M
$61.1M
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
62.7KNew |
$3.25M - $3.54M
|
62.7K
$3.64M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.3K+ 1275.34% |
$3.18M - $3.46M
|
66.1K
$3.84M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.2K+ 8.96% |
$3.07M - $3.34M
|
720K
$41.7M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
50.6KNew |
$2.62M - $2.86M
|
50.6K
$2.94M
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
26.7KNew |
$1.39M - $1.51M
|
26.7K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22K+ 6.02% |
$1.14M - $1.24M
|
387K
$22.5M
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
20K+ 7.69% |
$1.03M - $1.13M
|
280K
$16.2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.8K+ 91.89% |
$1.03M - $1.12M
|
41.3K
$2.4M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.3K+ 5.06% |
$638K - $694K
|
255K
$14.8M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.7K+ 109.11% |
$556K - $605K
|
20.6K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 118.62% |
$522K - $568K
|
18.5K
$1.08M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.08K+ 5.62% |
$470K - $512K
|
171K
$9.91M
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
8.39KNew |
$435K - $474K
|
8.39K
$487K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.99K+ 423.11% |
$362K - $395K
|
8.65K
$502K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.2KNew |
$321K - $350K
|
6.2K
$359K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6KNew |
$311K - $338K
|
6K
$348K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.77KNew |
$299K - $325K
|
5.77K
$334K
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5.13KNew |
$266K - $290K
|
5.13K
$298K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.97KNew |
$257K - $280K
|
4.97K
$288K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.85K+ 13.18% |
$199K - $217K
|
33.1K
$1.92M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.31KNew |
$172K - $187K
|
3.31K
$192K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.14K+ 83.6% |
$162K - $177K
|
6.89K
$399K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.64K+ 9.86% |
$137K - $149K
|
29.4K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.46K+ 6.48% |
$128K - $139K
|
40.4K
$2.35M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.41K+ 8.59% |
$125K - $136K
|
30.4K
$1.76M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.29K+ 20.73% |
$119K - $129K
|
13.4K
$775K
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.84K+ 25.97% |
$95.1K - $104K
|
8.9K
$516K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.82K+ 48.49% |
$94.2K - $103K
|
5.56K
$323K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.28KNew |
$66.1K - $72K
|
1.28K
$74K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.25K+ 23.62% |
$64.8K - $70.5K
|
6.54K
$380K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.19K+ 1165.69% |
$61.6K - $67.1K
|
1.29K
$74.9K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.11K+ 16.26% |
$57.7K - $62.9K
|
7.97K
$462K
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
960+ 4.68% |
$49.7K - $54.2K
|
21.5K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
697+ 2.98% |
$36.1K - $39.3K
|
24.1K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
191New |
$9.9K - $10.8K
|
191
$11.1K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
109New |
$5.65K - $6.15K
|
109
$6.32K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
98New |
$5.08K - $5.53K
|
98
$5.69K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
89+ 0.9% |
$4.61K - $5.02K
|
9.93K
$576K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
61+ 0.33% |
$3.16K - $3.44K
|
18.6K
$1.08M
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
45New |
$2.33K - $2.54K
|
45
$2.61K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13New |
$674 - $733
|
13
$754
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$51.8 - $56.4
|
267
$15.5K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.38% |
$51.8 - $56.4
|
263
$15.3K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7- 0.06% |
$363 - $395
|
11.2K
$651K
|