Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
356+ 5.75% |
$17.7K - $20.3K
|
6.55K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
333+ 1.8% |
$16.6K - $19K
|
18.9K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
230+ 4.48% |
$11.5K - $13.1K
|
5.36K
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
105New |
$5.23K - $6K
|
105
$6.08K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
55New |
$2.74K - $3.14K
|
55
$3.19K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20+ 0.18% |
$996 - $1.14K
|
11.2K
$651K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10New |
$498 - $571
|
10
$579
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$199 - $228
|
8.4K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.12% |
$149 - $171
|
270
$15.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$49.8 - $57.1
|
1
$57.9
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-26- 0.08% |
$1.3K - $1.48K
|
33K
$1.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-64- 0.21% |
$3.19K - $3.65K
|
30.3K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-74- 25.08% |
$3.69K - $4.23K
|
221
$12.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-139- 9.35% |
$6.92K - $7.94K
|
1.35K
$78K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-743- 13.8% |
$37K - $42.4K
|
4.64K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-865- 54.54% |
$43.1K - $49.4K
|
721
$41.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-907- 4.87% |
$45.2K - $51.8K
|
17.7K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-928- 0.36% |
$46.2K - $53K
|
255K
$14.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.7K- 3.31% |
$134K - $154K
|
78.9K
$4.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.04K- 25.11% |
$301K - $345K
|
18K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.55K- 17.42% |
$326K - $374K
|
31.1K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.67K- 10.08% |
$332K - $381K
|
59.5K
$3.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-11.7K- 1.32% |
$580K - $665K
|
868K
$50.3M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-13.3K- 25.48% |
$660K - $757K
|
38.8K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.4K- 20.45% |
$866K - $993K
|
67.6K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.4K- 17.47% |
$2.26M - $2.59M
|
214K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-55.3K- 88.13% |
$2.75M - $3.16M
|
7.45K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.6K- 14.61% |
$2.82M - $3.23M
|
331K
$19.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-283K- 18.64% |
$14.1M - $16.2M
|
1.24M
$71.6M
|