Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.3M+ 5.89% |
$188M - $206M
|
59.3M
$3.6B
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
452KNew |
$25.8M - $28.3M
|
452K
$27.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
169KNew |
$9.65M - $10.6M
|
169K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
125KNew |
$7.13M - $7.82M
|
125K
$7.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
112K+ 17.55% |
$6.38M - $6.99M
|
749K
$45.4M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
79.8KNew |
$4.56M - $5M
|
79.8K
$4.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71.4K+ 24.37% |
$4.07M - $4.47M
|
364K
$22.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
68.7K+ 1228.1% |
$3.92M - $4.3M
|
74.3K
$4.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
63.8KNew |
$3.64M - $3.99M
|
63.8K
$3.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63.6K+ 9.68% |
$3.63M - $3.98M
|
721K
$43.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59.6K+ 64815.22% |
$3.4M - $3.73M
|
59.7K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
25.8K+ 8.41% |
$1.47M - $1.61M
|
332K
$20.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.79K+ 14.85% |
$501K - $550K
|
67.9K
$4.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.78KNew |
$444K - $487K
|
7.78K
$472K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.35K+ 34.29% |
$420K - $460K
|
28.8K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.38KNew |
$364K - $399K
|
6.38K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.77KNew |
$329K - $361K
|
5.77K
$350K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.76K+ 104.54% |
$329K - $360K
|
11.3K
$684K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.2KNew |
$297K - $326K
|
5.2K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.13K+ 54.82% |
$293K - $321K
|
14.5K
$880K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.57K+ 18.29% |
$261K - $286K
|
29.5K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.69K+ 1.26% |
$211K - $231K
|
296K
$18M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.39K+ 9.02% |
$193K - $212K
|
40.9K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.92K+ 23.15% |
$110K - $120K
|
10.2K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.92K+ 12.96% |
$109K - $120K
|
16.7K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.38K+ 9.64% |
$78.9K - $86.5K
|
15.7K
$953K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.24K+ 0.31% |
$70.6K - $77.4K
|
406K
$24.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.09K+ 1.91% |
$61.9K - $67.9K
|
57.8K
$3.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
818+ 2.67% |
$46.7K - $51.2K
|
31.4K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
754+ 8.72% |
$43K - $47.2K
|
9.4K
$570K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
381+ 1.92% |
$21.7K - $23.8K
|
20.2K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
342New |
$19.5K - $21.4K
|
342
$20.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
181+ 1.24% |
$10.3K - $11.3K
|
14.7K
$893K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
99+ 1237.5% |
$5.65K - $6.2K
|
107
$6.49K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
19New |
$1.08K - $1.19K
|
19
$1.15K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 5.73% |
$514 - $563
|
166
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$342 - $375
|
6
$364
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.09% |
$171 - $188
|
279
$16.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.76% |
$114 - $125
|
266
$16.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36- 0.31% |
$2.05K - $2.25K
|
11.6K
$702K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-49- 0.7% |
$2.8K - $3.07K
|
6.92K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-57- 0.69% |
$3.25K - $3.57K
|
8.22K
$499K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-123- 0.24% |
$7.02K - $7.7K
|
50.2K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-142- 14.2% |
$8.1K - $8.89K
|
858
$52.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-151- 19.61% |
$8.62K - $9.45K
|
619
$37.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-172- 4.65% |
$9.82K - $10.8K
|
3.53K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-172- 12.68% |
$9.82K - $10.8K
|
1.19K
$71.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-543- 8.15% |
$31K - $34K
|
6.12K
$371K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-591- 4.75% |
$33.7K - $37K
|
11.9K
$719K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-620- 4.14% |
$35.4K - $38.8K
|
14.3K
$871K
|