Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.26M+ 2.21% |
$67M - $71.2M
|
58.2M
$3.34B
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
230K+ 789.22% |
$12.3M - $13M
|
260K
$14.9M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
191K+ 46.73% |
$10.2M - $10.8M
|
599K
$34.4M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 20.88% |
$8.93M - $9.48M
|
971K
$55.8M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
90.2K+ 29.11% |
$4.8M - $5.1M
|
400K
$23M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
89.4K+ 504.94% |
$4.76M - $5.05M
|
107K
$6.15M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77.5K+ 42.47% |
$4.12M - $4.38M
|
260K
$14.9M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.3K+ 11.91% |
$3.74M - $3.97M
|
660K
$37.9M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42.8KNew |
$2.28M - $2.42M
|
42.8K
$2.45M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.7KNew |
$942K - $1M
|
17.7K
$1.02M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.5KNew |
$933K - $991K
|
17.5K
$1.01M
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.7K+ 5.04% |
$621K - $659K
|
243K
$14M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.2KNew |
$598K - $635K
|
11.2K
$645K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.1KNew |
$589K - $625K
|
11.1K
$635K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.83KNew |
$523K - $555K
|
9.83K
$564K
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.07KNew |
$376K - $399K
|
7.07K
$405K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
5.18KNew |
$276K - $293K
|
5.18K
$297K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.81KNew |
$256K - $272K
|
4.81K
$276K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.75KNew |
$200K - $212K
|
3.75K
$215K
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.75KNew |
$199K - $212K
|
3.75K
$215K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
3.68KNew |
$196K - $208K
|
3.68K
$211K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.66K+ 1.67% |
$141K - $150K
|
162K
$9.28M
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.64K+ 11.54% |
$141K - $149K
|
25.5K
$1.47M
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.62K+ 10.86% |
$140K - $148K
|
26.8K
$1.54M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.37K+ 12.38% |
$126K - $134K
|
21.5K
$1.24M
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.36K+ 9.21% |
$126K - $133K
|
28K
$1.61M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 18.84% |
$119K - $126K
|
14.1K
$807K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 18.84% |
$119K - $126K
|
14.1K
$807K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.09K+ 12.74% |
$111K - $118K
|
18.5K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.67K+ 255.2% |
$88.8K - $94.3K
|
2.32K
$133K
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.49K+ 8.23% |
$79.4K - $84.3K
|
19.6K
$1.13M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.45K+ 6.59% |
$76.9K - $81.7K
|
23.4K
$1.34M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
983+ 1.08% |
$52.3K - $55.6K
|
91.7K
$5.26M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
889+ 14.91% |
$47.3K - $50.2K
|
6.85K
$393K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
751New |
$40K - $42.4K
|
751
$43.1K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
650+ 7.07% |
$34.6K - $36.7K
|
9.84K
$565K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
506New |
$26.9K - $28.6K
|
506
$29K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
329New |
$17.5K - $18.6K
|
329
$18.9K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
266New |
$14.2K - $15K
|
266
$15.3K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
145+ 1.74% |
$7.72K - $8.2K
|
8.48K
$487K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 23.76% |
$7.66K - $8.14K
|
750
$43K
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
141+ 0.69% |
$7.5K - $7.97K
|
20.5K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
111New |
$5.91K - $6.27K
|
111
$6.37K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
50New |
$2.66K - $2.83K
|
50
$2.87K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 1.55% |
$213 - $226
|
262
$15K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-21- 30.0% |
$1.12K - $1.19K
|
49
$2.81K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-44- 1.35% |
$2.34K - $2.49K
|
3.22K
$185K
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-62- 1.16% |
$3.3K - $3.5K
|
5.29K
$304K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-107- 0.91% |
$5.69K - $6.05K
|
11.6K
$666K
|