Merriman Wealth Management, LLC J P Morgan Exch Traded Fd Tr B Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 44,476 shares of BBIN stock, worth $2.81 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

44,476

Previous 38,936 14.23%

Holding current value

$2.81 Million

Previous $2.45 Million 3.51%

% of portfolio

0.11%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$57.07 - $62.58 $316,167 - $346,693	5,540 Added 14.23%	44,476 $2.54 Million
Q3 2024 Nov 12, 2024	SELL	$56.88 - $63.65 $98,402 - $110,114	-1,730 Reduced 4.25%	38,936 $2.45 Million
Q2 2024 Aug 13, 2024	SELL	$57.42 - $61.75 $14,355 - $15,437	-250 Reduced 0.61%	40,666 $2.4 Million
Q1 2024 May 14, 2024	SELL	$55.4 - $60.38 $89,304 - $97,332	-1,612 Reduced 3.79%	40,916 $2.46 Million
Q4 2023 Feb 13, 2024	BUY	$49.81 - $57.1 $103,554 - $118,710	2,079 Added 5.14%	42,528 $2.42 Million
Q3 2023 Nov 13, 2023	BUY	$51.82 - $56.42 $127,529 - $138,849	2,461 Added 6.48%	40,449 $2.11 Million
Q2 2023 Aug 14, 2023	SELL	$53.21 - $56.52 $47,889 - $50,868	-900 Reduced 2.31%	37,988 $2.09 Million
Q1 2023 May 04, 2023	SELL	$50.07 - $54.6 $7,310 - $7,971	-146 Reduced 0.37%	38,888 $2.09 Million
Q4 2022 Feb 13, 2023	BUY	$42.18 - $51.42 $926,061 - $1.13 Million	21,955 Added 128.55%	39,034 $1.94 Million
Q3 2022 Oct 26, 2022	BUY	$42.01 - $50.56 $717,488 - $863,514	17,079 New	17,079 $723,000
Q1 2022 Apr 28, 2022	SELL	$50.74 - $60.38 $2.24 Million - $2.67 Million	-44,184 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$57.57 - $61.62 $2.54 Million - $2.72 Million	44,184 New	44,184 $2.63 Million

Others Institutions Holding BBIN

# of Institutions

114

Shares Held

71.9M

Call Options Held

Put Options Held

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About J P MORGAN EXCH-TRADED FD TR B

Ticker BBIN
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Merriman Wealth Management, LLC J P Morgan Exch Traded Fd Tr B Transaction History