Plan Group Financial, LLC J P Morgan Exch Traded Fd Tr B Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Plan Group Financial, LLC holds 5,187 shares of BBIN stock, worth $372,270. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,187

Holding current value

$372,270

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 27, 2025	BUY	$65.91 - $70.63 $341,875 - $366,357	5,187 New	5,187 $363,000

Others Institutions Holding BBIN

# of Institutions

126

Shares Held

70M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

56.3M
Shares

$4.04 Billion
0.26% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$159 Million
0.01% of portfolio
Integrated Wealth Concepts LLC

2.07M
Shares

$148 Million
1.43% of portfolio
Bank Of America Corp Charlotte, NC

829K
Shares

$59.5 Million
0.0% of portfolio
Aptus Capital Advisors, LLC

542K
Shares

$38.9 Million
0.3% of portfolio

View Full List

About J P MORGAN EXCH-TRADED FD TR B

Ticker BBIN
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Plan Group Financial, LLC J P Morgan Exch Traded Fd Tr B Transaction History