Latest Institutional Purchases of J P Morgan Exch Traded Fd Tr B (BBIN)
This list provides information on the latest institutional transactions involving J P Morgan Exch Traded Fd Tr B (BBIN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
888New |
$50.7K - $55.6K
|
888
$63.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
342New |
$19.5K - $21.4K
|
342
$24.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
274New |
$15.6K - $17.1K
|
274
$19.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
99+ 1237.5% |
$5.65K - $6.2K
|
107
$7.68K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
19New |
$1.08K - $1.19K
|
19
$1.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.76% |
$114 - $125
|
266
$19.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
51.8KNew |
$2.95M - $3.3M
|
51.8K
$3.72M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.6KNew |
$889K - $995K
|
15.6K
$1.12M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
8.92KNew |
$507K - $568K
|
8.92K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.66KNew |
$379K - $424K
|
6.66K
$478K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.05KNew |
$287K - $321K
|
5.05K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
45New |
$2.56K - $2.86K
|
45
$3.23K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
41New |
$2.33K - $2.61K
|
41
$2.94K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10New |
$569 - $637
|
10
$718
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.9KNew |
$1.14M - $1.23M
|
19.9K
$1.43M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.09KNew |
$235K - $253K
|
4.09K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.58KNew |
$206K - $221K
|
3.58K
$257K
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
917+ 8.74% |
$52.7K - $56.6K
|
11.4K
$819K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
387New |
$22.2K - $23.9K
|
387
$27.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
374+ 56.58% |
$21.5K - $23.1K
|
1.04K
$74.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
112New |
$6.43K - $6.92K
|
112
$8.04K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
78New |
$4.48K - $4.82K
|
78
$5.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
71New |
$4.08K - $4.38K
|
71
$5.1K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
32New |
$1.84K - $1.98K
|
32
$2.3K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31New |
$1.78K - $1.91K
|
31
$2.22K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17New |
$976 - $1.05K
|
17
$1.22K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
17.4K+ 11.93% |
$966K - $1.05M
|
164K
$11.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
8.68KNew |
$481K - $524K
|
8.68K
$623K
|
|
|
Dec 17, 2025
Q1 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
4.82KNew |
$267K - $291K
|
4.82K
$346K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
383New |
$21.2K - $23.1K
|
383
$27.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
185+ 1423.08% |
$10.2K - $11.2K
|
198
$14.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
45New |
$2.49K - $2.72K
|
45
$3.23K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31New |
$1.72K - $1.87K
|
31
$2.22K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
30New |
$1.66K - $1.81K
|
30
$2.15K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.77KNew |
$188K - $215K
|
3.77K
$271K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
55New |
$2.74K - $3.14K
|
55
$3.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10New |
$498 - $571
|
10
$718
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$49.8 - $57.1
|
1
$71.8
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.64K+ 9.86% |
$137K - $149K
|
29.4K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
109New |
$5.65K - $6.15K
|
109
$7.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
98New |
$5.08K - $5.53K
|
98
$7.03K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.38% |
$51.8 - $56.4
|
263
$18.9K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.5KNew |
$933K - $991K
|
17.5K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
5.18KNew |
$276K - $293K
|
5.18K
$372K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
3.68KNew |
$196K - $208K
|
3.68K
$264K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
506New |
$26.9K - $28.6K
|
506
$36.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
111New |
$5.91K - $6.27K
|
111
$7.97K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
50New |
$2.66K - $2.83K
|
50
$3.59K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.51KNew |
$190K - $232K
|
4.51K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48New |
$2.02K - $2.47K
|
48
$3.44K
|
|