Institutional Ownership J P Morgan Exchg Traded Fd (BBUS)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd (BBUS). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
7,640,541
shares
|
$725 Million
0.07% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,587,576
shares
|
$151 Million
0.08% of portfolio
|
Q1 2024
Added 20.6%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
1,566,681
shares
|
$149 Million
0.44% of portfolio
|
Q1 2024
Added 31.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,114,170
shares
|
$106 Million
0.01% of portfolio
|
Q1 2024
Added 24.51%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
892,505
shares
|
$84.7 Million
3.91% of portfolio
|
Q1 2024
Added 28.09%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
761,984
shares
|
$72.4 Million
0.03% of portfolio
|
Q1 2024
Added 37.97%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
606,616
shares
|
$57.6 Million
4.73% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
482,506
shares
|
$45.8 Million
0.15% of portfolio
|
Q1 2024
Reduced 28.4%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
422,509
shares
|
$40.1 Million
0.76% of portfolio
|
Q3 2022
Reduced 6.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
321,536
shares
|
$30.5 Million
0.12% of portfolio
|
Q1 2024
Added 21.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
306,315
shares
|
$29.1 Million
0.88% of portfolio
|
Q1 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 30, 2024 Q1 2024 |
269,237
shares
|
$25.6 Million
15.73% of portfolio
|
Q1 2024
Added 6.88%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
211,318
shares
|
$20.1 Million
14.06% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
182,395
shares
|
$17.3 Million
0.04% of portfolio
|
Q1 2024
Reduced 47.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
139,274
shares
|
$13.2 Million
0.03% of portfolio
|
Q1 2024
Added 227.93%
|
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
136,636
shares
|
$13 Million
0.98% of portfolio
|
Q1 2024
Added 29.41%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
117,942
shares
|
$11.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.24%
|
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
110,476
shares
|
$10.5 Million
0.12% of portfolio
|
Q1 2024
Added 9.25%
|
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
99,659
shares
|
$9.46 Million
0.12% of portfolio
|
Q1 2024
Added 31.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
88,850
shares
|
$8.44 Million
0.33% of portfolio
|
Q1 2024
Added 16.3%
|
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
87,908
shares
|
$8.35 Million
0.26% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Archford Capital Strategies, LLC
|
Apr 24, 2024 Q1 2024 |
79,423
shares
|
$7.54 Million
1.27% of portfolio
|
Q1 2024
Added 39.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
77,481
shares
|
$7.36 Million
0.03% of portfolio
|
Q1 2024
Added 47.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
74,523
shares
|
$7.08 Million
0.0% of portfolio
|
Q1 2024
Added 170.1%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Apr 26, 2024 Q1 2024 |
68,197
shares
|
$6.48 Million
1.22% of portfolio
|
Q1 2024
Added 64.31%
|
|