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 171 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,430,698
shares
|
$478 Million
0.04% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
3,169,322
shares
|
$342 Million
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,806,216
shares
|
$303 Million
0.11% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,615,423
shares
|
$174 Million
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,590,203
shares
|
$172 Million
0.05% of portfolio
|
Q1 2025
Added 26.1%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
1,373,141
shares
|
$148 Million
3.91% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
892,948
shares
|
$96.4 Million
0.09% of portfolio
|
Q1 2025
Added 11499.74%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
723,582
shares
|
$78.1 Million
5.1% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
564,311
shares
|
$60.9 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
549,502
shares
|
$59.3 Million
0.19% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
518,070
shares
|
$55.9 Million
0.14% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
495,546
shares
|
$53.5 Million
9.55% of portfolio
|
Q3 2024
New holding
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
May 05, 2025 Q1 2025 |
463,000
shares
|
$50 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
437,361
shares
|
$47.2 Million
13.79% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
422,509
shares
|
$45.6 Million
0.76% of portfolio
|
Q3 2022
Reduced 6.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
400,462
shares
|
$43.2 Million
1.06% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
359,063
shares
|
$38.7 Million
0.07% of portfolio
|
Q1 2025
Added 34.01%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
295,440
shares
|
$31.9 Million
2.86% of portfolio
|
Q1 2025
Added 85.02%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
275,608
shares
|
$29.7 Million
0.98% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
270,775
shares
|
$29.2 Million
16.05% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
230,419
shares
|
$24.9 Million
0.03% of portfolio
|
Q3 2024
Added 99.31%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
211,318
shares
|
$22.8 Million
14.06% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
207,284
shares
|
$22.4 Million
0.26% of portfolio
|
Q1 2025
Added 33.79%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
179,714
shares
|
$19.4 Million
1.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
177,063
shares
|
$19.1 Million
0.04% of portfolio
|
Q4 2024
Added 92.01%
|