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 154 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
34,799
shares
|
$3.49 Million
0.02% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
33,948
shares
|
$3.41 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
27,972
shares
|
$2.81 Million
0.03% of portfolio
|
Q4 2024
Added 25.04%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
27,431
shares
|
$2.75 Million
0.76% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,652
shares
|
$2.47 Million
0.09% of portfolio
|
Q4 2024
Reduced 25.62%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
23,800
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Added 71.22%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
23,372
shares
|
$2.34 Million
0.03% of portfolio
|
Q4 2024
Added 125.06%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
22,569
shares
|
$2.26 Million
4.29% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
22,199
shares
|
$2.23 Million
0.08% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
22,110
shares
|
$2.22 Million
1.9% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
21,735
shares
|
$2.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
21,047
shares
|
$2.11 Million
1.16% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
20,864
shares
|
$2.09 Million
0.57% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
18,892
shares
|
$1.9 Million
1.19% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
18,891
shares
|
$1.9 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
18,818
shares
|
$1.89 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
18,551
shares
|
$1.86 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,743
shares
|
$1.58 Million
0.06% of portfolio
|
Q4 2024
Added 78.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
15,048
shares
|
$1.51 Million
0.1% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
14,867
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
13,908
shares
|
$1.4 Million
0.43% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,348
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 66.04%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
13,148
shares
|
$1.32 Million
0.59% of portfolio
|
Q4 2024
Added 85.39%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,067
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Added 171.27%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
11,811
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.27%
|