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 181 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
7,193
shares
|
$830,000
0.02% of portfolio
|
Q2 2025
Added 20.63%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
7,059
shares
|
$814,538
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
6,960
shares
|
$803,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
6,400
shares
|
$738,496
0.0% of portfolio
|
Q2 2025
Added 48.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,365
shares
|
$734,457
0.0% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
6,358
shares
|
$733,649
0.48% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
6,195
shares
|
$714,841
0.0% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
5,958
shares
|
$687,493
0.0% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
5,857
shares
|
$675,839
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
5,763
shares
|
$664,992
0.42% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,744
shares
|
$662,800
0.03% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
4,880
shares
|
$563,103
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,713
shares
|
$543,833
0.01% of portfolio
|
Q2 2025
Added 16.6%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
4,255
shares
|
$490,984
0.16% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
4,224
shares
|
$487,407
0.07% of portfolio
|
Q2 2025
Reduced 73.53%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,689
shares
|
$425,673
0.01% of portfolio
|
Q2 2025
Reduced 19.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,555
shares
|
$410,211
0.01% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,553
shares
|
$409,980
0.04% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
3,501
shares
|
$403,980
0.2% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
2,935
shares
|
$338,669
0.12% of portfolio
|
Q2 2025
Added 25.32%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
2,930
shares
|
$338,092
0.09% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,693
shares
|
$310,745
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
2,691
shares
|
$310,514
0.07% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,527
shares
|
$291,590
0.16% of portfolio
|
Q3 2024
Added 23.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,433
shares
|
$280,743
0.02% of portfolio
|
Q2 2025
Reduced 12.76%
|