Purchases and Sales Made in Q1 2024 in J P Morgan Exchg Traded Fd (BBUS)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd (BBUS) during Q1 2024. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHG-TRADED FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
373K+ 31.28% |
$31.5M - $35.3M
|
1.57M
$171M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
306KNew |
$25.8M - $28.9M
|
306K
$33.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
271K+ 20.6% |
$22.9M - $25.6M
|
1.59M
$173M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
219K+ 24.51% |
$18.5M - $20.7M
|
1.11M
$121M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
219K+ 24.51% |
$18.5M - $20.7M
|
1.11M
$121M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
210K+ 37.97% |
$17.7M - $19.8M
|
762K
$82.9M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
196K+ 28.09% |
$16.5M - $18.5M
|
893K
$97.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
96.8K+ 227.93% |
$8.17M - $9.14M
|
139K
$15.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.2K+ 21.65% |
$4.83M - $5.4M
|
322K
$35M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.9K+ 170.1% |
$3.96M - $4.43M
|
74.5K
$8.11M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
45.2K+ 471.93% |
$3.81M - $4.27M
|
54.8K
$5.96M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.1KNew |
$3.64M - $4.07M
|
43.1K
$4.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.6K+ 302.12% |
$3.59M - $4.02M
|
56.7K
$6.17M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
31.1K+ 29.41% |
$2.62M - $2.93M
|
137K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.7K+ 51.48% |
$2.42M - $2.71M
|
84.5K
$9.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
26.7K+ 64.31% |
$2.25M - $2.52M
|
68.2K
$7.42M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.9K+ 47.32% |
$2.1M - $2.35M
|
77.5K
$8.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23.7K+ 31.22% |
$2M - $2.24M
|
99.7K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
22.4K+ 39.17% |
$1.89M - $2.11M
|
79.4K
$8.65M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.9K+ 96.93% |
$1.59M - $1.78M
|
38.3K
$4.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 6.88% |
$1.46M - $1.64M
|
269K
$29.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 55.17% |
$1.27M - $1.43M
|
42.5K
$4.62M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.5K+ 16.3% |
$1.05M - $1.18M
|
88.9K
$9.67M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.9KNew |
$921K - $1.03M
|
10.9K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.47KNew |
$799K - $895K
|
9.47K
$1.03M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.45K+ 20.0% |
$797K - $892K
|
56.7K
$6.17M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.36K+ 9.25% |
$789K - $883K
|
110K
$12M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.18K+ 66.23% |
$775K - $867K
|
23K
$2.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.02KNew |
$761K - $852K
|
9.02K
$982K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.49KNew |
$716K - $802K
|
8.49K
$924K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.19KNew |
$691K - $774K
|
8.19K
$892K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.54K+ 25.12% |
$636K - $712K
|
37.5K
$4.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.53K+ 209.14% |
$635K - $711K
|
11.1K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7.38K+ 81.11% |
$623K - $697K
|
16.5K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.26K+ 63.8% |
$613K - $686K
|
18.6K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.12K+ 1049.71% |
$600K - $672K
|
7.8K
$849K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.88KNew |
$580K - $649K
|
6.88K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.65KNew |
$561K - $628K
|
6.65K
$724K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.74K+ 53.41% |
$484K - $542K
|
16.5K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
4.5KNew |
$380K - $425K
|
4.5K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.31KNew |
$363K - $407K
|
4.31K
$469K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.62KNew |
$305K - $342K
|
3.62K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.36KNew |
$283K - $317K
|
3.36K
$365K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.27K+ 111.71% |
$276K - $309K
|
6.2K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.26K+ 35.99% |
$275K - $308K
|
12.3K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.88KNew |
$243K - $272K
|
2.88K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.78K+ 105.61% |
$235K - $263K
|
5.42K
$590K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.77K+ 19.09% |
$233K - $261K
|
17.2K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.53K+ 17.7% |
$213K - $239K
|
16.8K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.35K+ 41.65% |
$198K - $222K
|
8K
$870K
|