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 | 
|---|---|---|---|---|---|---|---|
| 
                  Dec 26, 2024
                  Q1 2024
                 | 
      Jpmorgan Chase & CO
       New York, NY | BUY | - | 3.93M+ 106.01% |                   
                  $332M - $371M
                 |                   
                7.64M
                $915M
               | |
| 
                  May 01, 2024
                  Q1 2024
                 | 
      Janney Montgomery Scott LLC
      
   | BUY | - | 373K+ 31.28% |                   
                  $31.5M - $35.3M
                 |                   
                1.57M
                $188M
               | |
| 
                  Apr 29, 2024
                  Q1 2024
                 | 
      Perigon Wealth Management, LLC
       San Francisco, CA | BUY | - | 306KNew |                   
                  $25.8M - $28.9M
                 |                   
                306K
                $36.7M
               | |
| 
                  May 10, 2024
                  Q1 2024
                 | 
      Lpl Financial LLC
       Fort Mill, SC | BUY | - | 271K+ 20.6% |                   
                  $22.9M - $25.6M
                 |                   
                1.59M
                $190M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Morgan Stanley
       New York, NY | BUY | - | 219K+ 24.51% |                   
                  $18.5M - $20.7M
                 |                   
                1.11M
                $133M
               | |
| 
                  Aug 16, 2024
                  Q1 2024
                 | 
      Morgan Stanley
       New York, NY | BUY | - | 219K+ 24.51% |                   
                  $18.5M - $20.7M
                 |                   
                1.11M
                $133M
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Envestnet Asset Management Inc
      
   | BUY | - | 210K+ 37.97% |                   
                  $17.7M - $19.8M
                 |                   
                762K
                $91.2M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Vestmark Advisory Solutions, Inc.
      
   | BUY | - | 196K+ 28.09% |                   
                  $16.5M - $18.5M
                 |                   
                893K
                $107M
               | |
| 
                  May 24, 2024
                  Q1 2024
                 | 
      Cetera Investment Advisers
       Schaumburg, IL | BUY | - | 96.8K+ 227.93% |                   
                  $8.17M - $9.14M
                 |                   
                139K
                $16.7M
               | |
| 
                  Apr 24, 2024
                  Q1 2024
                 | 
      Cambridge Investment Research Advisors, Inc.
      
   | BUY | - | 57.2K+ 21.65% |                   
                  $4.83M - $5.4M
                 |                   
                322K
                $38.5M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Ken Griffin                        
      Citadel Advisors LLC | Chicago, Il
   | BUY | - | 46.9K+ 170.1% |                   
                  $3.96M - $4.43M
                 |                   
                74.5K
                $8.92M
               | |
| 
                  May 10, 2024
                  Q1 2024
                 | 
      Jacobi Capital Management LLC
      
   | BUY | - | 45.2K+ 471.93% |                   
                  $3.81M - $4.27M
                 |                   
                54.8K
                $6.55M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Flow Traders U.S. LLC
       New York, NY | BUY | - | 43.1KNew |                   
                  $3.64M - $4.07M
                 |                   
                43.1K
                $5.16M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Royal Bank Of Canada
       Toronto, A6 | BUY | - | 42.6K+ 302.12% |                   
                  $3.59M - $4.02M
                 |                   
                56.7K
                $6.79M
               | |
| 
                  May 06, 2024
                  Q1 2024
                 | 
      Ifg Advisory, LLC
      
   | BUY | - | 31.1K+ 29.41% |                   
                  $2.62M - $2.93M
                 |                   
                137K
                $16.4M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Cetera Advisor Networks LLC
       El Segundo, CA | BUY | - | 28.7K+ 51.48% |                   
                  $2.42M - $2.71M
                 |                   
                84.5K
                $10.1M
               | |
| 
                  Apr 26, 2024
                  Q1 2024
                 | 
      Schmidt P J Investment Management Inc
       Cedarburg, WI | BUY | - | 26.7K+ 64.31% |                   
                  $2.25M - $2.52M
                 |                   
                68.2K
                $8.16M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Mml Investors Services, LLC
       Springfield, MA | BUY | - | 24.9K+ 47.32% |                   
                  $2.1M - $2.35M
                 |                   
                77.5K
                $9.28M
               | |
| 
                  Apr 10, 2024
                  Q1 2024
                 | 
      Park Avenue Securities LLC
      
   | BUY | - | 23.7K+ 31.22% |                   
                  $2M - $2.24M
                 |                   
                99.7K
                $11.9M
               | |
| 
                  Apr 24, 2024
                  Q1 2024
                 | 
      Archford Capital Strategies, LLC
      
   | BUY | - | 22.4K+ 39.17% |                   
                  $1.89M - $2.11M
                 |                   
                79.4K
                $9.51M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Ameriprise Financial Inc
       Minneapolis, MN | BUY | - | 18.9K+ 96.93% |                   
                  $1.59M - $1.78M
                 |                   
                38.3K
                $4.59M
               | |
| 
                  Apr 30, 2024
                  Q1 2024
                 | 
      Mn Wealth Advisors, LLC
       Overland Park, KS | BUY | - | 17.3K+ 6.88% |                   
                  $1.46M - $1.64M
                 |                   
                269K
                $32.2M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Cetera Investment Advisers
       Schaumburg, IL | BUY | - | 15.1K+ 55.17% |                   
                  $1.27M - $1.43M
                 |                   
                42.5K
                $5.08M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Creative One Wealth, LLC
       Overland Park, KS | BUY | - | 12.5K+ 16.3% |                   
                  $1.05M - $1.18M
                 |                   
                88.9K
                $10.6M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Aptus Capital Advisors, LLC
      
   | BUY | - | 10.9KNew |                   
                  $921K - $1.03M
                 |                   
                10.9K
                $1.31M
               | |
| 
                  Apr 15, 2024
                  Q1 2024
                 | 
      Wealth Enhancement Advisory Services, LLC
      
   | BUY | - | 9.47KNew |                   
                  $799K - $895K
                 |                   
                9.47K
                $1.13M
               | |
| 
                  Nov 05, 2024
                  Q1 2024
                 | 
      Royal Bank Of Canada
       Toronto, A6 | BUY | - | 9.45K+ 20.0% |                   
                  $797K - $892K
                 |                   
                56.7K
                $6.79M
               | |
| 
                  Jul 31, 2025
                  Q1 2024
                 | 
      Brinker Capital Investments, LLC
      
   | BUY | - | 9.36K+ 9.25% |                   
                  $789K - $883K
                 |                   
                110K
                $13.2M
               | |
| 
                  May 09, 2024
                  Q1 2024
                 | 
      Orion Portfolio Solutions, LLC
      
   | BUY | - | 9.36K+ 9.25% |                   
                  $789K - $883K
                 |                   
                110K
                $13.2M
               | |
| 
                  May 06, 2024
                  Q1 2024
                 | 
      Envestnet Portfolio Solutions, Inc.
       Berwyn, PA | BUY | - | 9.18K+ 66.23% |                   
                  $775K - $867K
                 |                   
                23K
                $2.76M
               | |
| 
                  Apr 22, 2024
                  Q1 2024
                 | 
      Strategic Financial Concepts, LLC
       San Antonio, TX | BUY | - | 9.02KNew |                   
                  $761K - $852K
                 |                   
                9.02K
                $1.08M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Jane Street Group, LLC
       New York, NY | BUY | - | 8.49KNew |                   
                  $716K - $802K
                 |                   
                8.49K
                $1.02M
               | |
| 
                  Apr 22, 2024
                  Q1 2024
                 | 
      Raymond James & Associates
       St Petersburg, FL | BUY | - | 8.19KNew |                   
                  $691K - $774K
                 |                   
                8.19K
                $981K
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Integrated Wealth Concepts LLC
      
   | BUY | - | 7.54K+ 25.12% |                   
                  $636K - $712K
                 |                   
                37.5K
                $4.49M
               | |
| 
                  Apr 16, 2024
                  Q1 2024
                 | 
      Firethorn Wealth Partners, LLC
      
   | BUY | - | 7.53K+ 209.14% |                   
                  $635K - $711K
                 |                   
                11.1K
                $1.33M
               | |
| 
                  Apr 19, 2024
                  Q1 2024
                 | 
      Rosenberg Matthew Hamilton
      
   | BUY | - | 7.38K+ 81.11% |                   
                  $623K - $697K
                 |                   
                16.5K
                $1.97M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Gateway Wealth Partners, LLC
       Appleton, WI | BUY | - | 7.26K+ 63.8% |                   
                  $613K - $686K
                 |                   
                18.6K
                $2.23M
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Tower Research Capital LLC (Trc)
       New York, NY | BUY | - | 7.12K+ 1049.71% |                   
                  $600K - $672K
                 |                   
                7.8K
                $933K
               | |
| 
                  May 03, 2024
                  Q1 2024
                 | 
      Idaho Trust Bank
       Boise, ID | BUY | - | 6.88KNew |                   
                  $580K - $649K
                 |                   
                6.88K
                $823K
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Pensionmark Financial Group, LLC
       Santa Barbara, CA | BUY | - | 6.65KNew |                   
                  $561K - $628K
                 |                   
                6.65K
                $797K
               | |
| 
                  Jan 10, 2025
                  Q1 2024
                 | 
      Florida Financial Advisors, LLC
       Tampa, FL | BUY | - | 6.11K+ 6.18% |                   
                  $516K - $577K
                 |                   
                105K
                $12.6M
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Farther Finance Advisors, LLC
       San Francisco, CA | BUY | - | 5.74K+ 53.41% |                   
                  $484K - $542K
                 |                   
                16.5K
                $1.97M
               | |
| 
                  May 07, 2024
                  Q1 2024
                 | 
      Semus Wealth Partners LLC
       Boca Raton, FL | BUY | - | 4.5KNew |                   
                  $380K - $425K
                 |                   
                4.5K
                $539K
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Prudential Financial Inc
       Newark, NJ | BUY | - | 4.31KNew |                   
                  $363K - $407K
                 |                   
                4.31K
                $515K
               | |
| 
                  May 03, 2024
                  Q1 2024
                 | 
      Geneos Wealth Management Inc.
      
   | BUY | - | 3.62KNew |                   
                  $305K - $342K
                 |                   
                3.62K
                $433K
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Ancora Advisors, LLC
       Cleveland, OH | BUY | - | 3.36KNew |                   
                  $283K - $317K
                 |                   
                3.36K
                $402K
               | |
| 
                  May 02, 2024
                  Q1 2024
                 | 
      Whittier Trust CO Of Nevada Inc
      
   | BUY | - | 3.27K+ 111.71% |                   
                  $276K - $309K
                 |                   
                6.2K
                $742K
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Cetera Advisors LLC
       Denver, CO | BUY | - | 3.26K+ 35.99% |                   
                  $275K - $308K
                 |                   
                12.3K
                $1.48M
               | |
| 
                  Apr 19, 2024
                  Q1 2024
                 | 
      Wealthfront Advisers LLC
      
   | BUY | - | 2.88KNew |                   
                  $243K - $272K
                 |                   
                2.88K
                $345K
               | |
| 
                  May 10, 2024
                  Q1 2024
                 | 
      Betterment LLC
       New York, NY | BUY | - | 2.78K+ 105.61% |                   
                  $235K - $263K
                 |                   
                5.42K
                $649K
               |