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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.77K+ 19.09% |
$233K - $261K
|
17.2K
$2.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.53K+ 17.7% |
$213K - $239K
|
16.8K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.35K+ 41.65% |
$198K - $222K
|
8K
$957K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.25KNew |
$190K - $213K
|
2.25K
$270K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.94K+ 13.27% |
$164K - $183K
|
16.6K
$1.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.77K+ 20.11% |
$149K - $167K
|
10.5K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.73K+ 40.79% |
$146K - $164K
|
5.98K
$716K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.56K+ 5.26% |
$132K - $147K
|
31.2K
$3.74M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5K+ 50.98% |
$127K - $142K
|
4.45K
$532K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.17K+ 3.27% |
$98.3K - $110K
|
36.8K
$4.4M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.15K+ 11.23% |
$97.3K - $109K
|
11.4K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.1K+ 20.78% |
$92.7K - $104K
|
6.39K
$765K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.02KNew |
$86.1K - $96.3K
|
1.02K
$122K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
795+ 27.98% |
$67.1K - $75.1K
|
3.64K
$435K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
761+ 10.31% |
$64.2K - $71.9K
|
8.14K
$975K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
680New |
$57.4K - $64.2K
|
680
$81.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
650+ 0.74% |
$54.8K - $61.4K
|
87.9K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
639+ 4.26% |
$53.9K - $60.3K
|
15.6K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
537+ 8.47% |
$45.3K - $50.7K
|
6.88K
$823K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
413+ 3.38% |
$34.8K - $39K
|
12.6K
$1.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
388New |
$32.7K - $36.6K
|
388
$46.4K
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
347+ 1.14% |
$29.3K - $32.8K
|
30.8K
$3.69M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
346+ 17.44% |
$29.2K - $32.7K
|
2.33K
$279K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
307+ 1.57% |
$25.9K - $29K
|
19.9K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
282+ 23.82% |
$23.8K - $26.6K
|
1.47K
$175K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
277+ 74.66% |
$23.4K - $26.2K
|
648
$77.6K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
179New |
$15.1K - $16.9K
|
179
$21.4K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
136+ 28.69% |
$11.5K - $12.8K
|
610
$73K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
117+ 6.15% |
$9.87K - $11K
|
2.02K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
82New |
$6.92K - $7.74K
|
82
$9.82K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52+ 18.91% |
$4.39K - $4.91K
|
327
$39.1K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
31New |
$2.62K - $2.93K
|
31
$3.71K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21New |
$1.77K - $1.98K
|
21
$2.51K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18+ 7.63% |
$1.52K - $1.7K
|
254
$30.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3+ 0.67% |
$253 - $283
|
454
$54.3K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$169 - $189
|
3.11K
$372K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-6- 0.1% |
$506 - $567
|
5.71K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-28- 2.11% |
$2.36K - $2.64K
|
1.3K
$155K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-29- 11.98% |
$2.45K - $2.74K
|
213
$25.5K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-33- 1.22% |
$2.78K - $3.12K
|
2.67K
$320K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42- 0.42% |
$3.54K - $3.97K
|
10.1K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-73- 15.4% |
$6.16K - $6.89K
|
401
$48K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-500- 18.34% |
$42.2K - $47.2K
|
2.23K
$267K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-826- 24.7% |
$69.7K - $78K
|
2.52K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.21K- 22.15% |
$102K - $114K
|
4.25K
$508K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.39K- 27.98% |
$117K - $131K
|
3.58K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.75K- 12.27% |
$148K - $166K
|
12.5K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.86K- 75.71% |
$157K - $176K
|
598
$71.6K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.48K- 8.51% |
$294K - $329K
|
37.4K
$4.48M
|