Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
564KNew |
$56.1M - $62.6M
|
564K
$54.8M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
52.3K+ 33.79% |
$5.21M - $5.81M
|
207K
$20.1M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
49.1KNew |
$4.88M - $5.45M
|
49.1K
$4.77M
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
41.4K+ 10.47% |
$4.12M - $4.6M
|
437K
$42.5M
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
18.2KNew |
$1.81M - $2.02M
|
18.2K
$1.77M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.01K+ 32.47% |
$796K - $888K
|
32.7K
$3.17M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.32K+ 3.98% |
$330K - $368K
|
86.7K
$8.41M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.46K+ 18.7% |
$245K - $273K
|
15.6K
$1.52M
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 8.77% |
$184K - $205K
|
22.9K
$2.22M
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.83K+ 353.88% |
$182K - $203K
|
2.34K
$227K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
759+ 1.62% |
$75.5K - $84.2K
|
47.7K
$4.63M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
718+ 31.44% |
$71.4K - $79.7K
|
3K
$291K
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
654+ 19.59% |
$65.1K - $72.6K
|
3.99K
$388K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 0.48% |
$8.96K - $9.99K
|
19K
$1.84M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-383Closed |
$38.1K - $42.5K
|
0
$0
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.73K- 18.32% |
$172K - $192K
|
7.72K
$749K
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-2.88K- 39.74% |
$286K - $319K
|
4.36K
$424K
|