Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.42M+ 20.44% |
$103M - $113M
|
8.36M
$902M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
175K+ 41.29% |
$12.7M - $14M
|
600K
$64.7M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
165K+ 39.77% |
$12M - $13.2M
|
581K
$62.6M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
79K+ 517.79% |
$5.74M - $6.3M
|
94.3K
$10.2M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71.5K+ 23.87% |
$5.19M - $5.7M
|
371K
$40M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.9K+ 6.73% |
$3.55M - $3.9M
|
775K
$83.6M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36.9KNew |
$2.68M - $2.94M
|
36.9K
$3.98M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.6K+ 35.31% |
$1.57M - $1.73M
|
83K
$8.95M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.3KNew |
$1.11M - $1.22M
|
15.3K
$1.65M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.5KNew |
$904K - $993K
|
12.5K
$1.34M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.35K+ 1.29% |
$533K - $586K
|
577K
$62.3M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
7.18K+ 60.8% |
$521K - $572K
|
19K
$2.05M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.07K+ 65.61% |
$440K - $484K
|
15.3K
$1.65M
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4.5KNew |
$327K - $359K
|
4.5K
$485K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.14KNew |
$300K - $330K
|
4.14K
$446K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.05KNew |
$294K - $323K
|
4.05K
$437K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.63KNew |
$263K - $289K
|
3.63K
$391K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.41K+ 2.14% |
$248K - $272K
|
163K
$17.6M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.45K+ 2.68% |
$178K - $196K
|
94.1K
$10.1M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.41K+ 13.9% |
$175K - $192K
|
19.7K
$2.13M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.2K+ 101.66% |
$160K - $175K
|
4.36K
$471K
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.17K+ 20.57% |
$158K - $173K
|
12.7K
$1.37M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.05K+ 11.77% |
$149K - $163K
|
19.5K
$2.1M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.84K+ 112.3% |
$134K - $147K
|
3.49K
$376K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 18.5% |
$122K - $134K
|
10.7K
$1.16M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 18.5% |
$122K - $134K
|
10.7K
$1.16M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
948+ 1.57% |
$68.8K - $75.6K
|
61.4K
$6.62M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
882+ 12.14% |
$64K - $70.3K
|
8.15K
$879K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
769New |
$55.8K - $61.3K
|
769
$82.9K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
734+ 513.29% |
$53.3K - $58.5K
|
877
$94.6K
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
731+ 19.82% |
$53K - $58.3K
|
4.42K
$477K
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
583+ 2.45% |
$42.3K - $46.5K
|
24.4K
$2.63M
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
348New |
$25.3K - $27.7K
|
348
$37.5K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
277New |
$20.1K - $22.1K
|
277
$29.9K
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
199+ 2.48% |
$14.4K - $15.9K
|
8.24K
$888K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
126New |
$9.14K - $10K
|
126
$13.6K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
114New |
$8.27K - $9.09K
|
114
$12.3K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
88+ 4.89% |
$6.39K - $7.01K
|
1.89K
$204K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
86+ 1.11% |
$6.24K - $6.86K
|
7.81K
$843K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70New |
$5.08K - $5.58K
|
70
$7.55K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
54+ 8.91% |
$3.92K - $4.3K
|
660
$71.2K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
50+ 23.7% |
$3.63K - $3.99K
|
261
$28.1K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5+ 0.16% |
$363 - $399
|
3.1K
$334K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.45% |
$145 - $159
|
450
$48.5K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5- 0.26% |
$363 - $399
|
1.95K
$210K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-39- 45.88% |
$2.83K - $3.11K
|
46
$4.96K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-42- 10.88% |
$3.05K - $3.35K
|
344
$37.1K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.82% |
$4.64K - $5.1K
|
3.45K
$373K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-72- 2.19% |
$5.23K - $5.74K
|
3.22K
$347K
|