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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-130- 1.09% |
$9.43K - $10.4K
|
11.8K
$1.26M
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-477- 20.87% |
$34.6K - $38K
|
1.81K
$193K
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-560- 1.92% |
$40.6K - $44.6K
|
28.6K
$3.05M
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-721- 4.05% |
$52.3K - $57.5K
|
17.1K
$1.83M
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-770- 18.77% |
$55.9K - $61.4K
|
3.33K
$356K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-807- 10.02% |
$58.6K - $64.3K
|
7.25K
$774K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.24K- 2.28% |
$90.2K - $99.1K
|
53.4K
$5.7M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.47K- 86.78% |
$107K - $117K
|
224
$23.9K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.63K- 19.61% |
$191K - $210K
|
10.8K
$1.15M
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.05K- 34.12% |
$294K - $323K
|
7.83K
$835K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.31K- 16.53% |
$603K - $662K
|
42K
$4.48M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.3K- 13.28% |
$890K - $978K
|
80.1K
$8.55M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-22.3K- 4.99% |
$1.62M - $1.78M
|
425K
$45.4M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-55.6K- 60.7% |
$4.04M - $4.43M
|
36K
$3.85M
|