Purchases and Sales Made in Q2 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 Q2 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 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
423K+ 27.01% |
$37.8M - $41.8M
|
1.99M
$206M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
247K+ 2740.43% |
$22.1M - $24.4M
|
256K
$26.5M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 13.58% |
$13.5M - $14.9M
|
1.27M
$131M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 13.58% |
$13.5M - $14.9M
|
1.27M
$131M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
121KNew |
$10.8M - $11.9M
|
121K
$12.5M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 13.93% |
$9.49M - $10.5M
|
868K
$89.8M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
106K+ 1047.28% |
$9.44M - $10.4M
|
116K
$12M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.1K+ 5.8% |
$8.23M - $9.1M
|
1.68M
$174M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
87.7K+ 9.83% |
$7.84M - $8.67M
|
980K
$101M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.3K+ 14.1% |
$4.05M - $4.48M
|
367K
$37.9M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
41.6K+ 6.86% |
$3.72M - $4.11M
|
648K
$67M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
35.5KNew |
$3.17M - $3.51M
|
35.5K
$3.67M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.4K+ 16.68% |
$2.72M - $3.01M
|
213K
$22M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28K+ 20.12% |
$2.51M - $2.77M
|
167K
$17.3M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.7K+ 8.73% |
$2.39M - $2.64M
|
333K
$34.4M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.3KNew |
$1.73M - $1.91M
|
19.3K
$2M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
16.6KNew |
$1.48M - $1.64M
|
16.6K
$1.71M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.6K+ 18.8% |
$1.3M - $1.44M
|
92.1K
$9.52M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.57K+ 8.66% |
$855K - $945K
|
120K
$12.4M
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
8.62KNew |
$771K - $852K
|
8.62K
$892K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.4KNew |
$751K - $830K
|
8.4K
$869K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.28K+ 255.48% |
$740K - $818K
|
11.5K
$1.19M
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
6.86KNew |
$613K - $678K
|
6.86K
$709K
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
6.62K+ 155.95% |
$592K - $654K
|
10.9K
$1.12M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.56K+ 6.58% |
$587K - $648K
|
106K
$11M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.45K+ 27.98% |
$577K - $637K
|
29.5K
$3.05M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.43KNew |
$575K - $636K
|
6.43K
$665K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.26K+ 16.32% |
$560K - $618K
|
44.6K
$4.61M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.76KNew |
$515K - $569K
|
5.76K
$596K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.34K+ 28.64% |
$477K - $528K
|
24K
$2.48M
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.18K+ 1.92% |
$463K - $512K
|
274K
$28.4M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.06K+ 117.42% |
$452K - $500K
|
9.36K
$968K
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.03KNew |
$450K - $497K
|
5.03K
$520K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.8K+ 43.96% |
$429K - $474K
|
15.7K
$1.62M
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.64K+ 67.48% |
$415K - $459K
|
11.5K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.51K+ 83.15% |
$403K - $445K
|
9.93K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.25K+ 11.32% |
$380K - $420K
|
41.8K
$4.32M
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.19K+ 39.74% |
$375K - $414K
|
14.7K
$1.52M
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.54KNew |
$316K - $349K
|
3.54K
$366K
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.45K+ 5.05% |
$308K - $341K
|
71.6K
$7.41M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 21.58% |
$302K - $333K
|
19K
$1.96M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.04KNew |
$272K - $301K
|
3.04K
$315K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.02KNew |
$270K - $299K
|
3.02K
$312K
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.8K+ 3.53% |
$250K - $277K
|
82.2K
$8.5M
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.48K+ 7.95% |
$222K - $245K
|
33.7K
$3.48M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 38.74% |
$197K - $218K
|
7.9K
$817K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.06K+ 5.5% |
$184K - $204K
|
39.5K
$4.08M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.51K+ 41.71% |
$135K - $149K
|
5.13K
$530K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.24K+ 7.53% |
$111K - $123K
|
17.7K
$1.83M
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.21K+ 14.83% |
$108K - $119K
|
9.35K
$967K
|