Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
328K+ 782.29% |
$25.2M - $27.1M
|
370K
$39.9M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
259K+ 484.43% |
$19.9M - $21.3M
|
312K
$33.6M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
227K+ 37.78% |
$17.4M - $18.7M
|
827K
$89.2M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
199K+ 53.5% |
$15.2M - $16.4M
|
570K
$61.5M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 19.36% |
$11.5M - $12.4M
|
925K
$99.7M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
138K+ 32.5% |
$10.6M - $11.4M
|
563K
$60.7M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 18.27% |
$8.14M - $8.76M
|
687K
$74.1M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100K+ 1.2% |
$7.69M - $8.27M
|
8.46M
$913M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
80.8K+ 131.55% |
$6.2M - $6.67M
|
142K
$15.3M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
54.3KNew |
$4.17M - $4.49M
|
54.3K
$5.86M
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
34.7KNew |
$2.66M - $2.86M
|
34.7K
$3.74M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.5KNew |
$2.42M - $2.6M
|
31.5K
$3.39M
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
29.9KNew |
$2.3M - $2.47M
|
29.9K
$3.23M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.6K+ 16.31% |
$2.04M - $2.2M
|
190K
$20.5M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.1KNew |
$1.85M - $1.99M
|
24.1K
$2.6M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.3K+ 109.59% |
$1.64M - $1.76M
|
40.8K
$4.4M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.4K+ 23.36% |
$1.49M - $1.6M
|
102K
$11M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.6K+ 174.58% |
$1.05M - $1.13M
|
21.5K
$2.31M
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
13.2K+ 69.78% |
$1.02M - $1.09M
|
32.2K
$3.47M
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
10.1KNew |
$775K - $833K
|
10.1K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.02K+ 9.59% |
$693K - $745K
|
103K
$11.1M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.26K+ 47.36% |
$557K - $599K
|
22.6K
$2.43M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.61KNew |
$507K - $546K
|
6.61K
$713K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.35KNew |
$487K - $524K
|
6.35K
$685K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.96KNew |
$457K - $492K
|
5.96K
$642K
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5.29KNew |
$406K - $437K
|
5.29K
$570K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
4.18K+ 14.62% |
$321K - $345K
|
32.8K
$3.54M
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.02K+ 31.58% |
$308K - $332K
|
16.7K
$1.81M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.97K+ 48.68% |
$305K - $327K
|
12.1K
$1.31M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.41KNew |
$262K - $282K
|
3.41K
$368K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.07K+ 84.55% |
$236K - $253K
|
6.7K
$722K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.86KNew |
$219K - $236K
|
2.86K
$308K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.62KNew |
$201K - $216K
|
2.62K
$283K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.79K+ 9.1% |
$138K - $148K
|
21.5K
$2.32M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.51K+ 33.5% |
$116K - $124K
|
6.01K
$648K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 12.04% |
$109K - $118K
|
13.3K
$1.43M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.21KNew |
$93.1K - $100K
|
1.21K
$131K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.15K+ 6.7% |
$88K - $94.6K
|
18.2K
$1.97M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.02K+ 1458.57% |
$78.4K - $84.3K
|
1.09K
$118K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.01K+ 13.92% |
$77.5K - $83.3K
|
8.26K
$891K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
794New |
$60.9K - $65.5K
|
794
$85.6K
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
623+ 14.1% |
$47.8K - $51.4K
|
5.04K
$544K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
492+ 0.61% |
$37.8K - $40.6K
|
80.6K
$8.69M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
424+ 3.95% |
$32.5K - $35K
|
11.2K
$1.2M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
404New |
$31K - $33.4K
|
404
$43.6K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
269New |
$20.6K - $22.2K
|
269
$29K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
251+ 7.2% |
$19.3K - $20.7K
|
3.74K
$403K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
249+ 0.67% |
$19.1K - $20.6K
|
37.1K
$4.01M
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
187+ 2.27% |
$14.4K - $15.4K
|
8.42K
$909K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
111New |
$8.52K - $9.16K
|
111
$12K
|