Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
780K+ 26.62% |
$72.7M - $80.8M
|
3.71M
$400M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
536K+ 31.92% |
$50M - $55.5M
|
2.22M
$239M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
533K+ 26.8% |
$49.7M - $55.2M
|
2.52M
$272M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
496KNew |
$46.2M - $51.3M
|
496K
$53.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 34.52% |
$27.9M - $31M
|
1.17M
$126M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
197KNew |
$18.4M - $20.4M
|
197K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
122K+ 12.46% |
$11.4M - $12.6M
|
1.1M
$119M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
122K+ 33.27% |
$11.4M - $12.6M
|
489K
$52.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
119KNew |
$11.1M - $12.4M
|
119K
$12.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 99.31% |
$10.7M - $11.9M
|
230K
$24.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
89.7K+ 19.23% |
$8.36M - $9.29M
|
556K
$60M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.4K+ 5.09% |
$6M - $6.67M
|
1.33M
$143M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
52.9K+ 47.3% |
$4.93M - $5.48M
|
165K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51K+ 30.51% |
$4.76M - $5.29M
|
218K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.9KNew |
$4.65M - $5.17M
|
49.9K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.3K+ 165.89% |
$4.22M - $4.69M
|
72.5K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.7K+ 91.36% |
$3.8M - $4.22M
|
85.4K
$9.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.7K+ 18.63% |
$3.7M - $4.11M
|
252K
$27.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.4K+ 42.83% |
$3.68M - $4.08M
|
131K
$14.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33K+ 9.92% |
$3.08M - $3.42M
|
366K
$39.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
33K+ 31.05% |
$3.07M - $3.42M
|
139K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32K+ 38.73% |
$2.98M - $3.31M
|
115K
$12.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
31K+ 46270.15% |
$2.89M - $3.21M
|
31.1K
$3.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29.2K+ 4.51% |
$2.72M - $3.03M
|
677K
$73.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24K+ 70.6% |
$2.23M - $2.48M
|
57.9K
$6.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
23.2K+ 8.44% |
$2.16M - $2.4M
|
298K
$32.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 123.88% |
$1.71M - $1.9M
|
33.1K
$3.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.7K+ 56.57% |
$1.56M - $1.73M
|
46.2K
$4.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16KNew |
$1.5M - $1.66M
|
16K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16KNew |
$1.5M - $1.66M
|
16K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.1KNew |
$1.13M - $1.25M
|
12.1K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.4KNew |
$968K - $1.08M
|
10.4K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.2KNew |
$953K - $1.06M
|
10.2K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
9.19K+ 79.61% |
$857K - $952K
|
20.7K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8.5K+ 73.78% |
$792K - $880K
|
20K
$2.16M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.73K+ 9.56% |
$721K - $801K
|
88.7K
$9.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.25K+ 6.04% |
$675K - $750K
|
127K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.77K+ 5.6% |
$631K - $701K
|
128K
$13.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.77K+ 38.16% |
$631K - $701K
|
24.5K
$2.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.66K+ 42.37% |
$621K - $690K
|
22.4K
$2.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.62K+ 19.65% |
$617K - $686K
|
40.3K
$4.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6.59K+ 18.55% |
$614K - $682K
|
42.1K
$4.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.99K+ 36.07% |
$558K - $620K
|
22.6K
$2.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
5.86KNew |
$546K - $607K
|
5.86K
$632K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.62K+ 184.71% |
$524K - $582K
|
8.66K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.5K+ 65.48% |
$513K - $570K
|
13.9K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.31K+ 66.04% |
$495K - $550K
|
13.3K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.01K+ 6.1% |
$467K - $519K
|
87.2K
$9.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.86K+ 11.64% |
$453K - $504K
|
46.7K
$5.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.64K+ 6.48% |
$433K - $481K
|
76.3K
$8.23M
|