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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.01K+ 6.1% |
$467K - $519K
|
87.2K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.86K+ 11.64% |
$453K - $504K
|
46.7K
$5.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.64K+ 6.48% |
$433K - $481K
|
76.3K
$9.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.63K+ 49.41% |
$431K - $479K
|
14K
$1.67M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.6K+ 4.14% |
$429K - $477K
|
116K
$13.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.23K+ 49.35% |
$395K - $438K
|
12.8K
$1.53M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.12K+ 23.27% |
$384K - $427K
|
21.8K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.08K+ 14.26% |
$380K - $422K
|
32.7K
$3.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
3.14KNew |
$293K - $325K
|
3.14K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.99KNew |
$279K - $310K
|
2.99K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.83K+ 19.24% |
$264K - $294K
|
17.6K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 22.38% |
$236K - $262K
|
13.8K
$1.66M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.4K+ 37.27% |
$224K - $248K
|
8.83K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 9.86% |
$220K - $245K
|
26.3K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.27KNew |
$211K - $235K
|
2.27K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.26K+ 11.88% |
$210K - $234K
|
21.3K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2KNew |
$205K - $228K
|
2.2K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.18K+ 167.67% |
$203K - $226K
|
3.48K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.99KNew |
$185K - $206K
|
1.99K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.82K+ 28.94% |
$169K - $188K
|
8.09K
$968K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.31K+ 19.06% |
$122K - $135K
|
8.17K
$977K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.17K+ 20.38% |
$109K - $122K
|
6.94K
$830K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.12K+ 12.0% |
$105K - $116K
|
10.5K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.1KNew |
$102K - $114K
|
1.1K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 12.87% |
$94.7K - $105K
|
8.91K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
871+ 14.0% |
$81.2K - $90.2K
|
7.09K
$849K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
779+ 14.96% |
$72.6K - $80.7K
|
5.99K
$716K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
616+ 12.24% |
$57.4K - $63.8K
|
5.65K
$676K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
569+ 18.53% |
$53K - $58.9K
|
3.64K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
549+ 1.39% |
$51.2K - $56.9K
|
40K
$4.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
478+ 23.33% |
$44.6K - $49.5K
|
2.53K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
384+ 60.38% |
$35.8K - $39.8K
|
1.02K
$122K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
314+ 10.1% |
$29.3K - $32.5K
|
3.42K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
284+ 2.86% |
$26.5K - $29.4K
|
10.2K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
256+ 11.22% |
$23.9K - $26.5K
|
2.54K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
208New |
$19.4K - $21.5K
|
208
$24.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
120New |
$11.2K - $12.4K
|
120
$14.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
113New |
$10.5K - $11.7K
|
113
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78New |
$7.27K - $8.08K
|
78
$9.34K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
78New |
$7.27K - $8.08K
|
78
$9.34K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56New |
$5.22K - $5.8K
|
56
$6.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
34+ 5.23% |
$3.17K - $3.52K
|
684
$81.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32+ 0.62% |
$2.98K - $3.31K
|
5.16K
$618K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
29+ 4.44% |
$2.7K - $3K
|
682
$81.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
26New |
$2.42K - $2.69K
|
26
$3.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
18+ 0.51% |
$1.68K - $1.86K
|
3.55K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15New |
$1.4K - $1.55K
|
15
$1.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 4.31% |
$839 - $932
|
218
$26.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3+ 0.03% |
$280 - $311
|
8.63K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.3% |
$93.2 - $104
|
338
$40.5K
|