Purchases and Sales Made in Q3 2025 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 2025. 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 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
169K+ 5.42% |
$18.9M - $20.5M
|
3.29M
$394M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
157K+ 71.0% |
$17.5M - $19M
|
378K
$45.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50.3KNew |
$5.62M - $6.09M
|
50.3K
$6.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
41.8K+ 92.36% |
$4.67M - $5.07M
|
87K
$10.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34.6KNew |
$3.87M - $4.2M
|
34.6K
$4.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
22.3K+ 18.61% |
$2.49M - $2.7M
|
142K
$17M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
15.4K+ 15.31% |
$1.72M - $1.87M
|
116K
$13.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 2.86% |
$1.29M - $1.4M
|
414K
$49.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11KNew |
$1.23M - $1.34M
|
11K
$1.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.62K+ 26.62% |
$963K - $1.05M
|
41K
$4.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.55K+ 1.76% |
$956K - $1.04M
|
495K
$59.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.61K+ 2.92% |
$739K - $801K
|
233K
$27.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.86KNew |
$543K - $589K
|
4.86K
$581K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.57K+ 4.28% |
$511K - $555K
|
112K
$13.4M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.05K+ 9.59% |
$453K - $491K
|
46.3K
$5.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.56KNew |
$398K - $432K
|
3.56K
$427K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.27KNew |
$365K - $396K
|
3.27K
$391K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.62K+ 32.17% |
$293K - $318K
|
10.8K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.46K+ 9.57% |
$274K - $298K
|
28.1K
$3.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.31K+ 8.72% |
$258K - $280K
|
28.7K
$3.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.26K+ 24.35% |
$253K - $275K
|
11.6K
$1.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.79KNew |
$200K - $217K
|
1.79K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.7K+ 21.93% |
$189K - $206K
|
9.42K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.68K+ 57.24% |
$188K - $204K
|
4.62K
$552K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.62K+ 7.43% |
$182K - $197K
|
23.5K
$2.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.4KNew |
$156K - $170K
|
1.4K
$168K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.14K+ 17.99% |
$128K - $139K
|
7.5K
$898K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.11KNew |
$124K - $134K
|
1.11K
$132K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.02K+ 0.49% |
$114K - $123K
|
207K
$24.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
249+ 1.68% |
$27.8K - $30.2K
|
15K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
224+ 3.89% |
$25K - $27.2K
|
5.99K
$717K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
158+ 1.1% |
$17.7K - $19.2K
|
14.5K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
148+ 4.01% |
$16.5K - $17.9K
|
3.84K
$459K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
120+ 9.71% |
$13.4K - $14.6K
|
1.36K
$162K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.24% |
$1.56K - $1.7K
|
5.76K
$689K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13+ 0.05% |
$1.45K - $1.58K
|
25.4K
$3.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 0.32% |
$782 - $849
|
2.21K
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.31% |
$671 - $728
|
1.97K
$235K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2+ 25.0% |
$224 - $243
|
10
$1.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-4- 1.65% |
$447 - $485
|
238
$28.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-45- 0.33% |
$5.03K - $5.46K
|
13.5K
$1.62M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-65- 2.94% |
$7.27K - $7.88K
|
2.15K
$257K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-125- 2.94% |
$14K - $15.2K
|
4.13K
$494K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-200- 10.08% |
$22.4K - $24.3K
|
1.78K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-409- 2.03% |
$45.7K - $49.6K
|
19.8K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-497- 3.48% |
$55.5K - $60.3K
|
13.8K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-725- 12.38% |
$81K - $87.9K
|
5.13K
$614K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-857- 1.12% |
$95.8K - $104K
|
75.4K
$9.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.13K- 4.41% |
$126K - $137K
|
24.5K
$2.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.32K- 18.35% |
$260K - $282K
|
10.3K
$1.24M
|