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 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.32K- 18.35% |
$260K - $282K
|
10.3K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.37K- 22.24% |
$265K - $288K
|
8.3K
$993K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.74K- 3.51% |
$306K - $332K
|
75.3K
$9.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 12.7% |
$340K - $369K
|
20.9K
$2.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.29K- 26.87% |
$1.04M - $1.13M
|
25.3K
$3.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-11.2K- 45.34% |
$1.25M - $1.36M
|
13.5K
$1.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-12.4K- 76.93% |
$1.38M - $1.5M
|
3.71K
$444K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-43.3K- 69.12% |
$4.84M - $5.25M
|
19.4K
$2.32M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-486K- 83.59% |
$54.4M - $59M
|
95.5K
$11.4M
|