Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
392K+ 42.37% |
$29M - $33.8M
|
1.32M
$136M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
367K+ 44.32% |
$27.1M - $31.6M
|
1.19M
$123M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
252KNew |
$18.6M - $21.7M
|
252K
$26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
224K+ 11478.31% |
$16.6M - $19.3M
|
226K
$23.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
208K+ 30.28% |
$15.4M - $17.9M
|
895K
$92.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
182K+ 49.18% |
$13.5M - $15.7M
|
552K
$57.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
127K+ 22.25% |
$9.38M - $10.9M
|
697K
$72M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
111K+ 19.67% |
$8.2M - $9.55M
|
674K
$69.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.5K+ 39.23% |
$5.51M - $6.42M
|
264K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.7K+ 2337.15% |
$4.94M - $5.75M
|
69.6K
$7.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
48.8K+ 8.45% |
$3.61M - $4.2M
|
626K
$64.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.5K+ 11.07% |
$2.56M - $2.98M
|
347K
$35.8M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
30.5KNew |
$2.26M - $2.63M
|
30.5K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.6KNew |
$2.04M - $2.38M
|
27.6K
$2.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
27.1K+ 90.72% |
$2.01M - $2.34M
|
57.1K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.1K+ 23.33% |
$1.78M - $2.07M
|
127K
$13.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
21.6K+ 39.78% |
$1.6M - $1.86M
|
75.9K
$7.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.1K+ 67.13% |
$1.56M - $1.82M
|
52.6K
$5.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.2K+ 76.34% |
$1.28M - $1.49M
|
39.8K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15K+ 36.71% |
$1.11M - $1.29M
|
55.8K
$5.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
14.5KNew |
$1.07M - $1.25M
|
14.5K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.3K+ 1676.2% |
$985K - $1.15M
|
14.1K
$1.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1KNew |
$749K - $872K
|
10.1K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
8.7K+ 27.0% |
$644K - $750K
|
40.9K
$4.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.51K+ 39.56% |
$629K - $733K
|
30K
$3.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.52K+ 118.4% |
$556K - $648K
|
13.9K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.82K+ 19.67% |
$505K - $588K
|
41.5K
$4.29M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.65K+ 8.24% |
$492K - $573K
|
87.3K
$9.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.92K+ 27.57% |
$438K - $510K
|
27.4K
$2.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.72KNew |
$423K - $493K
|
5.72K
$591K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.46K+ 22.55% |
$404K - $470K
|
29.6K
$3.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.45KNew |
$404K - $470K
|
5.45K
$564K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.98KNew |
$368K - $429K
|
4.98K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.68K+ 69.88% |
$346K - $403K
|
11.4K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.25KNew |
$314K - $366K
|
4.25K
$439K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.18K+ 41.42% |
$309K - $360K
|
14.3K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.83K+ 34.32% |
$284K - $330K
|
15K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.62K+ 60.76% |
$268K - $312K
|
9.57K
$990K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.6KNew |
$266K - $310K
|
3.6K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.95KNew |
$218K - $254K
|
2.95K
$305K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.93KNew |
$217K - $252K
|
2.93K
$303K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.81K+ 8.56% |
$208K - $242K
|
35.6K
$3.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.7KNew |
$200K - $233K
|
2.7K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.64KNew |
$195K - $227K
|
2.64K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.53K+ 20.89% |
$187K - $218K
|
14.6K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.45K+ 29.34% |
$181K - $211K
|
10.8K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.45K+ 37.08% |
$181K - $211K
|
9.06K
$937K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.23K+ 65.46% |
$165K - $192K
|
5.64K
$584K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.09K+ 278.8% |
$155K - $180K
|
2.84K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.01K+ 24.28% |
$148K - $173K
|
10.3K
$1.06M
|