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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.09K+ 278.8% |
$155K - $180K
|
2.84K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.01K+ 24.28% |
$148K - $173K
|
10.3K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.73K+ 13.03% |
$128K - $149K
|
15K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.55K+ 41.56% |
$115K - $134K
|
5.29K
$584K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.37K+ 22.87% |
$102K - $118K
|
7.38K
$816K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.36K+ 7.44% |
$100K - $117K
|
19.6K
$2.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 25.72% |
$96K - $112K
|
6.34K
$700K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.28K+ 16.35% |
$94.6K - $110K
|
9.1K
$1.01M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.18KNew |
$87.6K - $102K
|
1.18K
$131K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
741+ 14.01% |
$54.8K - $63.9K
|
6.03K
$666K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
678New |
$50.2K - $58.4K
|
678
$74.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
434+ 1085.0% |
$32.1K - $37.4K
|
474
$52.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
404New |
$29.9K - $34.8K
|
404
$44.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
394+ 15.04% |
$29.2K - $34K
|
3.01K
$333K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
371New |
$27.5K - $32K
|
371
$41K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
351+ 4.17% |
$26K - $30.3K
|
8.78K
$969K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
236+ 7.59% |
$17.5K - $20.3K
|
3.34K
$369K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
161+ 141.23% |
$11.9K - $13.9K
|
275
$30.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
113+ 9.32% |
$8.36K - $9.74K
|
1.33K
$146K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
103+ 29.6% |
$7.62K - $8.88K
|
451
$49.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
101New |
$7.47K - $8.71K
|
101
$11.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
90New |
$6.66K - $7.76K
|
90
$9.94K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
57New |
$4.22K - $4.91K
|
57
$6.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
34+ 1.82% |
$2.52K - $2.93K
|
1.9K
$210K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
16New |
$1.18K - $1.38K
|
16
$1.77K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.13% |
$296 - $345
|
3.1K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$74 - $86.2
|
127
$14K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10- 0.25% |
$740 - $862
|
4.04K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33- 12.27% |
$2.44K - $2.84K
|
236
$26.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-79- 24.61% |
$5.85K - $6.81K
|
242
$26.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-238- 33.43% |
$17.6K - $20.5K
|
474
$52.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-343- 2.73% |
$25.4K - $29.6K
|
12.2K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-500- 16.88% |
$37K - $43.1K
|
2.46K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.21K- 1.18% |
$89.6K - $104K
|
101K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.54K- 7.35% |
$114K - $133K
|
19.5K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 5.41% |
$149K - $173K
|
35.1K
$3.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.44K- 14.59% |
$181K - $211K
|
14.3K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.81K- 10.34% |
$652K - $760K
|
76.4K
$8.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-36.6K- 25.74% |
$2.71M - $3.15M
|
106K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-159K- 1.88% |
$11.8M - $13.7M
|
8.3M
$917M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-371K- 29.28% |
$27.4M - $31.9M
|
895K
$98.8M
|