Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.59K+ 2.03% |
$265K - $285K
|
130K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.54K+ 3.32% |
$260K - $279K
|
78.8K
$9.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.43K+ 71.01% |
$249K - $268K
|
5.85K
$701K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.33KNew |
$239K - $257K
|
2.33K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.24K+ 17.47% |
$229K - $247K
|
15K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.19KNew |
$224K - $241K
|
2.19K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1KNew |
$215K - $232K
|
2.1K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.1K+ 10.48% |
$215K - $231K
|
22.1K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.83K+ 1.55% |
$187K - $201K
|
120K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.76KNew |
$180K - $194K
|
1.76K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.61KNew |
$165K - $177K
|
1.61K
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.53K+ 17.67% |
$157K - $169K
|
10.2K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.47K+ 1.27% |
$151K - $162K
|
117K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.33K+ 7.57% |
$136K - $146K
|
18.9K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.13K+ 2.53% |
$115K - $124K
|
45.6K
$5.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.03K+ 29.01% |
$105K - $113K
|
4.57K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.01KNew |
$104K - $112K
|
1.01K
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
962+ 186.8% |
$98.6K - $106K
|
1.48K
$177K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
744+ 13.57% |
$76.2K - $82K
|
6.23K
$745K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730New |
$74.8K - $80.4K
|
730
$87.4K
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
699+ 29.97% |
$71.6K - $77K
|
3.03K
$363K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
683+ 7.38% |
$70K - $75.2K
|
9.94K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
647+ 11.46% |
$66.3K - $71.3K
|
6.29K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
585+ 20.89% |
$59.9K - $64.4K
|
3.39K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
549+ 53.82% |
$56.3K - $60.5K
|
1.57K
$188K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
516New |
$52.9K - $56.8K
|
516
$61.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
440+ 20.03% |
$45.1K - $48.5K
|
2.64K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434+ 8.41% |
$44.5K - $47.8K
|
5.6K
$670K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
383New |
$39.2K - $42.2K
|
383
$45.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
359+ 3.43% |
$36.8K - $39.6K
|
10.8K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
347+ 5.0% |
$35.6K - $38.2K
|
7.28K
$872K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
346+ 4.41% |
$35.5K - $38.1K
|
8.19K
$981K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
335New |
$34.3K - $36.9K
|
335
$40.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
333New |
$34.1K - $36.7K
|
333
$39.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
304+ 1.47% |
$31.1K - $33.5K
|
21K
$2.52M
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
176New |
$18K - $19.4K
|
176
$21.1K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
176New |
$18K - $19.4K
|
176
$21.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
174+ 1160.0% |
$17.8K - $19.2K
|
189
$22.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
161+ 23.54% |
$16.5K - $17.7K
|
845
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
156New |
$16K - $17.2K
|
156
$18.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
115New |
$11.8K - $12.7K
|
115
$13.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
109New |
$11.2K - $12K
|
109
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
87New |
$8.91K - $9.58K
|
87
$10.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
59+ 0.43% |
$6.05K - $6.5K
|
13.9K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 1.29% |
$4.82K - $5.18K
|
3.69K
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
43+ 0.53% |
$4.41K - $4.74K
|
8.21K
$983K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
33New |
$3.38K - $3.64K
|
33
$3.95K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 0.78% |
$2.77K - $2.97K
|
3.5K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
24+ 0.4% |
$2.46K - $2.64K
|
6.01K
$719K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22New |
$2.25K - $2.42K
|
22
$2.63K
|