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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.78% |
$102 - $110
|
129
$12.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.29% |
$205 - $220
|
680
$66K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3- 1.38% |
$307 - $331
|
215
$20.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-22- 0.1% |
$2.25K - $2.42K
|
22.6K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-56- 1.87% |
$5.74K - $6.17K
|
2.93K
$285K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-84- 3.15% |
$8.61K - $9.25K
|
2.59K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 0.38% |
$8.61K - $9.25K
|
21.7K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-116- 0.23% |
$11.9K - $12.8K
|
49.8K
$4.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-274- 2.27% |
$28.1K - $30.2K
|
11.8K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-284- 3.51% |
$29.1K - $31.3K
|
7.8K
$758K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-291- 54.39% |
$29.8K - $32.1K
|
244
$23.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-350- 0.75% |
$35.9K - $38.6K
|
46.3K
$4.5M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-486- 4.89% |
$49.8K - $53.5K
|
9.45K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-509- 5.71% |
$52.2K - $56.1K
|
8.4K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-563- 51.32% |
$57.7K - $62K
|
534
$51.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-895- 2.57% |
$91.7K - $98.6K
|
33.9K
$3.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-923- 2.3% |
$94.6K - $102K
|
39.1K
$3.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.17K- 7.31% |
$120K - $129K
|
14.9K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.39K- 16.09% |
$142K - $153K
|
7.24K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.51K- 24.62% |
$258K - $277K
|
7.7K
$747K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.53K- 0.85% |
$259K - $278K
|
295K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.12K- 15.64% |
$422K - $454K
|
22.2K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.37K- 3.81% |
$447K - $481K
|
110K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.31K- 5.99% |
$544K - $585K
|
83.3K
$8.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.49K- 25.62% |
$870K - $936K
|
24.7K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 16.17% |
$1.2M - $1.29M
|
60.8K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.9K- 4.47% |
$2.24M - $2.41M
|
467K
$45.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-41.2K- 7.41% |
$4.22M - $4.54M
|
515K
$50M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181K- 71.64% |
$18.5M - $19.9M
|
71.6K
$6.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-362K- 96.28% |
$37.1M - $39.9M
|
14K
$1.36M
|