Shared Vision Wealth Group LLC J P Morgan Exchg Traded Fd Transaction History

Shared Vision Wealth Group LLC

$236 Billion
Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 3,305 shares of BBUS stock, worth $401,888. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,305

Previous 3,501 5.6%

Holding current value

$401,888

Previous $401 Million 0.31%

% of portfolio

0.17%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$111.77 - $121.28 $21,906 - $23,770	-196 Reduced 5.6%	3,305 $400 Million
Q2 2025 Aug 07, 2025	BUY	$89.63 - $111.92 $43,201 - $53,945	482 Added 15.97%	3,501 $401 Million
Q1 2025 May 02, 2025	BUY	$99.5 - $110.97 $43,083 - $48,050	433 Added 16.74%	3,019 $305 Million
Q4 2024 Feb 06, 2025	SELL	$102.46 - $110.17 $8,606 - $9,254	-84 Reduced 3.15%	2,586 $274 Million
Q2 2024 Jul 23, 2024	BUY	$89.42 - $98.82 $89 - $98	1 Added 0.04%	2,670 $262 Million
Q1 2024 May 06, 2024	SELL	$84.37 - $94.43 $2,784 - $3,116	-33 Reduced 1.22%	2,669 $252 Million
Q4 2023 Feb 07, 2024	BUY	$74.0 - $86.19 $199,948 - $232,885	2,702 New	2,702 $232 Million

Others Institutions Holding BBUS

# of Institutions

198

Shares Held

27.4M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD

Ticker BBUS
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Shared Vision Wealth Group LLC J P Morgan Exchg Traded Fd Transaction History