Latest Institutional Transactions on J P Morgan Exchg Traded Fd (BBUS)
This table provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd (BBUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.91K+ 78.25% |
$708K - $761K
|
15.7K
$1.71M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
333New |
$34.1K - $36.7K
|
333
$36.1K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-923- 2.3% |
$94.6K - $102K
|
39.1K
$4.25M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-274- 2.27% |
$28.1K - $30.2K
|
11.8K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.51K- 24.62% |
$258K - $277K
|
7.7K
$835K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
87New |
$8.91K - $9.58K
|
87
$9.44K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-563- 51.32% |
$57.7K - $62K
|
534
$57.9K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-350- 0.75% |
$35.9K - $38.6K
|
46.3K
$5.02M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14.8K+ 9.0% |
$1.52M - $1.63M
|
180K
$19.5M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.7K+ 294.51% |
$3.46M - $3.72M
|
45.2K
$4.9M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 16.17% |
$1.2M - $1.29M
|
60.8K
$6.6M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.9K- 4.47% |
$2.24M - $2.41M
|
467K
$50.7M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
549+ 53.82% |
$56.3K - $60.5K
|
1.57K
$170K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
115KNew |
$11.8M - $12.7M
|
115K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.13K+ 2.53% |
$115K - $124K
|
45.6K
$4.94M
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
161+ 23.54% |
$16.5K - $17.7K
|
845
$91.7K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$1.06M - $1.14M
|
10.4K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.61KNew |
$165K - $177K
|
1.61K
$175K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.6K+ 25.04% |
$574K - $617K
|
28K
$3.04M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.5K+ 5.0% |
$6.81M - $7.33M
|
1.4M
$152M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.01KNew |
$104K - $112K
|
1.01K
$110K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.7KNew |
$789K - $848K
|
7.7K
$835K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.8KNew |
$1.93M - $2.07M
|
18.8K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.8K+ 20.83% |
$1.82M - $1.96M
|
103K
$11.2M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.24K+ 17.47% |
$229K - $247K
|
15K
$1.63M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13K+ 125.06% |
$1.33M - $1.43M
|
23.4K
$2.54M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32K+ 25.07% |
$3.28M - $3.53M
|
160K
$17.3M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.25K+ 171.27% |
$845K - $909K
|
13.1K
$1.42M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.9K+ 71.22% |
$1.01M - $1.09M
|
23.8K
$2.58M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.37K- 3.81% |
$447K - $481K
|
110K
$12M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.12K- 15.64% |
$422K - $454K
|
22.2K
$2.41M
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.92K+ 21.19% |
$709K - $762K
|
39.6K
$4.3M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.6K+ 22.72% |
$5.08M - $5.46M
|
268K
$29.1M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1KNew |
$215K - $232K
|
2.1K
$228K
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-56- 1.87% |
$5.74K - $6.17K
|
2.93K
$318K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
156New |
$16K - $17.2K
|
156
$16.9K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.13K+ 4.67% |
$628K - $676K
|
138K
$14.9M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
447K+ 12.06% |
$45.8M - $49.3M
|
4.16M
$451M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.59K+ 2.03% |
$265K - $285K
|
130K
$14.1M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
115New |
$11.8K - $12.7K
|
115
$12.5K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-116- 0.23% |
$11.9K - $12.8K
|
49.8K
$5.4M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
174+ 1160.0% |
$17.8K - $19.2K
|
189
$20.5K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
585+ 20.89% |
$59.9K - $64.4K
|
3.39K
$367K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-291- 54.39% |
$29.8K - $32.1K
|
244
$26.5K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.2K+ 7.98% |
$9.54M - $10.3M
|
1.26M
$137M
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
43+ 0.53% |
$4.41K - $4.74K
|
8.21K
$891K
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.1K+ 10.17% |
$420K - $451K
|
44.4K
$4.82M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.5KNew |
$4.56M - $4.9M
|
44.5K
$4.83M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
962+ 186.8% |
$98.6K - $106K
|
1.48K
$160K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
177K+ 8.01% |
$18.2M - $19.5M
|
2.39M
$260M
|