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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.33K+ 7.57% |
$136K - $146K
|
18.9K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3- 1.38% |
$307 - $331
|
215
$23.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.03K+ 29.01% |
$105K - $113K
|
4.57K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
12+ 0.38% |
$1.23K - $1.32K
|
3.15K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 8.61% |
$3.23M - $3.47M
|
398K
$43.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730New |
$74.8K - $80.4K
|
730
$80.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.84K+ 15.78% |
$291K - $313K
|
20.9K
$2.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.53K+ 17.67% |
$157K - $169K
|
10.2K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434+ 8.41% |
$44.5K - $47.8K
|
5.6K
$616K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
70.1K+ 686.22% |
$7.19M - $7.73M
|
80.4K
$8.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.5K+ 14.31% |
$1.28M - $1.38M
|
99.7K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.19KNew |
$224K - $241K
|
2.19K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
304+ 1.47% |
$31.1K - $33.5K
|
21K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
516New |
$52.9K - $56.8K
|
516
$56.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
28.1K+ 4.15% |
$2.88M - $3.1M
|
706K
$77.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-22- 0.1% |
$2.25K - $2.42K
|
22.6K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.31K- 5.99% |
$544K - $585K
|
83.3K
$9.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.34KNew |
$342K - $368K
|
3.34K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.81K+ 11.44% |
$493K - $530K
|
46.9K
$5.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.7K+ 11.31% |
$1.61M - $1.73M
|
155K
$17.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.9KNew |
$1.94M - $2.08M
|
18.9K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
359+ 3.43% |
$36.8K - $39.6K
|
10.8K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.94K+ 11.99% |
$301K - $323K
|
27.4K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 0.78% |
$2.77K - $2.97K
|
3.5K
$386K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
683+ 7.38% |
$70K - $75.2K
|
9.94K
$1.09M
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.6K+ 4.14% |
$429K - $477K
|
116K
$12.8M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
780K+ 26.62% |
$72.7M - $80.8M
|
3.71M
$408M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.4K+ 37.27% |
$224K - $248K
|
8.83K
$972K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-117K- 97.65% |
$10.9M - $12.1M
|
2.8K
$308K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.4K+ 42.83% |
$3.68M - $4.08M
|
131K
$14.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
5.86KNew |
$546K - $607K
|
5.86K
$645K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.25K+ 6.04% |
$675K - $750K
|
127K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
284+ 2.86% |
$26.5K - $29.4K
|
10.2K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78New |
$7.27K - $8.08K
|
78
$8.59K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 12.87% |
$94.7K - $105K
|
8.91K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
18+ 0.51% |
$1.68K - $1.86K
|
3.55K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.86K+ 11.64% |
$453K - $504K
|
46.7K
$5.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.9K- 36.35% |
$1.85M - $2.06M
|
34.8K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-750- 27.27% |
$69.9K - $77.7K
|
2K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
122K+ 12.46% |
$11.4M - $12.6M
|
1.1M
$121M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
384+ 60.38% |
$35.8K - $39.8K
|
1.02K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.9KNew |
$4.65M - $5.17M
|
49.9K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.7K+ 91.36% |
$3.8M - $4.22M
|
85.4K
$9.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-57- 0.5% |
$5.31K - $5.9K
|
11.5K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.1KNew |
$102K - $114K
|
1.1K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.08K+ 14.26% |
$380K - $422K
|
32.7K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-109- 1.0% |
$10.2K - $11.3K
|
10.8K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.3K+ 165.89% |
$4.22M - $4.69M
|
72.5K
$7.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.99KNew |
$279K - $310K
|
2.99K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.83K- 5.98% |
$264K - $293K
|
44.4K
$4.89M
|
|