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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.87K+ 15.12% |
$257K - $321K
|
21.9K
$2.44M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-873- 0.42% |
$78.2K - $97.7K
|
206K
$23.1M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-72- 2.4% |
$6.45K - $8.06K
|
2.93K
$327K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.69K- 26.62% |
$779K - $973K
|
24K
$2.68M
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
593+ 25.32% |
$53.2K - $66.4K
|
2.94K
$328K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.35K- 17.54% |
$121K - $152K
|
6.37K
$711K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
242New |
$21.7K - $27.1K
|
242
$27K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
17.7K+ 3.13% |
$1.58M - $1.98M
|
582K
$65M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.4K- 12.0% |
$932K - $1.16M
|
76.3K
$8.52M
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-2.17K- 11.89% |
$194K - $243K
|
16.1K
$1.79M
|
|
Q1 2025 | |||||||
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.54K- 1.26% |
$154K - $171K
|
121K
$13.5M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-834K- 99.98% |
$83M - $92.6M
|
207
$23.1K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-13.6K- 40.19% |
$1.36M - $1.51M
|
20.3K
$2.27M
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
18.1KNew |
$1.8M - $2.01M
|
18.1K
$2.02M
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-238- 0.3% |
$23.7K - $26.4K
|
78.6K
$8.78M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.92K- 29.76% |
$290K - $323K
|
6.88K
$769K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-483- 7.76% |
$48.1K - $53.6K
|
5.74K
$642K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
361+ 462.82% |
$35.9K - $40.1K
|
439
$49.1K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.2K+ 78.08% |
$3.6M - $4.01M
|
82.5K
$9.22M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.19K+ 9.09% |
$118K - $132K
|
14.3K
$1.59M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.6K- 8.15% |
$1.05M - $1.17M
|
119K
$13.3M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
262+ 16.7% |
$26.1K - $29.1K
|
1.83K
$205K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.79K+ 1785.9% |
$277K - $309K
|
2.94K
$329K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77K- 3.91% |
$176K - $196K
|
43.4K
$4.85M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
219K+ 15.69% |
$21.8M - $24.3M
|
1.62M
$181M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-1- 0.87% |
$99.5 - $111
|
114
$12.7K
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.81K+ 7.17% |
$279K - $311K
|
41.9K
$4.69M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
885K+ 11499.74% |
$88.1M - $98.2M
|
893K
$99.8M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.16K- 15.06% |
$115K - $129K
|
6.54K
$731K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.09KNew |
$905K - $1.01M
|
9.09K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
610+ 29.01% |
$60.7K - $67.7K
|
2.71K
$303K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.6K+ 71.63% |
$3.25M - $3.62M
|
78.2K
$8.74M
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
12.8KNew |
$1.27M - $1.42M
|
12.8K
$1.43M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-501- 33.92% |
$49.8K - $55.6K
|
976
$109K
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.21KNew |
$220K - $246K
|
2.21K
$247K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-435- 0.42% |
$43.3K - $48.3K
|
103K
$11.5M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-463- 17.56% |
$46.1K - $51.4K
|
2.17K
$243K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
345+ 2.48% |
$34.3K - $38.3K
|
14.3K
$1.59M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
136K+ 85.02% |
$13.5M - $15.1M
|
295K
$33M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.1K- 36.35% |
$2.2M - $2.45M
|
38.7K
$4.33M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
19+ 1.5% |
$1.89K - $2.11K
|
1.29K
$144K
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.1K- 9.3% |
$109K - $122K
|
10.7K
$1.2M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.78K+ 2.53% |
$277K - $309K
|
113K
$12.6M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15KClosed |
$1.5M - $1.67M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.8KNew |
$1.07M - $1.2M
|
10.8K
$1.2M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27K+ 19.64% |
$2.69M - $3M
|
165K
$18.4M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-19.5K- 81.93% |
$1.94M - $2.16M
|
4.3K
$481K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$995 - $1.11K
|
10
$1.12K
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
164K+ 13.55% |
$16.3M - $18.2M
|
1.37M
$153M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.09KNew |
$208K - $232K
|
2.09K
$234K
|