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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.69KNew |
$268K - $299K
|
2.69K
$301K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.43KNew |
$242K - $270K
|
2.43K
$272K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.03K- 14.13% |
$700K - $780K
|
42.7K
$4.78M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.9KNew |
$1.19M - $1.32M
|
11.9K
$1.33M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-239K- 91.68% |
$23.8M - $26.5M
|
21.7K
$2.42M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.1K+ 50.51% |
$1.41M - $1.57M
|
42.1K
$4.71M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-528- 98.88% |
$52.5K - $58.6K
|
6
$671
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
22KNew |
$2.19M - $2.44M
|
22K
$2.46M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
24.2K+ 103.42% |
$2.41M - $2.68M
|
47.5K
$5.31M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
275K+ 6.61% |
$27.3M - $30.5M
|
4.43M
$495M
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
31.6KNew |
$3.14M - $3.51M
|
31.6K
$3.53M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 17.9% |
$150K - $167K
|
9.91K
$1.11M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.67K+ 32.54% |
$265K - $296K
|
10.9K
$1.21M
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.81K+ 2.78% |
$279K - $311K
|
104K
$11.6M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-406- 1.83% |
$40.4K - $45.1K
|
21.8K
$2.44M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.43K- 41.44% |
$241K - $269K
|
3.43K
$383K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.66K+ 8.82% |
$165K - $184K
|
20.5K
$2.29M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.17KNew |
$316K - $352K
|
3.17K
$355K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.6K- 43.92% |
$1.95M - $2.17M
|
25K
$2.79M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
417+ 6.63% |
$41.5K - $46.3K
|
6.71K
$750K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.2KNew |
$2.01M - $2.24M
|
20.2K
$2.26M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.04KNew |
$203K - $226K
|
2.04K
$228K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
41+ 4.85% |
$4.08K - $4.55K
|
886
$99K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.28KNew |
$227K - $253K
|
2.28K
$255K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
122+ 0.07% |
$12.1K - $13.5K
|
180K
$20.1M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
600New |
$59.7K - $66.6K
|
600
$67.1K
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
153+ 2.55% |
$15.2K - $17K
|
6.16K
$689K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
413K+ 17.26% |
$41.1M - $45.8M
|
2.81M
$314M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.39K+ 30.46% |
$138K - $154K
|
5.96K
$666K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
119New |
$11.8K - $13.2K
|
119
$13.3K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
91.1K+ 34.01% |
$9.07M - $10.1M
|
359K
$40.1M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.35K+ 0.65% |
$333K - $371K
|
518K
$57.9M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
32.2K+ 40.05% |
$3.2M - $3.57M
|
113K
$12.6M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.93K+ 27.0% |
$291K - $325K
|
13.8K
$1.54M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
69+ 0.32% |
$6.87K - $7.66K
|
21.8K
$2.44M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.8KNew |
$776K - $865K
|
7.8K
$871K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.97K- 5.9% |
$395K - $441K
|
63.4K
$7.09M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.34K- 9.0% |
$133K - $148K
|
13.5K
$1.51M
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
433+ 16.74% |
$43.1K - $48.1K
|
3.02K
$337K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
16.9K+ 48.5% |
$1.68M - $1.87M
|
51.7K
$5.78M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 9.88% |
$1.15M - $1.29M
|
106K
$11.8M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
82+ 8200.0% |
$8.16K - $9.1K
|
83
$9.28K
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
913+ 4.13% |
$90.8K - $101K
|
23K
$2.57M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.69K+ 32.07% |
$666K - $743K
|
27.6K
$3.08M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.79KNew |
$278K - $309K
|
2.79K
$312K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.03K+ 12.54% |
$102K - $114K
|
9.24K
$1.03M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.22K+ 35.94% |
$121K - $135K
|
4.6K
$514K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.42K+ 5.44% |
$240K - $268K
|
46.8K
$5.23M
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.1K+ 5.8% |
$109K - $122K
|
20K
$2.23M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
329K+ 26.1% |
$32.8M - $36.5M
|
1.59M
$178M
|