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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-11.2K- 45.34% |
$1.25M - $1.36M
|
13.5K
$1.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.11KNew |
$124K - $134K
|
1.11K
$132K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.31K+ 8.72% |
$258K - $280K
|
28.7K
$3.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2+ 25.0% |
$224 - $243
|
10
$1.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.7K+ 21.93% |
$189K - $206K
|
9.42K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
148+ 4.01% |
$16.5K - $17.9K
|
3.84K
$459K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.27KNew |
$365K - $396K
|
3.27K
$391K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-200- 10.08% |
$22.4K - $24.3K
|
1.78K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
22.3K+ 18.61% |
$2.49M - $2.7M
|
142K
$17M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-12.4K- 76.93% |
$1.38M - $1.5M
|
3.71K
$444K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 12.7% |
$340K - $369K
|
20.9K
$2.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-125- 2.94% |
$14K - $15.2K
|
4.13K
$494K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.62K+ 7.43% |
$182K - $197K
|
23.5K
$2.81M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.79KNew |
$200K - $217K
|
1.79K
$214K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
157K+ 71.0% |
$17.5M - $19M
|
378K
$45.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13+ 0.05% |
$1.45K - $1.58K
|
25.4K
$3.05M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-4- 1.65% |
$447 - $485
|
238
$28.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
249+ 1.68% |
$27.8K - $30.2K
|
15K
$1.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-486K- 83.59% |
$54.4M - $59M
|
95.5K
$11.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-65- 2.94% |
$7.27K - $7.88K
|
2.15K
$257K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150K- 35.53% |
$13.4M - $16.7M
|
272K
$32.5M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.77KNew |
$158K - $198K
|
1.77K
$211K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
722+ 5.06% |
$64.7K - $80.8K
|
15K
$1.79M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.9K- 27.75% |
$1.06M - $1.33M
|
30.9K
$3.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 11.31% |
$16.4M - $20.5M
|
1.8M
$215M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-498- 1.58% |
$44.6K - $55.7K
|
31.1K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
285New |
$25.5K - $31.9K
|
285
$34.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.5K+ 54.12% |
$1.21M - $1.51M
|
38.5K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.43K- 24.36% |
$845K - $1.06M
|
29.3K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.3K- 28.52% |
$2.63M - $3.28M
|
73.4K
$8.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
128KNew |
$11.5M - $14.3M
|
128K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.5K+ 21.17% |
$1.56M - $1.95M
|
99.9K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54.3K+ 268.74% |
$4.87M - $6.08M
|
74.5K
$8.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.4KNew |
$126K - $157K
|
1.4K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.75K+ 3.49% |
$515K - $643K
|
170K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.23% |
$89.6 - $112
|
440
$52.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
100+ 1666.67% |
$8.96K - $11.2K
|
106
$12.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-968- 52.87% |
$86.8K - $108K
|
863
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.9K+ 147.13% |
$5.73M - $7.15M
|
107K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-348- 0.29% |
$31.2K - $38.9K
|
119K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
181+ 208.05% |
$16.2K - $20.3K
|
268
$32.1K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.22KNew |
$199K - $248K
|
2.22K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.91K+ 167.03% |
$440K - $550K
|
7.86K
$940K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3+ 0.14% |
$269 - $336
|
2.18K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.5K+ 108.29% |
$2.1M - $2.63M
|
45.2K
$5.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-822- 0.78% |
$73.7K - $92K
|
105K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50New |
$4.48K - $5.6K
|
50
$5.99K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.5KNew |
$1.66M - $2.07M
|
18.5K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-495- 18.25% |
$44.4K - $55.4K
|
2.22K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.1K- 10.36% |
$726K - $907K
|
70.1K
$8.39M
|
|