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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
37+ 33.94% |
$3.68K - $4.11K
|
146
$16.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
625New |
$62.2K - $69.4K
|
625
$69.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.09K+ 13.97% |
$108K - $121K
|
8.89K
$994K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.99K+ 14.27% |
$198K - $221K
|
16K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.63K+ 5.94% |
$162K - $181K
|
29.1K
$3.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.8KNew |
$1.67M - $1.86M
|
16.8K
$1.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.29K- 51.3% |
$228K - $254K
|
2.17K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
9.25K+ 23.38% |
$921K - $1.03M
|
48.8K
$5.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13.9K- 13.93% |
$1.38M - $1.54M
|
85.8K
$9.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
212+ 98.6% |
$21.1K - $23.5K
|
427
$47.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 0.72% |
$285K - $318K
|
400K
$44.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.12KNew |
$211K - $235K
|
2.12K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
699+ 29.97% |
$69.6K - $77.6K
|
3.03K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-6.79K- 7.02% |
$676K - $754K
|
90K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.4K+ 17.65% |
$8.2M - $9.15M
|
550K
$61.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-45.6K- 86.66% |
$4.54M - $5.06M
|
7.02K
$785K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.09K+ 20.49% |
$208K - $232K
|
12.3K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18K+ 2.55% |
$1.79M - $2M
|
724K
$80.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.3K- 8.23% |
$2.42M - $2.7M
|
271K
$30.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1+ 12.5% |
$99.5 - $111
|
9
$1.01K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.43K+ 3.16% |
$839K - $936K
|
276K
$30.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.27% |
$597 - $666
|
2.19K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.17MNew |
$315M - $352M
|
3.17M
$354M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-421- 12.01% |
$41.9K - $46.7K
|
3.08K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.35K+ 28.13% |
$632K - $705K
|
28.9K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
244+ 3.35% |
$24.3K - $27.1K
|
7.53K
$841K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
41.4K+ 10.47% |
$4.12M - $4.6M
|
437K
$48.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.46K+ 18.7% |
$245K - $273K
|
15.6K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
654+ 19.59% |
$65.1K - $72.6K
|
3.99K
$446K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-383Closed |
$38.1K - $42.5K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-2.88K- 39.74% |
$286K - $319K
|
4.36K
$488K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 8.77% |
$184K - $205K
|
22.9K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
759+ 1.62% |
$75.5K - $84.2K
|
47.7K
$5.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
49.1KNew |
$4.88M - $5.45M
|
49.1K
$5.49M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163K+ 92.01% |
$16.7M - $17.9M
|
340K
$38M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.91K+ 78.25% |
$708K - $761K
|
15.7K
$1.76M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
333New |
$34.1K - $36.7K
|
333
$37.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
87New |
$8.91K - $9.58K
|
87
$9.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
115KNew |
$11.8M - $12.7M
|
115K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.01KNew |
$104K - $112K
|
1.01K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.61KNew |
$165K - $177K
|
1.61K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$1.06M - $1.14M
|
10.4K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-56- 1.87% |
$5.74K - $6.17K
|
2.93K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-291- 54.39% |
$29.8K - $32.1K
|
244
$27.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
174+ 1160.0% |
$17.8K - $19.2K
|
189
$21.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5+ 1.1% |
$512 - $551
|
459
$51.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
18.6KNew |
$1.9M - $2.04M
|
18.6K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.83K+ 1.55% |
$187K - $201K
|
120K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.46KNew |
$457K - $491K
|
4.46K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
480K+ 23263.37% |
$49.2M - $52.9M
|
482K
$53.9M
|
|