Latest Institutional Purchases of J P Morgan Exchg Traded Fd (BBUS)
This list provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd (BBUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
463KNew |
$47.4M - $51M
|
463K
$50.5M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
96.8KNew |
$9.92M - $10.7M
|
96.8K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.3K+ 35.72% |
$7.2M - $7.75M
|
267K
$29.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
70.1K+ 686.22% |
$7.19M - $7.73M
|
80.4K
$8.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 8.61% |
$3.23M - $3.47M
|
398K
$43.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
28.1K+ 4.15% |
$2.88M - $3.1M
|
706K
$77M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.9KNew |
$1.94M - $2.08M
|
18.9K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.7K+ 11.31% |
$1.61M - $1.73M
|
155K
$16.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.5K+ 14.31% |
$1.28M - $1.38M
|
99.7K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.49K+ 16.39% |
$972K - $1.05M
|
67.4K
$7.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.81K+ 11.44% |
$493K - $530K
|
46.9K
$5.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.73K+ 12.01% |
$382K - $411K
|
34.8K
$3.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.34KNew |
$342K - $368K
|
3.34K
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.94K+ 11.99% |
$301K - $323K
|
27.4K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.84K+ 15.78% |
$291K - $313K
|
20.9K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.54K+ 3.32% |
$260K - $279K
|
78.8K
$8.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.43K+ 71.01% |
$249K - $268K
|
5.85K
$638K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.19KNew |
$224K - $241K
|
2.19K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.1K+ 10.48% |
$215K - $231K
|
22.1K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.76KNew |
$180K - $194K
|
1.76K
$192K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.53K+ 17.67% |
$157K - $169K
|
10.2K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.33K+ 7.57% |
$136K - $146K
|
18.9K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.03K+ 29.01% |
$105K - $113K
|
4.57K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
744+ 13.57% |
$76.2K - $82K
|
6.23K
$679K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730New |
$74.8K - $80.4K
|
730
$79.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
683+ 7.38% |
$70K - $75.2K
|
9.94K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
516New |
$52.9K - $56.8K
|
516
$56.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434+ 8.41% |
$44.5K - $47.8K
|
5.6K
$610K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
359+ 3.43% |
$36.8K - $39.6K
|
10.8K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
347+ 5.0% |
$35.6K - $38.2K
|
7.28K
$794K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
304+ 1.47% |
$31.1K - $33.5K
|
21K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
59+ 0.43% |
$6.05K - $6.5K
|
13.9K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 1.29% |
$4.82K - $5.18K
|
3.69K
$402K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
33New |
$3.38K - $3.64K
|
33
$3.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 0.78% |
$2.77K - $2.97K
|
3.5K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
24+ 0.4% |
$2.46K - $2.64K
|
6.01K
$655K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22New |
$2.25K - $2.42K
|
22
$2.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
16+ 0.71% |
$1.64K - $1.76K
|
2.28K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
13+ 0.54% |
$1.33K - $1.43K
|
2.43K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
12+ 0.38% |
$1.23K - $1.32K
|
3.15K
$344K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
780K+ 26.62% |
$72.7M - $80.8M
|
3.71M
$405M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
536K+ 31.92% |
$50M - $55.5M
|
2.22M
$242M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
533K+ 26.8% |
$49.7M - $55.2M
|
2.52M
$275M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
496KNew |
$46.2M - $51.3M
|
496K
$54.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 34.52% |
$27.9M - $31M
|
1.17M
$127M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
122K+ 12.46% |
$11.4M - $12.6M
|
1.1M
$120M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
122K+ 33.27% |
$11.4M - $12.6M
|
489K
$53.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 99.31% |
$10.7M - $11.9M
|
230K
$25.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
89.7K+ 19.23% |
$8.36M - $9.29M
|
556K
$60.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.4K+ 5.09% |
$6M - $6.67M
|
1.33M
$145M
|
|