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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.43KNew |
$242K - $270K
|
2.43K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.42K+ 5.44% |
$240K - $268K
|
46.8K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.28KNew |
$227K - $253K
|
2.28K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.21KNew |
$220K - $246K
|
2.21K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.12KNew |
$211K - $235K
|
2.12K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.09KNew |
$208K - $232K
|
2.09K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.09K+ 20.49% |
$208K - $232K
|
12.3K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.04KNew |
$203K - $226K
|
2.04K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.99K+ 14.27% |
$198K - $221K
|
16K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 8.77% |
$184K - $205K
|
22.9K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.66K+ 8.82% |
$165K - $184K
|
20.5K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.63K+ 5.94% |
$162K - $181K
|
29.1K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 17.9% |
$150K - $167K
|
9.91K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.39K+ 30.46% |
$138K - $154K
|
5.96K
$666K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.22K+ 35.94% |
$121K - $135K
|
4.6K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.19K+ 9.09% |
$118K - $132K
|
14.3K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.1K+ 5.8% |
$109K - $122K
|
20K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.09K+ 13.97% |
$108K - $121K
|
8.89K
$994K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.03K+ 12.54% |
$102K - $114K
|
9.24K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
913+ 4.13% |
$90.8K - $101K
|
23K
$2.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
759+ 1.62% |
$75.5K - $84.2K
|
47.7K
$5.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
718+ 31.44% |
$71.4K - $79.7K
|
3K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
699+ 29.97% |
$69.6K - $77.6K
|
3.03K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
654+ 19.59% |
$65.1K - $72.6K
|
3.99K
$446K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
625New |
$62.2K - $69.4K
|
625
$69.9K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
610+ 29.01% |
$60.7K - $67.7K
|
2.71K
$303K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
600New |
$59.7K - $66.6K
|
600
$67.1K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
433+ 16.74% |
$43.1K - $48.1K
|
3.02K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
417+ 6.63% |
$41.5K - $46.3K
|
6.71K
$750K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
361+ 462.82% |
$35.9K - $40.1K
|
439
$49.1K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
345+ 2.48% |
$34.3K - $38.3K
|
14.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
262+ 16.7% |
$26.1K - $29.1K
|
1.83K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
244+ 3.35% |
$24.3K - $27.1K
|
7.53K
$841K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
212+ 98.6% |
$21.1K - $23.5K
|
427
$47.7K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
153+ 2.55% |
$15.2K - $17K
|
6.16K
$689K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
122+ 0.07% |
$12.1K - $13.5K
|
180K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
119New |
$11.8K - $13.2K
|
119
$13.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 0.48% |
$8.96K - $9.99K
|
19K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
82+ 8200.0% |
$8.16K - $9.1K
|
83
$9.28K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
69+ 0.32% |
$6.87K - $7.66K
|
21.8K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
41+ 4.85% |
$4.08K - $4.55K
|
886
$99K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
37+ 33.94% |
$3.68K - $4.11K
|
146
$16.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
19+ 1.5% |
$1.89K - $2.11K
|
1.29K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$995 - $1.11K
|
10
$1.12K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.27% |
$597 - $666
|
2.19K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1+ 12.5% |
$99.5 - $111
|
9
$1.01K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
480K+ 23263.37% |
$49.2M - $52.9M
|
482K
$53.9M
|
|
|
Jan 31, 2025
Q4 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
463KNew |
$47.4M - $51M
|
463K
$51.7M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163K+ 92.01% |
$16.7M - $17.9M
|
340K
$38M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
115KNew |
$11.8M - $12.7M
|
115K
$12.8M
|
|