Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-664K- 8.0% |
$56M - $62.7M
|
7.64M
$750M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-223K- 98.57% |
$18.8M - $21M
|
3.24K
$318K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-191K- 28.4% |
$16.1M - $18.1M
|
483K
$47.3M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-164K- 47.37% |
$13.8M - $15.5M
|
182K
$17.9M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25KClosed |
$2.11M - $2.36M
|
0
$0
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19.3K- 3.08% |
$1.63M - $1.82M
|
607K
$59.5M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.21K- 7.24% |
$777K - $870K
|
118K
$11.6M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.83K- 14.63% |
$491K - $550K
|
34K
$3.33M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.12K- 47.34% |
$432K - $483K
|
5.69K
$558K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.88K- 5.58% |
$328K - $367K
|
65.7K
$6.45M
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.48K- 8.51% |
$294K - $329K
|
37.4K
$3.67M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.86K- 75.71% |
$157K - $176K
|
598
$58.7K
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.75K- 12.27% |
$148K - $166K
|
12.5K
$1.23M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.39K- 27.98% |
$117K - $131K
|
3.58K
$352K
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.21K- 22.15% |
$102K - $114K
|
4.25K
$417K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-826- 24.7% |
$69.7K - $78K
|
2.52K
$247K
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-500- 18.34% |
$42.2K - $47.2K
|
2.23K
$219K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-73- 15.4% |
$6.16K - $6.89K
|
401
$39.3K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42- 0.42% |
$3.54K - $3.97K
|
10.1K
$989K
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-33- 1.22% |
$2.78K - $3.12K
|
2.67K
$262K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-29- 11.98% |
$2.45K - $2.74K
|
213
$20.9K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-28- 2.11% |
$2.36K - $2.64K
|
1.3K
$127K
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-6- 0.1% |
$506 - $567
|
5.71K
$560K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10- 0.25% |
$740 - $862
|
4.04K
$397K
|
|
Q3 2023 | |||||||
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 89.55% |
$9.21K - $9.91K
|
14
$1.37K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-770- 18.77% |
$55.9K - $61.4K
|
3.33K
$327K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.82% |
$4.64K - $5.1K
|
3.45K
$339K
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-685- 19.94% |
$46.6K - $51.3K
|
2.75K
$270K
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-18K- 7.86% |
$1.2M - $1.32M
|
211K
$20.7M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-45- 0.84% |
$3K - $3.3K
|
5.3K
$520K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-29.7K- 6.57% |
$1.97M - $2.3M
|
423K
$41.5M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 23.6% |
$2.78K - $3.25K
|
136
$13.3K
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-72.8K- 96.07% |
$4.79M - $6.03M
|
2.98K
$292K
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-52.1KClosed |
$3.43M - $4.31M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.5KClosed |
$165K - $207K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-645Closed |
$42.5K - $53.4K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-38Closed |
$2.5K - $3.15K
|
0
$0
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.44KClosed |
$258K - $299K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-447Closed |
$33.6K - $38.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-284Closed |
$21.3K - $24.7K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 26, 2021
Q4 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.6KClosed |
$274K - $317K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 22, 2020
Q1 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.42KClosed |
$220K - $340K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-695Closed |
$35.6K - $37.9K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.17KClosed |
$305K - $330K
|
0
$0
|