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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-834K- 99.98% |
$83M - $92.6M
|
207
$22K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-239K- 91.68% |
$23.8M - $26.5M
|
21.7K
$2.31M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-45.6K- 86.66% |
$4.54M - $5.06M
|
7.02K
$748K
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.3K- 8.23% |
$2.42M - $2.7M
|
271K
$28.8M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.1K- 36.35% |
$2.2M - $2.45M
|
38.7K
$4.12M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.6K- 43.92% |
$1.95M - $2.17M
|
25K
$2.66M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-19.5K- 81.93% |
$1.94M - $2.16M
|
4.3K
$458K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15KClosed |
$1.5M - $1.67M
|
0
$0
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13.9K- 13.93% |
$1.38M - $1.54M
|
85.8K
$9.14M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-13.6K- 40.19% |
$1.36M - $1.51M
|
20.3K
$2.16M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 9.88% |
$1.15M - $1.29M
|
106K
$11.3M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.6K- 8.15% |
$1.05M - $1.17M
|
119K
$12.7M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.03K- 14.13% |
$700K - $780K
|
42.7K
$4.55M
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-6.79K- 7.02% |
$676K - $754K
|
90K
$9.58M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.97K- 5.9% |
$395K - $441K
|
63.4K
$6.75M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.92K- 29.76% |
$290K - $323K
|
6.88K
$732K
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-2.88K- 39.74% |
$286K - $319K
|
4.36K
$464K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.43K- 41.44% |
$241K - $269K
|
3.43K
$365K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.29K- 51.3% |
$228K - $254K
|
2.17K
$231K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77K- 3.91% |
$176K - $196K
|
43.4K
$4.62M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.73K- 18.32% |
$172K - $192K
|
7.72K
$822K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.34K- 9.0% |
$133K - $148K
|
13.5K
$1.44M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.16K- 15.06% |
$115K - $129K
|
6.54K
$696K
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.1K- 9.3% |
$109K - $122K
|
10.7K
$1.14M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-528- 98.88% |
$52.5K - $58.6K
|
6
$639
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-501- 33.92% |
$49.8K - $55.6K
|
976
$104K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-483- 7.76% |
$48.1K - $53.6K
|
5.74K
$611K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-463- 17.56% |
$46.1K - $51.4K
|
2.17K
$231K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-435- 0.42% |
$43.3K - $48.3K
|
103K
$10.9M
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-421- 12.01% |
$41.9K - $46.7K
|
3.08K
$328K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-406- 1.83% |
$40.4K - $45.1K
|
21.8K
$2.32M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-383Closed |
$38.1K - $42.5K
|
0
$0
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-238- 0.3% |
$23.7K - $26.4K
|
78.6K
$8.36M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-1- 0.87% |
$99.5 - $111
|
114
$12.1K
|
|
Q4 2024 | |||||||
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-291- 54.39% |
$29.8K - $32.1K
|
244
$26K
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-56- 1.87% |
$5.74K - $6.17K
|
2.93K
$312K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.29% |
$205 - $220
|
680
$72.4K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-750- 27.27% |
$69.9K - $77.7K
|
2K
$213K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-220- 78.57% |
$20.5K - $22.8K
|
60
$6.39K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-5- 2.79% |
$466 - $518
|
174
$18.5K
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-238- 3.84% |
$21.3K - $23.5K
|
5.96K
$635K
|
|
Q1 2024 | |||||||
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-500- 18.34% |
$42.2K - $47.2K
|
2.23K
$237K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10- 0.25% |
$740 - $862
|
4.04K
$430K
|
|
Q3 2023 | |||||||
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 89.55% |
$9.21K - $9.91K
|
14
$1.49K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-770- 18.77% |
$55.9K - $61.4K
|
3.33K
$355K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.82% |
$4.64K - $5.1K
|
3.45K
$368K
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-18K- 7.86% |
$1.16M - $1.32M
|
211K
$22.5M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-45- 0.84% |
$2.89K - $3.3K
|
5.3K
$565K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-29.7K- 6.57% |
$1.91M - $2.3M
|
423K
$45M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 23.6% |
$2.7K - $3.25K
|
136
$14.5K
|