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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35- 3.59% |
$3.14K - $3.92K
|
941
$109K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-24- 1.87% |
$2.15K - $2.69K
|
1.26K
$146K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-834K- 99.98% |
$83M - $92.6M
|
207
$23.9K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.6K- 8.15% |
$1.05M - $1.17M
|
119K
$13.8M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-483- 7.76% |
$48.1K - $53.6K
|
5.74K
$663K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-387- 3.06% |
$38.5K - $42.9K
|
12.3K
$1.42M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-383Closed |
$38.1K - $42.5K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-1- 0.87% |
$99.5 - $111
|
114
$13.2K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-56- 1.87% |
$5.74K - $6.17K
|
2.93K
$339K
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$102 - $110
|
8
$923
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-750- 27.27% |
$69.9K - $77.7K
|
2K
$231K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-5- 2.79% |
$466 - $518
|
174
$20.1K
|
|
Q1 2024 | |||||||
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-500- 18.34% |
$42.2K - $47.2K
|
2.23K
$257K
|
|
Q3 2023 | |||||||
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 89.55% |
$9.21K - $9.91K
|
14
$1.62K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-770- 18.77% |
$55.9K - $61.4K
|
3.33K
$384K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.82% |
$4.64K - $5.1K
|
3.45K
$399K
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-18K- 7.86% |
$1.16M - $1.32M
|
211K
$24.4M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-45- 0.84% |
$2.89K - $3.3K
|
5.3K
$612K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-29.7K- 6.57% |
$1.91M - $2.3M
|
423K
$48.8M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 23.6% |
$2.7K - $3.25K
|
136
$15.7K
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-72.8K- 96.07% |
$4.79M - $6.03M
|
2.98K
$344K
|
|
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
|