Institutional Ownership J P Morgan Exchg Traded Fd (BBUS)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd (BBUS). We have compiled data on the 181 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,430,698
shares
|
$511 Million
0.04% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,120,488
shares
|
$360 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
2,856,818
shares
|
$330 Million
5.19% of portfolio
|
Q2 2025
Added 108.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,804,857
shares
|
$324 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,798,161
shares
|
$207 Million
0.01% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,631,843
shares
|
$188 Million
0.06% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
687,686
shares
|
$79.4 Million
4.85% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
581,991
shares
|
$67.2 Million
1.48% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
495,546
shares
|
$57.2 Million
9.55% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
486,677
shares
|
$56.2 Million
15.76% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
482,627
shares
|
$55.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
465,258
shares
|
$53.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Aug 08, 2025 Q2 2025 |
463,000
shares
|
$53.4 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
441,230
shares
|
$50.9 Million
1.61% of portfolio
|
Q2 2025
Added 60.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
422,509
shares
|
$48.8 Million
0.76% of portfolio
|
Q3 2022
Reduced 6.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
421,144
shares
|
$48.6 Million
0.11% of portfolio
|
Q2 2025
Added 137.85%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
402,511
shares
|
$46.4 Million
1.08% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
360,284
shares
|
$41.6 Million
0.07% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
319,774
shares
|
$36.9 Million
3.16% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
230,419
shares
|
$26.6 Million
0.03% of portfolio
|
Q3 2024
Added 99.31%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
226,009
shares
|
$26.1 Million
14.72% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
220,954
shares
|
$25.5 Million
6.3% of portfolio
|
Q2 2025
Added 350.12%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
211,318
shares
|
$24.4 Million
14.06% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
206,981
shares
|
$23.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 76.82%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
206,411
shares
|
$23.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.42%
|