Purchases and Sales Made in Q1 2025 in J P Morgan Exchg Traded Fd (BBUS)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd (BBUS) during Q1 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHG-TRADED FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.17MNew |
$315M - $352M
|
3.17M
$318M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
564KNew |
$56.1M - $62.6M
|
564K
$56.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
329K+ 26.1% |
$32.8M - $36.5M
|
1.59M
$159M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.4K+ 17.65% |
$8.2M - $9.15M
|
550K
$55.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
52.3K+ 33.79% |
$5.21M - $5.81M
|
207K
$20.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
49.1KNew |
$4.88M - $5.45M
|
49.1K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
41.4K+ 10.47% |
$4.12M - $4.6M
|
437K
$43.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
18.2KNew |
$1.81M - $2.02M
|
18.2K
$1.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18K+ 2.55% |
$1.79M - $2M
|
724K
$72.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
16.9K+ 48.5% |
$1.68M - $1.87M
|
51.7K
$5.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.8KNew |
$1.67M - $1.86M
|
16.8K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
9.25K+ 23.38% |
$921K - $1.03M
|
48.8K
$4.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.43K+ 3.16% |
$839K - $936K
|
276K
$27.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.01K+ 32.47% |
$796K - $888K
|
32.7K
$3.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.69K+ 32.07% |
$666K - $743K
|
27.6K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.35K+ 28.13% |
$632K - $705K
|
28.9K
$2.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.32K+ 3.98% |
$330K - $368K
|
86.7K
$8.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 0.72% |
$285K - $318K
|
400K
$40.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.79KNew |
$278K - $309K
|
2.79K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.7K+ 153.67% |
$269K - $300K
|
4.46K
$447K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.46K+ 18.7% |
$245K - $273K
|
15.6K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.42K+ 5.44% |
$240K - $268K
|
46.8K
$4.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.12KNew |
$211K - $235K
|
2.12K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.09K+ 20.49% |
$208K - $232K
|
12.3K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.99K+ 14.27% |
$198K - $221K
|
16K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 8.77% |
$184K - $205K
|
22.9K
$2.29M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.83K+ 353.88% |
$182K - $203K
|
2.34K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.63K+ 5.94% |
$162K - $181K
|
29.1K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.22K+ 35.94% |
$121K - $135K
|
4.6K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.1K+ 5.8% |
$109K - $122K
|
20K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.09K+ 13.97% |
$108K - $121K
|
8.89K
$891K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.03K+ 12.54% |
$102K - $114K
|
9.24K
$926K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
913+ 4.13% |
$90.8K - $101K
|
23K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
759+ 1.62% |
$75.5K - $84.2K
|
47.7K
$4.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
718+ 31.44% |
$71.4K - $79.7K
|
3K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
699+ 29.97% |
$69.6K - $77.6K
|
3.03K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
654+ 19.59% |
$65.1K - $72.6K
|
3.99K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
625New |
$62.2K - $69.4K
|
625
$62.7K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
433+ 16.74% |
$43.1K - $48.1K
|
3.02K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
244+ 3.35% |
$24.3K - $27.1K
|
7.53K
$754K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
212+ 98.6% |
$21.1K - $23.5K
|
427
$42.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 0.48% |
$8.96K - $9.99K
|
19K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
82+ 8200.0% |
$8.16K - $9.1K
|
83
$8.32K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
37+ 33.94% |
$3.68K - $4.11K
|
146
$14.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.27% |
$597 - $666
|
2.19K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1+ 12.5% |
$99.5 - $111
|
9
$902
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-383Closed |
$38.1K - $42.5K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-421- 12.01% |
$41.9K - $46.7K
|
3.08K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-699- 23.06% |
$69.6K - $77.6K
|
2.33K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.73K- 18.32% |
$172K - $192K
|
7.72K
$774K
|