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
$354M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
885K+ 11499.74% |
$88.1M - $98.2M
|
893K
$99.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
834K+ 249051.64% |
$83M - $92.6M
|
835K
$93.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
564KNew |
$56.1M - $62.6M
|
564K
$63.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
413K+ 17.26% |
$41.1M - $45.8M
|
2.81M
$314M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
329K+ 26.1% |
$32.8M - $36.5M
|
1.59M
$178M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
275K+ 6.61% |
$27.3M - $30.5M
|
4.43M
$495M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
219K+ 15.69% |
$21.8M - $24.3M
|
1.62M
$181M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
164K+ 13.55% |
$16.3M - $18.2M
|
1.37M
$153M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
136K+ 85.02% |
$13.5M - $15.1M
|
295K
$33M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 147.25% |
$10.5M - $11.7M
|
177K
$19.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
91.1K+ 34.01% |
$9.07M - $10.1M
|
359K
$40.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.4K+ 17.65% |
$8.2M - $9.15M
|
550K
$61.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
52.3K+ 33.79% |
$5.21M - $5.81M
|
207K
$23.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
49.1KNew |
$4.88M - $5.45M
|
49.1K
$5.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
41.4K+ 10.47% |
$4.12M - $4.6M
|
437K
$48.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.2K+ 78.08% |
$3.6M - $4.01M
|
82.5K
$9.22M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.6K+ 71.63% |
$3.25M - $3.62M
|
78.2K
$8.74M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
32.2K+ 40.05% |
$3.2M - $3.57M
|
113K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
31.6KNew |
$3.14M - $3.51M
|
31.6K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27K+ 19.64% |
$2.69M - $3M
|
165K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
24.2K+ 103.42% |
$2.41M - $2.68M
|
47.5K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
22KNew |
$2.19M - $2.44M
|
22K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.2KNew |
$2.01M - $2.24M
|
20.2K
$2.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
18.2KNew |
$1.81M - $2.02M
|
18.2K
$2.04M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
18.1KNew |
$1.8M - $2.01M
|
18.1K
$2.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18K+ 2.55% |
$1.79M - $2M
|
724K
$80.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
16.9K+ 48.5% |
$1.68M - $1.87M
|
51.7K
$5.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.8KNew |
$1.67M - $1.86M
|
16.8K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.1K+ 50.51% |
$1.41M - $1.57M
|
42.1K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
12.8KNew |
$1.27M - $1.42M
|
12.8K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.9KNew |
$1.19M - $1.32M
|
11.9K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.8KNew |
$1.07M - $1.2M
|
10.8K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
9.25K+ 23.38% |
$921K - $1.03M
|
48.8K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.09KNew |
$905K - $1.01M
|
9.09K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.43K+ 3.16% |
$839K - $936K
|
276K
$30.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.01K+ 32.47% |
$796K - $888K
|
32.7K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.8KNew |
$776K - $865K
|
7.8K
$871K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.69K+ 32.07% |
$666K - $743K
|
27.6K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.35K+ 28.13% |
$632K - $705K
|
28.9K
$3.23M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.2K+ 75.02% |
$418K - $466K
|
9.79K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.35K+ 0.65% |
$333K - $371K
|
518K
$57.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.32K+ 3.98% |
$330K - $368K
|
86.7K
$9.69M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.17KNew |
$316K - $352K
|
3.17K
$355K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.93K+ 27.0% |
$291K - $325K
|
13.8K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 0.72% |
$285K - $318K
|
400K
$44.8M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.81K+ 2.78% |
$279K - $311K
|
104K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.81K+ 7.17% |
$279K - $311K
|
41.9K
$4.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.79KNew |
$278K - $309K
|
2.79K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.79K+ 1785.9% |
$277K - $309K
|
2.94K
$329K
|