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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.78K+ 2.53% |
$277K - $309K
|
113K
$12.6M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.7K+ 153.67% |
$269K - $300K
|
4.46K
$499K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.69KNew |
$268K - $299K
|
2.69K
$301K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.67K+ 32.54% |
$265K - $296K
|
10.9K
$1.21M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.46K+ 18.7% |
$245K - $273K
|
15.6K
$1.74M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.43KNew |
$242K - $270K
|
2.43K
$272K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.42K+ 5.44% |
$240K - $268K
|
46.8K
$5.23M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.28KNew |
$227K - $253K
|
2.28K
$255K
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.21KNew |
$220K - $246K
|
2.21K
$247K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.12KNew |
$211K - $235K
|
2.12K
$237K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.09KNew |
$208K - $232K
|
2.09K
$234K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.09K+ 20.49% |
$208K - $232K
|
12.3K
$1.37M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.04KNew |
$203K - $226K
|
2.04K
$228K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.99K+ 14.27% |
$198K - $221K
|
16K
$1.78M
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 8.77% |
$184K - $205K
|
22.9K
$2.56M
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.83K+ 353.88% |
$182K - $203K
|
2.34K
$262K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.66K+ 8.82% |
$165K - $184K
|
20.5K
$2.29M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.63K+ 5.94% |
$162K - $181K
|
29.1K
$3.25M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 17.9% |
$150K - $167K
|
9.91K
$1.11M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.39K+ 30.46% |
$138K - $154K
|
5.96K
$666K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.22K+ 35.94% |
$121K - $135K
|
4.6K
$514K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.19K+ 9.09% |
$118K - $132K
|
14.3K
$1.59M
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.1K+ 5.8% |
$109K - $122K
|
20K
$2.23M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.09K+ 13.97% |
$108K - $121K
|
8.89K
$994K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.03K+ 12.54% |
$102K - $114K
|
9.24K
$1.03M
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
913+ 4.13% |
$90.8K - $101K
|
23K
$2.57M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
759+ 1.62% |
$75.5K - $84.2K
|
47.7K
$5.33M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
718+ 31.44% |
$71.4K - $79.7K
|
3K
$336K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
699+ 29.97% |
$69.6K - $77.6K
|
3.03K
$339K
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
654+ 19.59% |
$65.1K - $72.6K
|
3.99K
$446K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
625New |
$62.2K - $69.4K
|
625
$69.9K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
610+ 29.01% |
$60.7K - $67.7K
|
2.71K
$303K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
600New |
$59.7K - $66.6K
|
600
$67.1K
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
433+ 16.74% |
$43.1K - $48.1K
|
3.02K
$337K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
417+ 6.63% |
$41.5K - $46.3K
|
6.71K
$750K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
361+ 462.82% |
$35.9K - $40.1K
|
439
$49.1K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
345+ 2.48% |
$34.3K - $38.3K
|
14.3K
$1.59M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
262+ 16.7% |
$26.1K - $29.1K
|
1.83K
$205K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
244+ 3.35% |
$24.3K - $27.1K
|
7.53K
$841K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
212+ 98.6% |
$21.1K - $23.5K
|
427
$47.7K
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
153+ 2.55% |
$15.2K - $17K
|
6.16K
$689K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
122+ 0.07% |
$12.1K - $13.5K
|
180K
$20.1M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
119New |
$11.8K - $13.2K
|
119
$13.3K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 0.48% |
$8.96K - $9.99K
|
19K
$2.12M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
82+ 8200.0% |
$8.16K - $9.1K
|
83
$9.28K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
69+ 0.32% |
$6.87K - $7.66K
|
21.8K
$2.44M
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
41+ 4.85% |
$4.08K - $4.55K
|
886
$99K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
37+ 33.94% |
$3.68K - $4.11K
|
146
$16.3K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
19+ 1.5% |
$1.89K - $2.11K
|
1.29K
$144K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$995 - $1.11K
|
10
$1.12K
|