Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.21K+ 14.83% |
$108K - $119K
|
9.35K
$1.02M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.15KNew |
$103K - $114K
|
1.15K
$125K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
997+ 12.79% |
$89.2K - $98.5K
|
8.79K
$959K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
887+ 0.75% |
$79.3K - $87.7K
|
119K
$13M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
740+ 291.34% |
$66.2K - $73.1K
|
994
$108K
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
705+ 15.66% |
$63K - $69.7K
|
5.21K
$568K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
636New |
$56.9K - $62.8K
|
636
$69.4K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
619+ 91.03% |
$55.4K - $61.2K
|
1.3K
$142K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
582+ 7.28% |
$52K - $57.5K
|
8.58K
$936K
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
510+ 8.93% |
$45.6K - $50.4K
|
6.22K
$679K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
451+ 2.61% |
$40.3K - $44.6K
|
17.7K
$1.93M
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
417+ 3.75% |
$37.3K - $41.2K
|
11.5K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
369+ 8.3% |
$33K - $36.5K
|
4.82K
$525K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
347+ 12.04% |
$31K - $34.3K
|
3.23K
$352K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
320New |
$28.6K - $31.6K
|
320
$34.9K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
300New |
$26.8K - $29.6K
|
300
$32.7K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
249+ 62.09% |
$22.3K - $24.6K
|
650
$70.9K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
205+ 2.16% |
$18.3K - $20.3K
|
9.68K
$1.06M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
192New |
$17.2K - $19K
|
192
$20.9K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
172New |
$15.4K - $17K
|
172
$18.8K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
122New |
$10.9K - $12.1K
|
122
$13.3K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
92New |
$8.23K - $9.09K
|
92
$10K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
88+ 3.78% |
$7.87K - $8.7K
|
2.42K
$264K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
67New |
$5.99K - $6.62K
|
67
$7.31K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51New |
$4.56K - $5.04K
|
51
$5.56K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38+ 6.35% |
$3.4K - $3.76K
|
636
$69.4K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
29+ 1.44% |
$2.59K - $2.87K
|
2.05K
$224K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$2.41K - $2.67K
|
27
$2.95K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 3.06% |
$894 - $988
|
337
$36.8K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.77% |
$447 - $494
|
653
$71.2K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$179 - $198
|
3.11K
$339K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1+ 0.04% |
$89.4 - $98.8
|
2.67K
$291K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$89.4 - $98.8
|
128
$14K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3- 0.23% |
$268 - $296
|
1.3K
$141K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4- 1.88% |
$358 - $395
|
209
$22.8K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.02% |
$894 - $988
|
54.7K
$5.97M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-40- 0.12% |
$3.58K - $3.95K
|
33.9K
$3.7M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-43- 1.2% |
$3.85K - $4.25K
|
3.54K
$386K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-117- 1.83% |
$10.5K - $11.6K
|
6.27K
$684K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-154- 1.88% |
$13.8K - $15.2K
|
8.04K
$877K
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-196- 1.17% |
$17.5K - $19.4K
|
16.6K
$1.81M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-236- 9.37% |
$21.1K - $23.3K
|
2.28K
$249K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-238- 3.84% |
$21.3K - $23.5K
|
5.96K
$650K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-266- 4.45% |
$23.8K - $26.3K
|
5.71K
$623K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-330- 54.1% |
$29.5K - $32.6K
|
280
$30.5K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-566- 15.57% |
$50.6K - $55.9K
|
3.07K
$335K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.04K- 6.27% |
$93K - $103K
|
15.6K
$1.7M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 4.34% |
$97.1K - $107K
|
24K
$2.61M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.23K- 9.8% |
$110K - $122K
|
11.3K
$1.23M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.27K- 3.45% |
$113K - $125K
|
35.5K
$3.87M
|