Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
108+ 0.87% |
$8.29K - $8.92K
|
12.6K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
96+ 5.08% |
$7.37K - $7.92K
|
1.98K
$216K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
90+ 13.64% |
$6.91K - $7.43K
|
750
$81.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
66New |
$5.07K - $5.45K
|
66
$7.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
60+ 3.32% |
$4.61K - $4.95K
|
1.87K
$204K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24New |
$1.84K - $1.98K
|
24
$2.62K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$154 - $165
|
3.1K
$338K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$76.8 - $82.6
|
451
$49.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$76.8 - $82.6
|
1
$109
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-23- 6.69% |
$1.77K - $1.9K
|
321
$35K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-108- 3.36% |
$8.29K - $8.92K
|
3.11K
$339K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 89.55% |
$9.21K - $9.91K
|
14
$1.53K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-159- 70.98% |
$12.2K - $13.1K
|
65
$7.09K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-165- 18.81% |
$12.7K - $13.6K
|
712
$77.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-166- 0.03% |
$12.7K - $13.7K
|
577K
$63M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-178- 0.73% |
$13.7K - $14.7K
|
24.2K
$2.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-237- 85.56% |
$18.2K - $19.6K
|
40
$4.36K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.4K- 32.13% |
$108K - $116K
|
2.96K
$323K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 22.48% |
$186K - $200K
|
8.36K
$912K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.09K- 9.64% |
$698K - $750K
|
85.2K
$9.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15K- 41.65% |
$1.15M - $1.24M
|
21K
$2.29M
|