Institutional Ownership J P Morgan Exchg Traded Fd (BBUS)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd (BBUS). We have compiled data on the 153 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,155,921
shares
|
$451 Million
0.04% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,393,095
shares
|
$260 Million
0.11% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,396,320
shares
|
$152 Million
0.01% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,261,043
shares
|
$137 Million
0.04% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
1,209,249
shares
|
$131 Million
4.87% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
705,569
shares
|
$76.6 Million
5.18% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
514,723
shares
|
$55.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
495,546
shares
|
$53.8 Million
9.55% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
482,220
shares
|
$52.3 Million
0.04% of portfolio
|
Q4 2024
Added 23263.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
467,055
shares
|
$50.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Jan 31, 2025 Q4 2024 |
463,000
shares
|
$50.2 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
422,509
shares
|
$45.8 Million
0.76% of portfolio
|
Q3 2022
Reduced 6.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
397,598
shares
|
$43.1 Million
1.06% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
395,917
shares
|
$43 Million
14.91% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
375,770
shares
|
$40.8 Million
0.27% of portfolio
|
Q4 2024
Reduced 96.28%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
295,064
shares
|
$32 Million
17.59% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
267,941
shares
|
$29.1 Million
0.06% of portfolio
|
Q4 2024
Added 22.72%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
267,175
shares
|
$29 Million
1.03% of portfolio
|
Q4 2024
Added 35.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
260,557
shares
|
$28.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
230,419
shares
|
$25 Million
0.03% of portfolio
|
Q3 2024
Added 99.31%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
211,318
shares
|
$22.9 Million
14.06% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
179,592
shares
|
$19.5 Million
1.09% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
159,677
shares
|
$17.3 Million
1.6% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
154,938
shares
|
$16.8 Million
0.17% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
137,610
shares
|
$14.9 Million
0.05% of portfolio
|
Q4 2024
Added 4.67%
|