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 138 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
99,720
shares
|
$10.9 Million
1.64% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
85,350
shares
|
$9.37 Million
0.0% of portfolio
|
Q3 2024
Added 91.36%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
83,346
shares
|
$9.15 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
80,360
shares
|
$8.82 Million
2.19% of portfolio
|
Q4 2024
Added 686.22%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
76,284
shares
|
$8.37 Million
1.37% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
72,540
shares
|
$7.96 Million
0.0% of portfolio
|
Q3 2024
Added 165.89%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
57,906
shares
|
$6.36 Million
0.04% of portfolio
|
Q3 2024
Added 70.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
49,882
shares
|
$5.48 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
46,900
shares
|
$5.15 Million
0.82% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
46,655
shares
|
$5.12 Million
0.06% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
46,180
shares
|
$5.07 Million
0.02% of portfolio
|
Q3 2024
Added 56.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
44,433
shares
|
$4.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
40,299
shares
|
$4.42 Million
3.1% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
40,045
shares
|
$4.4 Million
0.32% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
35,501
shares
|
$3.9 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
34,843
shares
|
$3.83 Million
0.28% of portfolio
|
Q3 2024
Reduced 36.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
33,145
shares
|
$3.64 Million
0.13% of portfolio
|
Q3 2024
Added 123.88%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
32,663
shares
|
$3.59 Million
1.21% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
31,068
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2024
Added 46270.15%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
27,431
shares
|
$3.01 Million
0.76% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
26,316
shares
|
$2.89 Million
0.1% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
22,569
shares
|
$2.48 Million
4.29% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
22,371
shares
|
$2.46 Million
0.04% of portfolio
|
Q3 2024
Added 42.37%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
21,251
shares
|
$2.33 Million
0.15% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
21,047
shares
|
$2.31 Million
1.16% of portfolio
|
Q4 2024
Added 1.47%
|