Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
480K+ 23263.37% |
$49.2M - $52.9M
|
482K
$52.3M
|
|
|
Jan 31, 2025
Q4 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
463KNew |
$47.4M - $51M
|
463K
$50.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
447K+ 12.06% |
$45.8M - $49.3M
|
4.16M
$451M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
396KNew |
$40.6M - $43.6M
|
396K
$43M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
373K+ 12184.08% |
$38.2M - $41.1M
|
376K
$40.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
261KNew |
$26.7M - $28.7M
|
261K
$28.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
177K+ 8.01% |
$18.2M - $19.5M
|
2.39M
$260M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
115KNew |
$11.8M - $12.7M
|
115K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
107K+ 9.7% |
$11M - $11.8M
|
1.21M
$131M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
101KNew |
$10.4M - $11.1M
|
101K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
96.8KNew |
$9.92M - $10.7M
|
96.8K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.2K+ 7.98% |
$9.54M - $10.3M
|
1.26M
$137M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.3K+ 35.72% |
$7.2M - $7.75M
|
267K
$29M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
70.1K+ 686.22% |
$7.19M - $7.73M
|
80.4K
$8.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.5K+ 5.0% |
$6.81M - $7.33M
|
1.4M
$152M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.6K+ 22.72% |
$5.08M - $5.46M
|
268K
$29.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.5KNew |
$4.56M - $4.9M
|
44.5K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.7K+ 294.51% |
$3.46M - $3.72M
|
45.2K
$4.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32K+ 25.07% |
$3.28M - $3.53M
|
160K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 8.61% |
$3.23M - $3.47M
|
398K
$43.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
28.1K+ 4.15% |
$2.88M - $3.1M
|
706K
$76.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.9KNew |
$1.94M - $2.08M
|
18.9K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.8KNew |
$1.93M - $2.07M
|
18.8K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
18.6KNew |
$1.9M - $2.04M
|
18.6K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.8K+ 20.83% |
$1.82M - $1.96M
|
103K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.7K+ 11.31% |
$1.61M - $1.73M
|
155K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14.8K+ 9.0% |
$1.52M - $1.63M
|
180K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13K+ 125.06% |
$1.33M - $1.43M
|
23.4K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.5K+ 14.31% |
$1.28M - $1.38M
|
99.7K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$1.06M - $1.14M
|
10.4K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.9K+ 71.22% |
$1.01M - $1.09M
|
23.8K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.49K+ 16.39% |
$972K - $1.05M
|
67.4K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.25K+ 171.27% |
$845K - $909K
|
13.1K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.7KNew |
$789K - $848K
|
7.7K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.92K+ 21.19% |
$709K - $762K
|
39.6K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.46K+ 13.98% |
$662K - $711K
|
52.6K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.13K+ 4.67% |
$628K - $676K
|
138K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.06K+ 85.39% |
$620K - $667K
|
13.1K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.6K+ 25.04% |
$574K - $617K
|
28K
$3.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.81K+ 11.44% |
$493K - $530K
|
46.9K
$5.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.46KNew |
$457K - $491K
|
4.46K
$484K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.1K+ 10.17% |
$420K - $451K
|
44.4K
$4.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.73K+ 12.01% |
$382K - $411K
|
34.8K
$3.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.34KNew |
$342K - $368K
|
3.34K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.94K+ 11.99% |
$301K - $323K
|
27.4K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.84K+ 15.78% |
$291K - $313K
|
20.9K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.59K+ 2.03% |
$265K - $285K
|
130K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.54K+ 3.32% |
$260K - $279K
|
78.8K
$8.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.43K+ 71.01% |
$249K - $268K
|
5.85K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.24K+ 17.47% |
$229K - $247K
|
15K
$1.63M
|