Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
166K+ 43.99% |
$19.7M - $20.7M
|
544K
$66.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
20.1K+ 4.06% |
$2.38M - $2.51M
|
515K
$62.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.9K+ 4.57% |
$2.24M - $2.36M
|
433K
$52.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
15.2K+ 7.31% |
$1.79M - $1.89M
|
223K
$27.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9.65K+ 68950.0% |
$1.14M - $1.2M
|
9.67K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.54K+ 38.93% |
$1.13M - $1.19M
|
34.1K
$4.14M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.82K+ 41.35% |
$926K - $974K
|
26.7K
$3.25M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
7.27K+ 1.33% |
$861K - $905K
|
555K
$67.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.8K+ 6.66% |
$686K - $722K
|
92.8K
$11.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
5.09K+ 10.91% |
$603K - $634K
|
51.8K
$6.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.15KNew |
$491K - $516K
|
4.15K
$504K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.84K+ 34.89% |
$455K - $478K
|
14.9K
$1.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.8K+ 13.4% |
$332K - $349K
|
23.7K
$2.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.81K+ 39.22% |
$214K - $225K
|
6.43K
$781K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
951+ 44.29% |
$113K - $118K
|
3.1K
$377K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
643+ 0.67% |
$76.1K - $80K
|
96.1K
$11.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
399+ 1.39% |
$47.2K - $49.7K
|
29.1K
$3.54M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
361+ 9.57% |
$42.7K - $44.9K
|
4.13K
$502K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
288+ 1.23% |
$34.1K - $35.9K
|
23.8K
$2.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
227+ 6.95% |
$26.9K - $28.3K
|
3.49K
$425K
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
169+ 4.56% |
$20K - $21K
|
3.87K
$471K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
144New |
$17K - $17.9K
|
144
$17.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
138+ 0.7% |
$16.3K - $17.2K
|
19.9K
$2.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
90+ 3.89% |
$10.7K - $11.2K
|
2.4K
$292K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.31% |
$710 - $747
|
1.97K
$240K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.05% |
$237 - $249
|
4.13K
$502K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-81- 5.97% |
$9.59K - $10.1K
|
1.28K
$155K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-93- 0.37% |
$11K - $11.6K
|
25.3K
$3.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-312- 5.45% |
$36.9K - $38.8K
|
5.41K
$658K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-330- 5.21% |
$39.1K - $41.1K
|
6K
$729K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
SELL
|
- |
-504- 6.45% |
$59.6K - $62.7K
|
7.31K
$889K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-844- 1.12% |
$99.9K - $105K
|
74.6K
$9.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.2K- 6.2% |
$142K - $149K
|
18.2K
$2.21M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.46K- 3.75% |
$291K - $306K
|
63.2K
$7.69M
|
|