Pensionmark Financial Group, LLC J P Morgan Exchg Traded Fd Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 3,837 shares of BBUS stock, worth $466,579. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,837

Previous 3,689 4.01%

Holding current value

$466,579

Previous $412,000 12.14%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$111.77 - $121.28 $16,541 - $17,949	148 Added 4.01%	3,837 $462,000
Q2 2025 Aug 04, 2025	SELL	$89.63 - $111.92 $81,921 - $102,294	-914 Reduced 19.86%	3,689 $412,000
Q1 2025 Apr 29, 2025	BUY	$99.5 - $110.97 $121,091 - $135,050	1,217 Added 35.94%	4,603 $464,000
Q4 2024 Feb 12, 2025	BUY	$102.46 - $110.17 $59,939 - $64,449	585 Added 20.89%	3,386 $358,000
Q3 2024 Nov 25, 2024	SELL	$93.22 - $103.58 $10.9 Million - $12.1 Million	-116,633 Reduced 97.65%	2,801 $290,000

Q3 2024 Nov 14, 2024	BUY	$93.22 - $103.58 $11.1 Million - $12.4 Million	119,434 New	119,434 $12.4 Million
Q1 2024 May 15, 2024	BUY	$84.37 - $94.43 $561,397 - $628,337	6,654 New	6,654 $628,000

Others Institutions Holding BBUS

# of Institutions

197

Shares Held

27.4M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD

Ticker BBUS
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Pensionmark Financial Group, LLC J P Morgan Exchg Traded Fd Transaction History