Perigon Wealth Management, LLC J P Morgan Exchg Traded Fd Transaction History

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 414,025 shares of BBUS stock, worth $50.3 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

414,025

Previous 402,511 2.86%

Holding current value

$50.3 Million

Previous $45 Million 10.89%

% of portfolio

1.06%

Previous 1.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$111.77 - $121.28 $1.29 Million - $1.4 Million	11,514 Added 2.86%	414,025 $50 Million
Q2 2025 Jul 15, 2025	BUY	$89.63 - $111.92 $183,651 - $229,324	2,049 Added 0.51%	402,511 $45 Million
Q1 2025 Apr 23, 2025	BUY	$99.5 - $110.97 $284,968 - $317,818	2,864 Added 0.72%	400,462 $40.4 Million
Q4 2024 Jan 22, 2025	BUY	$102.46 - $110.17 $3.23 Million - $3.47 Million	31,503 Added 8.61%	397,598 $42.1 Million
Q3 2024 Oct 16, 2024	BUY	$93.22 - $103.58 $3.08 Million - $3.42 Million	33,043 Added 9.92%	366,095 $37.9 Million

Q2 2024 Aug 02, 2024	BUY	$89.42 - $98.82 $2.39 Million - $2.64 Million	26,737 Added 8.73%	333,052 $32.7 Million
Q1 2024 Apr 29, 2024	BUY	$84.37 - $94.43 $25.8 Million - $28.9 Million	306,315 New	306,315 $28.9 Million

Others Institutions Holding BBUS

# of Institutions

197

Shares Held

27.4M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHG-TRADED FD

Ticker BBUS
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Perigon Wealth Management, LLC J P Morgan Exchg Traded Fd Transaction History