Latest Institutional Transactions on J P Morgan Exchg Traded Fd (BBUS)
This table provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd (BBUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.7K+ 5.38% |
$2.65M - $2.88M
|
465K
$56.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.17K+ 0.88% |
$131K - $142K
|
135K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.6K+ 9.66% |
$5.21M - $5.65M
|
529K
$64.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.27KNew |
$254K - $275K
|
2.27K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.03K- 4.58% |
$115K - $124K
|
21.4K
$2.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
3.35K+ 4.44% |
$374K - $406K
|
78.7K
$9.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.39K+ 11.57% |
$715K - $775K
|
61.7K
$7.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-495- 11.72% |
$55.3K - $60K
|
3.73K
$453K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.01K- 2.93% |
$336K - $365K
|
99.8K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.07KNew |
$567K - $615K
|
5.07K
$617K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.9K- 21.02% |
$1.33M - $1.44M
|
44.6K
$5.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.66KNew |
$185K - $201K
|
1.66K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.78K+ 2.34% |
$311K - $338K
|
122K
$14.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-616- 21.02% |
$68.9K - $74.7K
|
2.31K
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.78% |
$112 - $121
|
130
$15.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-473- 2.46% |
$52.9K - $57.4K
|
18.7K
$2.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.33K+ 2.06% |
$148K - $161K
|
65.7K
$7.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-40- 0.92% |
$4.47K - $4.85K
|
4.32K
$525K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$123K - $134K
|
1.1K
$134K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.49K+ 5.62% |
$278K - $302K
|
46.7K
$5.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
354New |
$39.6K - $42.9K
|
354
$43K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.35M- 47.12% |
$150M - $163M
|
1.51M
$184M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-185K- 4.16% |
$20.6M - $22.4M
|
4.25M
$516M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-169- 2.84% |
$18.9K - $20.5K
|
5.79K
$704K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.8K- 14.86% |
$425K - $461K
|
21.8K
$2.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.82KNew |
$539K - $584K
|
4.82K
$586K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-19- 0.1% |
$2.12K - $2.3K
|
18.9K
$2.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 0.24% |
$559 - $606
|
2.06K
$250K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
82.8K+ 17.81% |
$9.26M - $10M
|
548K
$66.6M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-41- 0.45% |
$4.58K - $4.97K
|
9.01K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.96K- 8.55% |
$1M - $1.09M
|
95.9K
$11.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.57K- 22.17% |
$511K - $555K
|
16.1K
$1.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.34K+ 54.99% |
$150K - $162K
|
3.77K
$459K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 25.27% |
$363K - $394K
|
9.6K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
672+ 7.71% |
$75.1K - $81.5K
|
9.39K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 10.16% |
$18.5M - $20.1M
|
1.8M
$219M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
43+ 32.58% |
$4.81K - $5.22K
|
175
$21.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
393+ 17.75% |
$43.9K - $47.7K
|
2.61K
$317K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55+ 127.91% |
$6.15K - $6.67K
|
98
$11.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.7KNew |
$302K - $328K
|
2.7K
$329K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
81.1K+ 3495.22% |
$9.07M - $9.84M
|
83.4K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.31K- 1.06% |
$816K - $886K
|
680K
$82.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
335+ 6.86% |
$37.4K - $40.6K
|
5.22K
$634K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
7.81KNew |
$873K - $948K
|
7.81K
$950K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.84KNew |
$541K - $587K
|
4.84K
$589K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-796- 4.96% |
$89K - $96.5K
|
15.3K
$1.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
532+ 4.9% |
$59.5K - $64.5K
|
11.4K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
808+ 13.04% |
$90.3K - $98K
|
7K
$852K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24.2K+ 18.22% |
$2.71M - $2.94M
|
157K
$19.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-196- 5.6% |
$21.9K - $23.8K
|
3.31K
$402K
|
|