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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.9KNew |
$548K - $594K
|
4.9K
$596K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-643- 10.1% |
$71.9K - $78K
|
5.72K
$696K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.56KNew |
$398K - $432K
|
3.56K
$433K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.4KNew |
$156K - $170K
|
1.4K
$170K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-45- 0.33% |
$5.03K - $5.46K
|
13.5K
$1.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
158+ 1.1% |
$17.7K - $19.2K
|
14.5K
$1.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.14K+ 17.99% |
$128K - $139K
|
7.5K
$912K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.58KNew |
$288K - $313K
|
2.58K
$313K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
169K+ 5.42% |
$18.9M - $20.5M
|
3.29M
$400M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.74K- 3.51% |
$306K - $332K
|
75.3K
$9.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 0.32% |
$782 - $849
|
2.21K
$268K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.86KNew |
$543K - $589K
|
4.86K
$591K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.29K- 26.87% |
$1.04M - $1.13M
|
25.3K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.37K- 22.24% |
$265K - $288K
|
8.3K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-409- 2.03% |
$45.7K - $49.6K
|
19.8K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11KNew |
$1.23M - $1.34M
|
11K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.62K+ 26.62% |
$963K - $1.05M
|
41K
$4.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.13K- 4.41% |
$126K - $137K
|
24.5K
$2.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.02K+ 0.49% |
$114K - $123K
|
207K
$25.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
120+ 9.71% |
$13.4K - $14.6K
|
1.36K
$165K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.32K- 18.35% |
$260K - $282K
|
10.3K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.46K+ 9.57% |
$274K - $298K
|
28.1K
$3.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50.3KNew |
$5.62M - $6.09M
|
50.3K
$6.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-497- 3.48% |
$55.5K - $60.3K
|
13.8K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
224+ 3.89% |
$25K - $27.2K
|
5.99K
$728K
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-725- 12.38% |
$81K - $87.9K
|
5.13K
$624K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.24% |
$1.56K - $1.7K
|
5.76K
$700K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.62K+ 32.17% |
$293K - $318K
|
10.8K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-857- 1.12% |
$95.8K - $104K
|
75.4K
$9.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.55K+ 1.76% |
$956K - $1.04M
|
495K
$60.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.26K+ 24.35% |
$253K - $275K
|
11.6K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.61K+ 2.92% |
$739K - $801K
|
233K
$28.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.68K+ 57.24% |
$188K - $204K
|
4.62K
$561K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
41.8K+ 92.36% |
$4.67M - $5.07M
|
87K
$10.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.57K+ 4.28% |
$511K - $555K
|
112K
$13.6M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.05K+ 9.59% |
$453K - $491K
|
46.3K
$5.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34.6KNew |
$3.87M - $4.2M
|
34.6K
$4.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.31% |
$671 - $728
|
1.97K
$239K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.11KNew |
$124K - $134K
|
1.11K
$134K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-11.2K- 45.34% |
$1.25M - $1.36M
|
13.5K
$1.64M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
15.4K+ 15.31% |
$1.72M - $1.87M
|
116K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-43.3K- 69.12% |
$4.84M - $5.25M
|
19.4K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 2.86% |
$1.29M - $1.4M
|
414K
$50.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.31K+ 8.72% |
$258K - $280K
|
28.7K
$3.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2+ 25.0% |
$224 - $243
|
10
$1.22K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.7K+ 21.93% |
$189K - $206K
|
9.42K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
148+ 4.01% |
$16.5K - $17.9K
|
3.84K
$467K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.27KNew |
$365K - $396K
|
3.27K
$397K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-200- 10.08% |
$22.4K - $24.3K
|
1.78K
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
22.3K+ 18.61% |
$2.49M - $2.7M
|
142K
$17.3M
|
|