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 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-125- 2.94% |
$14K - $15.2K
|
4.13K
$502K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 12.7% |
$340K - $369K
|
20.9K
$2.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-12.4K- 76.93% |
$1.38M - $1.5M
|
3.71K
$451K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.62K+ 7.43% |
$182K - $197K
|
23.5K
$2.85M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13+ 0.05% |
$1.45K - $1.58K
|
25.4K
$3.09M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
157K+ 71.0% |
$17.5M - $19M
|
378K
$45.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.79KNew |
$200K - $217K
|
1.79K
$217K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
249+ 1.68% |
$27.8K - $30.2K
|
15K
$1.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-4- 1.65% |
$447 - $485
|
238
$28.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-486K- 83.59% |
$54.4M - $59M
|
95.5K
$11.6M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-65- 2.94% |
$7.27K - $7.88K
|
2.15K
$261K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.1K- 10.36% |
$726K - $907K
|
70.1K
$8.52M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.77KNew |
$158K - $198K
|
1.77K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50New |
$4.48K - $5.6K
|
50
$6.08K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.22KNew |
$199K - $248K
|
2.22K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
181+ 208.05% |
$16.2K - $20.3K
|
268
$32.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
285New |
$25.5K - $31.9K
|
285
$34.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
128KNew |
$11.5M - $14.3M
|
128K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.06KNew |
$633K - $790K
|
7.06K
$858K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-349- 3.26% |
$31.3K - $39.1K
|
10.4K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
260+ 10.7% |
$23.3K - $29.1K
|
2.69K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.3KNew |
$2.63M - $3.28M
|
29.3K
$3.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.96KNew |
$624K - $779K
|
6.96K
$846K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9New |
$807 - $1.01K
|
9
$1.09K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
408+ 5.42% |
$36.6K - $45.7K
|
7.93K
$965K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9New |
$807 - $1.01K
|
9
$1.09K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.23K+ 20.63% |
$110K - $138K
|
7.19K
$875K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
671+ 16.6% |
$60.1K - $75.1K
|
4.71K
$573K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.3% |
$89.6 - $112
|
339
$41.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
128+ 3.74% |
$11.5K - $14.3K
|
3.56K
$432K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
407+ 678.33% |
$36.5K - $45.6K
|
467
$56.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
191New |
$17.1K - $21.4K
|
191
$23.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-21.4K- 17.72% |
$1.92M - $2.4M
|
99.5K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.95KNew |
$175K - $218K
|
1.95K
$237K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-834K- 99.98% |
$83M - $92.6M
|
207
$25.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.6K- 8.15% |
$1.05M - $1.17M
|
119K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-1- 0.87% |
$99.5 - $111
|
114
$13.9K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.09KNew |
$208K - $232K
|
2.09K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.69KNew |
$268K - $299K
|
2.69K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
24.2K+ 103.42% |
$2.41M - $2.68M
|
47.5K
$5.78M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.17KNew |
$316K - $352K
|
3.17K
$386K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.04KNew |
$203K - $226K
|
2.04K
$248K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
600New |
$59.7K - $66.6K
|
600
$73K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
37+ 33.94% |
$3.68K - $4.11K
|
146
$17.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
625New |
$62.2K - $69.4K
|
625
$76K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-383Closed |
$38.1K - $42.5K
|
0
$0
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
176New |
$18K - $19.4K
|
176
$21.4K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.91K+ 78.25% |
$708K - $761K
|
15.7K
$1.91M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
333New |
$34.1K - $36.7K
|
333
$40.5K
|
|