Latest Institutional Purchases of J P Morgan Exchg Traded Fd (BBUS)
This list provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd (BBUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
166K+ 43.99% |
$19.7M - $20.7M
|
544K
$66.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
20.1K+ 4.06% |
$2.38M - $2.51M
|
515K
$62.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.9K+ 4.57% |
$2.24M - $2.36M
|
433K
$52.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
15.2K+ 7.31% |
$1.79M - $1.89M
|
223K
$27.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9.65K+ 68950.0% |
$1.14M - $1.2M
|
9.67K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.54K+ 38.93% |
$1.13M - $1.19M
|
34.1K
$4.14M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.82K+ 41.35% |
$926K - $974K
|
26.7K
$3.25M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
7.27K+ 1.33% |
$861K - $905K
|
555K
$67.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.8K+ 6.66% |
$686K - $722K
|
92.8K
$11.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
5.09K+ 10.91% |
$603K - $634K
|
51.8K
$6.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.15KNew |
$491K - $516K
|
4.15K
$504K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.84K+ 34.89% |
$455K - $478K
|
14.9K
$1.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.8K+ 13.4% |
$332K - $349K
|
23.7K
$2.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.81K+ 39.22% |
$214K - $225K
|
6.43K
$781K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
951+ 44.29% |
$113K - $118K
|
3.1K
$377K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
643+ 0.67% |
$76.1K - $80K
|
96.1K
$11.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
399+ 1.39% |
$47.2K - $49.7K
|
29.1K
$3.54M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
361+ 9.57% |
$42.7K - $44.9K
|
4.13K
$502K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
288+ 1.23% |
$34.1K - $35.9K
|
23.8K
$2.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
227+ 6.95% |
$26.9K - $28.3K
|
3.49K
$425K
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
169+ 4.56% |
$20K - $21K
|
3.87K
$471K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
144New |
$17K - $17.9K
|
144
$17.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
138+ 0.7% |
$16.3K - $17.2K
|
19.9K
$2.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
90+ 3.89% |
$10.7K - $11.2K
|
2.4K
$292K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.31% |
$710 - $747
|
1.97K
$240K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.05% |
$237 - $249
|
4.13K
$502K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
482K+ 26.83% |
$53.9M - $58.5M
|
2.28M
$277M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
415K+ 414.92% |
$46.3M - $50.3M
|
514K
$62.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
169K+ 5.42% |
$18.9M - $20.5M
|
3.29M
$400M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 10.16% |
$18.5M - $20.1M
|
1.8M
$219M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
165K+ 5.89% |
$18.5M - $20M
|
2.97M
$361M
|
|
|
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 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
77.1K+ 21.41% |
$8.62M - $9.36M
|
437K
$53.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
68K+ 150.45% |
$7.6M - $8.24M
|
113K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50.3KNew |
$5.62M - $6.09M
|
50.3K
$6.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
49.8KNew |
$5.57M - $6.04M
|
49.8K
$6.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.6K+ 9.66% |
$5.21M - $5.65M
|
529K
$64.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34.6KNew |
$3.87M - $4.2M
|
34.6K
$4.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
30.6KNew |
$3.42M - $3.71M
|
30.6K
$3.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24.2K+ 18.22% |
$2.71M - $2.94M
|
157K
$19.1M
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
22.3K+ 18.61% |
$2.49M - $2.7M
|
142K
$17.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.3K+ 11.32% |
$2.16M - $2.34M
|
190K
$23.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.4KNew |
$1.94M - $2.11M
|
17.4K
$2.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17.3K+ 5.42% |
$1.94M - $2.1M
|
337K
$41M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
15.4K+ 15.31% |
$1.72M - $1.87M
|
116K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.1K+ 34.06% |
$1.46M - $1.59M
|
51.6K
$6.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.9K+ 14.57% |
$1.21M - $1.32M
|
85.4K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
10.9KNew |
$1.21M - $1.32M
|
10.9K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.7K+ 167.19% |
$1.2M - $1.3M
|
17.1K
$2.08M
|
|