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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.24K+ 17.47% |
$229K - $247K
|
15K
$1.51M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.19KNew |
$224K - $241K
|
2.19K
$220K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1KNew |
$215K - $232K
|
2.1K
$211K
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.1K+ 10.48% |
$215K - $231K
|
22.1K
$2.22M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.83K+ 1.55% |
$187K - $201K
|
120K
$12M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.76KNew |
$180K - $194K
|
1.76K
$176K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.61KNew |
$165K - $177K
|
1.61K
$161K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.53K+ 17.67% |
$157K - $169K
|
10.2K
$1.02M
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.47K+ 1.27% |
$151K - $162K
|
117K
$11.8M
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.33K+ 7.57% |
$136K - $146K
|
18.9K
$1.9M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.13K+ 2.53% |
$115K - $124K
|
45.6K
$4.57M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.03K+ 29.01% |
$105K - $113K
|
4.57K
$458K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.01KNew |
$104K - $112K
|
1.01K
$102K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
962+ 186.8% |
$98.6K - $106K
|
1.48K
$148K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
744+ 13.57% |
$76.2K - $82K
|
6.23K
$625K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730New |
$74.8K - $80.4K
|
730
$73.2K
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
647+ 11.46% |
$66.3K - $71.3K
|
6.29K
$631K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
585+ 20.89% |
$59.9K - $64.4K
|
3.39K
$340K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
549+ 53.82% |
$56.3K - $60.5K
|
1.57K
$157K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
516New |
$52.9K - $56.8K
|
516
$51.8K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
440+ 20.03% |
$45.1K - $48.5K
|
2.64K
$265K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434+ 8.41% |
$44.5K - $47.8K
|
5.6K
$561K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
359+ 3.43% |
$36.8K - $39.6K
|
10.8K
$1.09M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
347+ 5.0% |
$35.6K - $38.2K
|
7.28K
$731K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
346+ 4.41% |
$35.5K - $38.1K
|
8.19K
$822K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
335New |
$34.3K - $36.9K
|
335
$33.6K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
333New |
$34.1K - $36.7K
|
333
$33.4K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
304+ 1.47% |
$31.1K - $33.5K
|
21K
$2.11M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
174+ 1160.0% |
$17.8K - $19.2K
|
189
$19K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
161+ 23.54% |
$16.5K - $17.7K
|
845
$84.8K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
156New |
$16K - $17.2K
|
156
$15.7K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
115New |
$11.8K - $12.7K
|
115
$11.5K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
109New |
$11.2K - $12K
|
109
$10.9K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
87New |
$8.91K - $9.58K
|
87
$8.73K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
59+ 0.43% |
$6.05K - $6.5K
|
13.9K
$1.4M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 1.29% |
$4.82K - $5.18K
|
3.69K
$370K
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
43+ 0.53% |
$4.41K - $4.74K
|
8.21K
$824K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
33New |
$3.38K - $3.64K
|
33
$3.31K
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 0.78% |
$2.77K - $2.97K
|
3.5K
$352K
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
24+ 0.4% |
$2.46K - $2.64K
|
6.01K
$603K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22New |
$2.25K - $2.42K
|
22
$2.21K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
16+ 0.71% |
$1.64K - $1.76K
|
2.28K
$229K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
13+ 0.54% |
$1.33K - $1.43K
|
2.43K
$244K
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
12+ 0.38% |
$1.23K - $1.32K
|
3.15K
$316K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$820 - $881
|
8
$803
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5+ 1.1% |
$512 - $551
|
459
$46.1K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.78% |
$102 - $110
|
129
$12.9K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$102 - $110
|
1
$100
|
|
Q3 2024 | |||||||
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
533K+ 26.8% |
$49.7M - $55.2M
|
2.52M
$253M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
496KNew |
$46.2M - $51.3M
|
496K
$49.7M
|