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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.27KNew |
$365K - $396K
|
3.27K
$397K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.78K+ 2.34% |
$311K - $338K
|
122K
$14.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.7KNew |
$302K - $328K
|
2.7K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.62K+ 32.17% |
$293K - $318K
|
10.8K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.58KNew |
$288K - $313K
|
2.58K
$313K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.49K+ 5.62% |
$278K - $302K
|
46.7K
$5.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.46K+ 9.57% |
$274K - $298K
|
28.1K
$3.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.31K+ 8.72% |
$258K - $280K
|
28.7K
$3.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.29KNew |
$256K - $278K
|
2.29K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.27KNew |
$254K - $275K
|
2.27K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.26K+ 24.35% |
$253K - $275K
|
11.6K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.87KNew |
$208K - $226K
|
1.87K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.79KNew |
$200K - $217K
|
1.79K
$218K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.79KNew |
$200K - $217K
|
1.79K
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.7K+ 21.93% |
$189K - $206K
|
9.42K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.68K+ 57.24% |
$188K - $204K
|
4.62K
$561K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67K+ 5.53% |
$187K - $203K
|
31.9K
$3.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.66KNew |
$185K - $201K
|
1.66K
$202K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.62K+ 7.43% |
$182K - $197K
|
23.5K
$2.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.4KNew |
$156K - $170K
|
1.4K
$170K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.34K+ 54.99% |
$150K - $162K
|
3.77K
$459K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.33K+ 2.06% |
$148K - $161K
|
65.7K
$7.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.17K+ 0.88% |
$131K - $142K
|
135K
$16.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.14K+ 17.99% |
$128K - $139K
|
7.5K
$912K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.11KNew |
$124K - $134K
|
1.11K
$134K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$123K - $134K
|
1.1K
$134K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.02K+ 0.49% |
$114K - $123K
|
207K
$25.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
808+ 13.04% |
$90.3K - $98K
|
7K
$852K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
672+ 7.71% |
$75.1K - $81.5K
|
9.39K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
570+ 40.6% |
$63.7K - $69.1K
|
1.97K
$240K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
532+ 4.9% |
$59.5K - $64.5K
|
11.4K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
393+ 17.75% |
$43.9K - $47.7K
|
2.61K
$317K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
354New |
$39.6K - $42.9K
|
354
$43K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
336+ 0.81% |
$37.6K - $40.8K
|
41.9K
$5.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
335+ 6.86% |
$37.4K - $40.6K
|
5.22K
$634K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
249+ 1.68% |
$27.8K - $30.2K
|
15K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
240+ 11.02% |
$26.8K - $29.1K
|
2.42K
$294K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
224+ 211.32% |
$25K - $27.2K
|
330
$40.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
224+ 3.89% |
$25K - $27.2K
|
5.99K
$728K
|
|
|
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 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
148+ 4.01% |
$16.5K - $17.9K
|
3.84K
$467K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
123+ 13.87% |
$13.7K - $14.9K
|
1.01K
$123K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
120+ 9.71% |
$13.4K - $14.6K
|
1.36K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
100New |
$11.2K - $12.1K
|
100
$12.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
85New |
$9.5K - $10.3K
|
85
$10.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55+ 127.91% |
$6.15K - $6.67K
|
98
$11.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
43+ 32.58% |
$4.81K - $5.22K
|
175
$21.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
33+ 330.0% |
$3.69K - $4K
|
43
$5.23K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28+ 3.24% |
$3.13K - $3.4K
|
891
$108K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
23+ 1.82% |
$2.57K - $2.79K
|
1.29K
$156K
|
|