Institutional Ownership J P Morgan Exchg Traded Fd (BBUS)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd (BBUS). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,708,785
shares
|
$407 Million
0.03% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,215,723
shares
|
$243 Million
0.11% of portfolio
|
Q3 2024
Added 31.92%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,329,807
shares
|
$146 Million
0.01% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,167,889
shares
|
$128 Million
0.04% of portfolio
|
Q3 2024
Added 34.52%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
1,102,318
shares
|
$121 Million
4.7% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
705,569
shares
|
$77.5 Million
5.18% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
555,913
shares
|
$61 Million
0.17% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
495,546
shares
|
$54.4 Million
9.55% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
488,932
shares
|
$53.7 Million
0.17% of portfolio
|
Q3 2024
Added 33.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
422,509
shares
|
$46.4 Million
0.76% of portfolio
|
Q3 2022
Reduced 6.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
397,598
shares
|
$43.6 Million
1.06% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
297,589
shares
|
$32.7 Million
17.53% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
252,475
shares
|
$27.7 Million
0.06% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
230,419
shares
|
$25.3 Million
0.03% of portfolio
|
Q3 2024
Added 99.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
218,340
shares
|
$24 Million
0.05% of portfolio
|
Q3 2024
Added 30.51%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
211,318
shares
|
$23.2 Million
14.06% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
196,861
shares
|
$21.6 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
164,770
shares
|
$18.1 Million
1.11% of portfolio
|
Q3 2024
Added 47.3%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
154,938
shares
|
$17 Million
0.17% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
131,476
shares
|
$14.4 Million
0.05% of portfolio
|
Q3 2024
Added 42.83%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
127,674
shares
|
$14 Million
1.25% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
127,286
shares
|
$14 Million
0.14% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
117,865
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
115,839
shares
|
$12.7 Million
6.19% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
114,534
shares
|
$12.6 Million
0.43% of portfolio
|
Q3 2024
Added 38.73%
|