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 198 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,246,186
shares
|
$516 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,289,691
shares
|
$400 Million
0.94% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,969,976
shares
|
$361 Million
0.11% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,280,550
shares
|
$277 Million
0.02% of portfolio
|
Q3 2025
Added 26.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,797,695
shares
|
$219 Million
0.07% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,510,723
shares
|
$184 Million
3.87% of portfolio
|
Q3 2025
Reduced 47.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
680,381
shares
|
$82.7 Million
4.75% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
548,106
shares
|
$66.6 Million
0.15% of portfolio
|
Q3 2025
Added 17.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
529,236
shares
|
$64.4 Million
0.18% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
514,497
shares
|
$62.6 Million
0.61% of portfolio
|
Q3 2025
Added 414.92%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
495,546
shares
|
$60.3 Million
9.55% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
495,230
shares
|
$60.2 Million
15.85% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
464,962
shares
|
$56.5 Million
1.75% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Nov 04, 2025 Q3 2025 |
463,000
shares
|
$56.3 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
437,427
shares
|
$53.2 Million
0.07% of portfolio
|
Q3 2025
Added 21.41%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
422,509
shares
|
$51.4 Million
0.76% of portfolio
|
Q3 2022
Reduced 6.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
414,025
shares
|
$50.3 Million
1.06% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
377,826
shares
|
$45.9 Million
10.55% of portfolio
|
Q3 2025
Added 71.0%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
337,120
shares
|
$41 Million
3.37% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
277,873
shares
|
$33.8 Million
0.05% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
232,617
shares
|
$28.3 Million
14.99% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
230,419
shares
|
$28 Million
0.03% of portfolio
|
Q3 2024
Added 99.31%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
211,318
shares
|
$25.7 Million
14.06% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
207,429
shares
|
$25.2 Million
0.2% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
189,673
shares
|
$23.1 Million
0.07% of portfolio
|
Q3 2025
Added 11.32%
|
|