Who owns J P MORGAN EXCHANGE-TRADED F?
- Ticker: JPIE
- CUSIP Number: 46641q159
Tip: Access positions for across all investors
Analyze quarterly positions in J P Morgan Exchange-traded F with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of J P Morgan Exchange-traded F stock
Who bought or sold J P MORGAN EXCHANGE-TRADED F this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Heritage Financial Services | 2.0M | $93M | 0% | Dec 2023 |
|
| Jpmorgan Chase & Co | 1.8M | $84M | 12% | Mar 2024 |
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| Bank of America Corporation | 1.0M | $46M | 42% | Mar 2024 |
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| Syntegra Private Wealth Group | 739k | $34M | 1% | Mar 2024 |
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| D'Orazio & Associates | 628k | $29M | 16% | Mar 2024 |
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| Diversified | 580k | $26M | 51% | Mar 2024 |
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| Morgan Stanley | 530k | $24M | 151% | Mar 2024 |
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| Janney Montgomery Scott | 507k | $23M | 35% | Mar 2024 |
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| Savant Capital Management | 489k | $22M | 171% | Mar 2024 |
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| Capital Advisors Wealth Management | 487k | $22M | 17% | Mar 2024 |
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| TPG Financial Advisors | 382k | $17M | 1% | Dec 2023 |
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| Vestmark Advisory Solutions | 335k | $15M | 26% | Mar 2024 |
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| Scott Capital Advisors | 334k | $15M | 16% | Mar 2024 |
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| Pennsylvania Capital Management | 330k | $15M | 17% | Mar 2024 |
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| Echo Wealth Management | 316k | $14M | 7% | Mar 2024 |
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| Wagner Wealth Management | 309k | $14M | 298% | Mar 2024 |
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| Planned Solutions | 297k | $14M | 0% | Mar 2024 |
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| Smith, Moore & Co. | 267k | $12M | 326% | Mar 2024 |
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| Warren Averett Asset Management | 258k | $12M | 365% | Mar 2024 |
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| Mount Yale Investment Advisors | 257k | $12M | 100% | Mar 2024 |
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| Magnus Financial Group | 251k | $11M | 10% | Mar 2024 |
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| Morris Retirement Advisors | 224k | $10M | 1% | Mar 2024 |
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| Fortress Wealth Management | 223k | $10M | -1% | Mar 2024 |
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| Focus Financial Network | 221k | $10M | 100% | Dec 2023 |
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| Financial Management Professionals | 213k | $9.7M | -4% | Mar 2024 |
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| Private Advisor | 208k | $9.5M | 13% | Mar 2024 |
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| Focus Financial Network | 205k | $9.2M | 100% | Mar 2024 |
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| FMA Wealth Management | 198k | $9.2M | 29% | Mar 2024 |
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| Nordwand Advisors | 197k | $9.0M | 7% | Mar 2024 |
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| Kensington Asset Management | 188k | $8.6M | 100% | Mar 2024 |
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| Lionsbridge Wealth Management | 187k | $8.5M | 30% | Mar 2024 |
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| Visionary Wealth Advisors | 183k | $8.3M | 16% | Mar 2024 |
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| Family Asset Management | 180k | $8.2M | -8% | Dec 2023 |
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| Halbert Hargrove Global Advisors | 163k | $7.4M | 6% | Mar 2024 |
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| Lodestar Private Asset Management | 162k | $7.4M | 10% | Mar 2024 |
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| Rainsberger Wealth Advisors | 156k | $7.1M | 100% | Dec 2023 |
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| Blue Chip Partners | 154k | $7.0M | -20% | Mar 2024 |
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| Mather Group | 150k | $6.8M | 0% | Mar 2024 |
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| Advisor Group Holdings | 149k | $6.8M | 71% | Mar 2024 |
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| Gallacher Capital Management | 146k | $6.7M | -3% | Mar 2024 |
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| Seascape Capital Management | 142k | $6.5M | 21% | Mar 2024 |
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| Bernardo Wealth Planning | 140k | $6.4M | 12% | Mar 2024 |
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| Certified Advisory Corp | 138k | $6.3M | 92% | Mar 2024 |
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| 49 Wealth Management | 134k | $6.0M | -12% | Mar 2024 |
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| Envestnet Asset Management | 129k | $5.9M | 244% | Mar 2024 |
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| Wealthcare Advisory Partners | 121k | $5.5M | 2% | Mar 2024 |
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| Cary Street Partners Asset Management | 120k | $5.5M | 19% | Mar 2024 |
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| Armor Investment Advisors | 114k | $5.2M | 20% | Mar 2024 |
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| Daymark Wealth Partners | 114k | $5.2M | 0% | Dec 2023 |
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| Royal Bank of Canada | 112k | $5.1M | 100% | Mar 2024 |
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| Schneider Downs Wealth Management Advisors | 105k | $4.8M | 14% | Mar 2024 |
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| Kickstand Ventures | 100k | $4.6M | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 95k | $4.3M | 55% | Mar 2024 |
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| Journey Strategic Wealth | 93k | $4.2M | 100% | Mar 2024 |
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| Jane Street | 93k | $4.2M | 31% | Mar 2024 |
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| Commonwealth Equity Services | 92k | $4.2M | 11% | Mar 2024 |
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| Financial Futures Ltd Liability | 89k | $4.0M | 100% | Mar 2024 |
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| Tradition Wealth Management | 88k | $4.0M | 10% | Mar 2024 |
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| TBH Global Asset Management | 86k | $3.9M | -21% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 82k | $3.7M | 22% | Mar 2024 |
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| Axxcess Wealth Management | 81k | $3.7M | 215% | Dec 2023 |
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| Paladin Advisory Group | 80k | $3.6M | 2% | Mar 2024 |
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| Syverson Strege & Co | 77k | $3.5M | 4% | Mar 2024 |
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| Red Mountain Financial | 69k | $3.1M | 100% | Dec 2023 |
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| Bridgewealth Advisory Group | 68k | $3.1M | 494% | Mar 2024 |
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| Evolution Wealth Advisors | 66k | $3.0M | -4% | Mar 2024 |
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| SkyOak Wealt | 61k | $2.8M | 21% | Mar 2024 |
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| MN Wealth Advisors | 61k | $2.8M | 100% | Mar 2024 |
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| Marmo Financial Group | 56k | $2.5M | 100% | Mar 2024 |
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| MorganRosel Wealth Management | 55k | $2.5M | 166% | Mar 2024 |
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| Raymond James & Associates | 55k | $2.5M | 7% | Mar 2024 |
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| Janney Capital Management | 54k | $2.5M | -2% | Mar 2024 |
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| Econ Financial Services Corp | 53k | $2.4M | 1% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 52k | $2.4M | 2% | Mar 2024 |
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| First Heartland Consultants | 50k | $2.3M | 6% | Mar 2024 |
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| Eudaimonia Partners | 50k | $2.3M | -26% | Mar 2024 |
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| Eudaimonia Advisors | 49k | $2.2M | -8% | Mar 2024 |
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| Branch Banking & Trust Company | 49k | $2.2M | -30% | Mar 2024 |
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| TCG Advisory Services | 46k | $2.1M | -4% | Mar 2024 |
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| Trustmark National Bank - Trust Department | 41k | $1.9M | 15% | Mar 2024 |
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| Herold Advisors | 40k | $1.8M | -6% | Mar 2024 |
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| Spire Wealth Management | 39k | $1.8M | 34% | Mar 2024 |
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| Sigma Planning | 39k | $1.8M | 107% | Mar 2024 |
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| Centurion Wealth Management | 38k | $1.7M | 35% | Mar 2024 |
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| First Citizens Financial Corp | 38k | $1.7M | 50% | Dec 2023 |
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| Integrated Wealth Concepts | 36k | $1.6M | 37% | Mar 2024 |
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| Sage Rhino Capital | 36k | $1.6M | 5% | Mar 2024 |
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| Fiduciary Alliance | 34k | $1.5M | 7% | Mar 2024 |
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| Massmutual Trust | 32k | $1.4M | 6% | Mar 2024 |
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| Advisory Alpha | 31k | $1.4M | 2% | Mar 2024 |
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| Envestnet Portfolio Solutions | 30k | $1.4M | 381% | Mar 2024 |
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| Altus Wealth Management | 30k | $1.4M | 85% | Mar 2024 |
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| Cooper Financial Group | 28k | $1.3M | 22% | Mar 2024 |
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| Northern Trust | 27k | $1.2M | 100% | Mar 2024 |
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| John W. Brooker & Co., CPAs | 24k | $1.1M | -6% | Mar 2024 |
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| Change Path | 23k | $1.1M | -14% | Dec 2023 |
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| OMNI 360 Wealth | 22k | $983k | 52% | Mar 2024 |
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| Geneos Wealth Management | 20k | $897k | 100% | Mar 2024 |
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| Delta Investment Management | 20k | $891k | 33% | Mar 2024 |
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| Belpointe Asset Management | 19k | $870k | 100% | Mar 2024 |
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| Fortis Capital Advisors | 19k | $870k | 100% | Mar 2024 |
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| Atria Wealth Solutions | 17k | $794k | 0% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 17k | $792k | 19% | Mar 2024 |
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| Silver Oak Securities | 17k | $751k | -28% | Mar 2024 |
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| Townsquare Capital | 16k | $730k | 100% | Mar 2024 |
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| Virtue Capital Management | 16k | $711k | -74% | Mar 2024 |
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| Cambridge Investment Research Advisors | 15k | $701k | -8% | Mar 2024 |
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| Narus Financial Partners | 15k | $692k | 56% | Mar 2024 |
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| Richard W. Paul & Associates | 15k | $687k | 8% | Dec 2023 |
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| Perigon Wealth Management | 15k | $679k | 37% | Mar 2024 |
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| Indie Asset Partners | 14k | $627k | 206% | Mar 2024 |
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| Dfpg Investments | 13k | $603k | 28% | Dec 2023 |
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| Farther Finance Advisors | 13k | $600k | 29% | Mar 2024 |
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| Walkner Condon Financial Advisors | 12k | $564k | 100% | Mar 2024 |
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| Rockefeller Capital Management | 12k | $552k | 100% | Dec 2023 |
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| International Assets Investment Management | 12k | $542k | -7% | Mar 2024 |
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| Lake Street Financial | 12k | $532k | -1% | Mar 2024 |
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| Mayfair Advisory Group | 12k | $524k | 12% | Mar 2024 |
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| Burns Matteson Capital Management | 11k | $496k | -6% | Dec 2023 |
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| Fortress Wealth Group | 10k | $472k | 2% | Mar 2024 |
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| Wayfinding Financial | 10k | $452k | 17% | Mar 2024 |
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| H D Vest Advisory Services | 9.7k | $440k | 113% | Mar 2024 |
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| HighTower Advisors | 9.6k | $441k | 21% | Mar 2024 |
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| HBW Advisory Services | 8.7k | $396k | 0% | Mar 2024 |
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| Investment Partners Asset Management | 8.3k | $380k | 0% | Mar 2024 |
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| Pensionmark Financial Group | 8.2k | $373k | 29% | Mar 2024 |
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| Strategies Wealth Advisors | 7.8k | $357k | 100% | Mar 2024 |
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| Bank Of Montreal | 7.8k | $354k | -81% | Mar 2024 |
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| Atlantic Private Wealth | 7.8k | $354k | 0% | Mar 2024 |
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| Kestra Advisory Services | 7.5k | $344k | 57% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 6.7k | $306k | 100% | Mar 2024 |
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| Deschutes Portfolio Strategy | 6.7k | $305k | 0% | Mar 2024 |
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| Stifel Financial | 6.5k | $295k | 100% | Mar 2024 |
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| Argent Advisors | 6.3k | $288k | 0% | Mar 2024 |
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| Security Financial Services | 6.3k | $287k | 6% | Mar 2024 |
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| Opes Wealth Management | 6.1k | $278k | 100% | Mar 2024 |
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| Global Retirement Partners | 5.9k | $271k | 29% | Mar 2024 |
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| LaFleur & Godfrey | 5.8k | $266k | 100% | Mar 2024 |
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| Goss Wealth Management | 5.8k | $265k | -18% | Mar 2024 |
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| Cornerstone Advisory | 5.8k | $264k | -60% | Mar 2024 |
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| Legacy Financial Strategies | 5.7k | $260k | 9% | Mar 2024 |
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| Burt Wealth Advisors | 5.7k | $259k | 0% | Mar 2024 |
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| Kathmere Capital Management | 5.7k | $258k | 100% | Mar 2024 |
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| D.A. Davidson & Co. | 5.6k | $256k | 21% | Mar 2024 |
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| Brian McDonald | 5.6k | $253k | 21% | Mar 2024 |
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| Resolute Wealth Strategies | 5.5k | $249k | 100% | Mar 2024 |
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| Vienna Asset Management | 5.3k | $243k | 100% | Mar 2024 |
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| Krasney Financial | 5.2k | $238k | -3% | Mar 2024 |
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| Prentice Wealth Management | 5.2k | $236k | -1% | Mar 2024 |
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| Ehrlich Financial Group | 4.9k | $222k | 100% | Mar 2024 |
|
| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of J P Morgan Exchange-traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Beacon Harbor Wealth Advisors | Dec 2023 | 38k | $1.7M |
| AE Wealth Management | Dec 2023 | 23k | $1.1M |
| Susquehanna International | Sep 2023 | 20k | $872k |
| CGC Financial Services | Dec 2023 | 19k | $868k |
| Western Wealth Management | Dec 2023 | 17k | $758k |
| NewEdge Wealth | Dec 2023 | 12k | $531k |
| Sargent Investment Group | Dec 2023 | 8.5k | $389k |
| Financial Advocates Investment Management | Dec 2023 | 6.6k | $332k |
| Arete Wealth Advisors | Dec 2023 | 5.6k | $254k |