Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Financial Management Professionals, Inc. | 8 | 8 | 1.26% | 1.93% | 2.55% | Q4 2021 | Q3 2023 | 8 |
Delta Investment Management, LLC | 8 | 8 | 0.13% | 0.96% | 1.40% | Q4 2021 | Q3 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 8 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2023 | 8 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JANE STREET GROUP, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Capital Advisors Wealth Management, LLC | 7 | 7 | 4.44% | 4.96% | 5.29% | Q1 2022 | Q3 2023 | 7 |
Herold Advisors, Inc. | 7 | 7 | 0.05% | 0.27% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Vestmark Advisory Solutions, Inc. | 7 | 7 | 0.03% | 0.18% | 0.76% | Q1 2022 | Q3 2023 | 7 |
Paladin Advisory Group, LLC | 7 | 7 | 0.72% | 2.04% | 2.81% | Q1 2022 | Q3 2023 | 7 |
MORGAN STANLEY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tradition Wealth Management, LLC | 7 | 7 | 0.19% | 0.24% | 0.35% | Q1 2022 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Virtue Capital Management, LLC | 6 | 6 | 0.08% | 0.21% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Burt Wealth Advisors | 6 | 6 | 0.13% | 0.22% | 0.29% | Q2 2022 | Q3 2023 | 6 |
CENTRAL TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.03% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.01% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.21% | 0.23% | 0.26% | Q2 2022 | Q3 2023 | 6 |
OSAIC HOLDINGS, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Heritage Financial Services, LLC | 6 | 6 | 0.25% | 11.91% | 18.44% | Q2 2022 | Q3 2023 | 6 |
IEQ CAPITAL, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Wagner Wealth Management, LLC | 5 | 5 | 0.00% | 0.67% | 1.26% | Q3 2022 | Q3 2023 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.08% | 0.14% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Armor Investment Advisors, LLC | 5 | 5 | 1.62% | 2.16% | 2.65% | Q3 2022 | Q3 2023 | 5 |
Prentice Wealth Management LLC | 4 | 1 | 0.02% | 1.66% | 2.76% | Q2 2022 | Q3 2023 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.06% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Syverson Strege & Co | 5 | 5 | 1.35% | 1.41% | 1.51% | Q3 2022 | Q3 2023 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TPG Financial Advisors, LLC | 5 | 5 | 8.55% | 9.21% | 9.79% | Q3 2022 | Q3 2023 | 5 |
MATHER GROUP, LLC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Private Advisor Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Seascape Capital Management | 4 | 4 | 1.49% | 2.11% | 2.35% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.05% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.02% | 0.16% | 0.33% | Q4 2022 | Q3 2023 | 4 |
JFS WEALTH ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Evolution Wealth Advisors, LLC | 4 | 4 | 0.70% | 0.76% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Sargent Investment Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.38% | 0.47% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Fortress Wealth Management, Inc. | 4 | 4 | 2.40% | 5.08% | 6.60% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.36% | 0.64% | 1.02% | Q1 2022 | Q4 2022 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.00% | 3.62% | 8.09% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.18% | 0.47% | 0.96% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.08% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 4.78% | 4.94% | 5.07% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 4 | 4 | 0.16% | 0.28% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Magnus Financial Group LLC | 4 | 4 | 1.43% | 1.47% | 1.51% | Q4 2022 | Q3 2023 | 4 |
SAGE RHINO CAPITAL LLC | 4 | 4 | 0.41% | 0.43% | 0.44% | Q4 2022 | Q3 2023 | 4 |
WELLS FARGO & COMPANY/MN | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Bernardo Wealth Planning LLC | 4 | 4 | 1.63% | 1.69% | 1.77% | Q4 2022 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Advisory, LLC | 4 | 4 | 0.11% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.52% | 1.69% | 4.50% | Q4 2022 | Q3 2023 | 4 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Scott Capital Advisors, LLC | 3 | 3 | 0.71% | 0.76% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.43% | 0.53% | 0.60% | Q1 2023 | Q3 2023 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.27% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Planned Solutions, Inc. | 3 | 3 | 7.64% | 8.13% | 8.71% | Q4 2022 | Q2 2023 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.03% | 0.19% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Cooper Financial Group | 3 | 3 | 0.06% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.34% | 0.42% | 0.52% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 3 | 3 | 0.08% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.15% | 0.22% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Lionsbridge Wealth Management LLC | 3 | 3 | 2.94% | 3.02% | 3.10% | Q1 2023 | Q3 2023 | 3 |
TRUIST FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
BANK OF AMERICA CORP /DE/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PALLADIEM, LLC | 3 | 3 | 0.76% | 0.90% | 1.16% | Q1 2023 | Q3 2023 | 3 |
MorganRosel Wealth Management, LLC | 3 | 3 | 0.18% | 0.23% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Burns Matteson Capital Management, LLC | 3 | 3 | 0.32% | 0.33% | 0.34% | Q4 2022 | Q2 2023 | 3 |
Truvestments Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BFSG, LLC | 3 | 3 | 0.47% | 0.59% | 0.65% | Q1 2022 | Q3 2022 | 3 |
EUDAIMONIA ADVISORS LLC | 3 | 3 | 1.52% | 1.58% | 1.61% | Q1 2023 | Q3 2023 | 3 |
Mayfair Advisory Group, LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Matisse Capital | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WT Wealth Management | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.02% | 0.10% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Diversified, LLC | 2 | 2 | 4.07% | 4.18% | 4.28% | Q2 2023 | Q3 2023 | 2 |
Certified Advisory Corp | 2 | 2 | 0.09% | 0.31% | 0.54% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
ROYAL BANK OF CANADA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Schneider Downs Wealth Management Advisors, LP | 2 | 2 | 0.71% | 0.85% | 0.99% | Q2 2023 | Q3 2023 | 2 |
First Citizens Financial Corp | 2 | 2 | 0.60% | 0.69% | 0.79% | Q2 2023 | Q3 2023 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Wayfinding Financial, LLC | 2 | 2 | 0.19% | 0.24% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Centurion Wealth Management LLC | 2 | 2 | 0.45% | 0.51% | 0.57% | Q2 2023 | Q3 2023 | 2 |
Argent Advisors, Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.76% | 1.35% | 1.94% | Q2 2023 | Q3 2023 | 2 |
Spire Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Alliance Wealth Advisors, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.36% | 0.36% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Atlantic Private Wealth, LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2023 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
MRA Advisory Group | 1 | 1 | 2.77% | 2.77% | 2.77% | Q3 2023 | Q3 2023 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Detalus Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Altus Wealth Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Econ Financial Services Corp | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Savant Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Triumph Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Realta Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own J P MORGAN EXCHANGE TRADED F or have owned J P MORGAN EXCHANGE TRADED F in the past.