J P MORGAN EXCHANGE TRADED F shareholder history

Current and past J P MORGAN EXCHANGE TRADED F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Financial Management Professionals, Inc. 881.26%1.93%2.55%Q4 2021Q3 20238
Delta Investment Management, LLC 880.13%0.96%1.40%Q4 2021Q3 20238
MASSMUTUAL TRUST CO FSB/ADV 880.02%0.04%0.05%Q1 2022Q4 20238
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
JANE STREET GROUP, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Capital Advisors Wealth Management, LLC 774.44%4.96%5.29%Q1 2022Q3 20237
Herold Advisors, Inc. 770.05%0.27%0.52%Q1 2022Q3 20237
Vestmark Advisory Solutions, Inc. 770.03%0.18%0.76%Q1 2022Q3 20237
Paladin Advisory Group, LLC 770.72%2.04%2.81%Q1 2022Q3 20237
MORGAN STANLEY 770.00%0.00%0.00%Q1 2022Q3 20237
Tradition Wealth Management, LLC 770.19%0.24%0.35%Q1 2022Q3 20237
JPMORGAN CHASE & CO 410.00%0.01%0.01%Q4 2021Q3 20236
ENVESTNET ASSET MANAGEMENT INC 660.00%0.00%0.00%Q2 2022Q3 20236
Virtue Capital Management, LLC 660.08%0.21%0.31%Q2 2022Q3 20236
Burt Wealth Advisors 660.13%0.22%0.29%Q2 2022Q3 20236
CENTRAL TRUST Co 660.00%0.00%0.00%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.03%0.10%0.12%Q2 2022Q3 20236
Janney Montgomery Scott LLC 660.01%0.01%0.04%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 660.21%0.23%0.26%Q2 2022Q3 20236
OSAIC HOLDINGS, INC. 660.00%0.00%0.01%Q2 2022Q3 20236
Heritage Financial Services, LLC 660.25%11.91%18.44%Q2 2022Q3 20236
IEQ CAPITAL, LLC 420.01%0.02%0.03%Q1 2022Q3 20236
Mascoma Wealth Management LLC 550.04%0.06%0.08%Q3 2022Q3 20235
UBS Group AG 310.00%0.00%0.00%Q4 2021Q3 20235
Wagner Wealth Management, LLC 550.00%0.67%1.26%Q3 2022Q3 20235
Kistler-Tiffany Companies, LLC 550.01%0.01%0.01%Q1 2022Q1 20235
SILVER OAK SECURITIES, INCORPORATED 550.08%0.14%0.20%Q3 2022Q3 20235
Armor Investment Advisors, LLC 551.62%2.16%2.65%Q3 2022Q3 20235
Prentice Wealth Management LLC 410.02%1.66%2.76%Q2 2022Q3 20235
MML INVESTORS SERVICES, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Koshinski Asset Management, Inc. 320.01%0.02%0.03%Q4 2021Q1 20235
Western Wealth Management, LLC 550.06%0.08%0.08%Q3 2022Q3 20235
Syverson Strege & Co 551.35%1.41%1.51%Q3 2022Q3 20235
COMMONWEALTH EQUITY SERVICES, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
TPG Financial Advisors, LLC 558.55%9.21%9.79%Q3 2022Q3 20235
MATHER GROUP, LLC. 440.01%0.02%0.03%Q4 2022Q3 20234
Private Advisor Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Sigma Planning Corp 440.05%0.06%0.06%Q4 2022Q3 20234
Seascape Capital Management 441.49%2.11%2.35%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Mutual Advisors, LLC 440.24%0.26%0.28%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 440.05%0.16%0.22%Q4 2022Q3 20234
Visionary Wealth Advisors 440.02%0.16%0.33%Q4 2022Q3 20234
JFS WEALTH ADVISORS, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Evolution Wealth Advisors, LLC 440.70%0.76%0.84%Q4 2022Q3 20234
Sargent Investment Group, LLC 440.10%0.11%0.14%Q4 2022Q3 20234
John W. Brooker & Co., CPAs 440.38%0.47%0.55%Q4 2022Q3 20234
Fortress Wealth Management, Inc. 442.40%5.08%6.60%Q4 2022Q3 20234
Integrity Advisory, LLC 440.36%0.64%1.02%Q1 2022Q4 20224
Family Asset Management, LLC 440.00%3.62%8.09%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.18%0.47%0.96%Q4 2022Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.08%0.13%0.16%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 444.78%4.94%5.07%Q4 2022Q3 20234
CARY STREET PARTNERS ASSET MANAGEMENT LLC 440.16%0.28%0.46%Q4 2022Q3 20234
Magnus Financial Group LLC 441.43%1.47%1.51%Q4 2022Q3 20234
SAGE RHINO CAPITAL LLC 440.41%0.43%0.44%Q4 2022Q3 20234
WELLS FARGO & COMPANY/MN 310.00%0.00%0.00%Q2 2022Q3 20234
Bernardo Wealth Planning LLC 441.63%1.69%1.77%Q4 2022Q3 20234
U.S. Capital Wealth Advisors, LLC 440.06%0.09%0.11%Q4 2022Q3 20234
Cornerstone Advisory, LLC 440.11%0.14%0.18%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.52%1.69%4.50%Q4 2022Q3 20234
D.A. DAVIDSON & CO. 330.00%0.00%0.00%Q1 2023Q3 20233
Scott Capital Advisors, LLC 330.71%0.76%0.80%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
Eudaimonia Partners, LLC 330.43%0.53%0.60%Q1 2023Q3 20233
Fortress Wealth Group, LLC 330.27%0.29%0.31%Q1 2023Q3 20233
Planned Solutions, Inc. 337.64%8.13%8.71%Q4 2022Q2 20233
First Heartland Consultants, Inc. 330.23%0.25%0.27%Q1 2023Q3 20233
NewEdge Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
DAYMARK WEALTH PARTNERS, LLC 330.03%0.19%0.35%Q1 2023Q3 20233
Cooper Financial Group 330.06%0.12%0.16%Q1 2023Q3 20233
TCG Advisory Services, LLC 330.34%0.42%0.52%Q1 2023Q3 20233
LGT Financial Advisors LLC 330.08%0.11%0.12%Q1 2023Q3 20233
TBH Global Asset Management, LLC 330.15%0.22%0.35%Q1 2023Q3 20233
Lionsbridge Wealth Management LLC 332.94%3.02%3.10%Q1 2023Q3 20233
TRUIST FINANCIAL CORP 210.00%0.00%0.00%Q2 2022Q3 20233
BANK OF AMERICA CORP /DE/ 330.00%0.00%0.00%Q1 2023Q3 20233
PALLADIEM, LLC 330.76%0.90%1.16%Q1 2023Q3 20233
MorganRosel Wealth Management, LLC 330.18%0.23%0.29%Q1 2023Q3 20233
Burns Matteson Capital Management, LLC 330.32%0.33%0.34%Q4 2022Q2 20233
Truvestments Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
BFSG, LLC 330.47%0.59%0.65%Q1 2022Q3 20223
EUDAIMONIA ADVISORS LLC 331.52%1.58%1.61%Q1 2023Q3 20233
Mayfair Advisory Group, LLC 330.26%0.28%0.30%Q1 2023Q3 20233
Matisse Capital 330.19%0.20%0.21%Q1 2023Q3 20233
Cetera Advisor Networks LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WT Wealth Management 220.13%0.14%0.15%Q4 2022Q1 20232
Blue Chip Partners, LLC 220.02%0.10%0.17%Q2 2023Q3 20232
Diversified, LLC 224.07%4.18%4.28%Q2 2023Q3 20232
Certified Advisory Corp 220.09%0.31%0.54%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 220.00%0.00%0.00%Q3 2022Q4 20222
ROYAL BANK OF CANADA 220.00%0.00%0.00%Q2 2023Q3 20232
IFP Advisors, Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Schneider Downs Wealth Management Advisors, LP 220.71%0.85%0.99%Q2 2023Q3 20232
First Citizens Financial Corp 220.60%0.69%0.79%Q2 2023Q3 20232
AXXCESS WEALTH MANAGEMENT, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
CreativeOne Wealth, LLC 220.03%0.06%0.09%Q2 2023Q3 20232
Advisory Alpha, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Wayfinding Financial, LLC 220.19%0.24%0.29%Q2 2023Q3 20232
Centurion Wealth Management LLC 220.45%0.51%0.57%Q2 2023Q3 20232
Argent Advisors, Inc. 220.13%0.13%0.13%Q2 2023Q3 20232
AE Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
D'Orazio & Associates, Inc. 220.76%1.35%1.94%Q2 2023Q3 20232
Spire Wealth Management 220.04%0.04%0.05%Q2 2023Q3 20232
Alliance Wealth Advisors, LLC 220.26%0.26%0.26%Q2 2023Q3 20232
Financial Advocates Investment Management 220.04%0.04%0.04%Q2 2023Q3 20232
Richard W. Paul & Associates, LLC 220.24%0.26%0.28%Q2 2023Q3 20232
GeoWealth Management, LLC 220.05%0.06%0.07%Q2 2023Q3 20232
SMITH, MOORE & CO. 220.36%0.36%0.37%Q2 2023Q3 20232
Atlantic Private Wealth, LLC 220.35%0.35%0.36%Q2 2023Q3 20232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 220.00%0.00%0.00%Q2 2023Q3 20232
Colonial Trust Co / SC 220.01%0.02%0.03%Q2 2023Q3 20232
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LAKE STREET PRIVATE WEALTH, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
MRA Advisory Group 112.77%2.77%2.77%Q3 2023Q3 20231
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.42%0.42%0.42%Q3 2023Q3 20231
Detalus Advisors, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Security Financial Services, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
Arete Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DFPG INVESTMENTS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Altus Wealth Management, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Per Stirling Capital Management, LLC. 110.04%0.04%0.04%Q3 2023Q3 20231
Econ Financial Services Corp 111.43%1.43%1.43%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q2 2023Q2 20231
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
55I, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Savant Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
AdvisorNet Financial, Inc 110.02%0.02%0.02%Q3 2023Q3 20231
Parallel Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Legacy Financial Strategies, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.96%0.96%0.96%Q3 2023Q3 20231
Laidlaw Wealth Management LLC 110.27%0.27%0.27%Q4 2021Q4 20211
Triumph Capital Management 110.14%0.14%0.14%Q2 2023Q2 20231
Dynamic Advisor Solutions LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Integrated Wealth Concepts LLC 110.02%0.02%0.02%Q3 2023Q3 20231
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Realta Investment Advisors 110.01%0.01%0.01%Q3 2022Q3 20221
Global Retirement Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231

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.