JP MORGAN EXCHANGE TRADED FD shareholder history

Current and past JP MORGAN EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 35350.00%0.01%0.04%Q1 2015Q3 202335
JPMORGAN CHASE & CO 35350.00%0.00%0.01%Q1 2015Q3 202335
BANK OF AMERICA CORP /DE/ 3310.00%0.00%0.01%Q1 2015Q3 202334
MORGAN STANLEY 34340.00%0.01%0.02%Q2 2015Q3 202334
ROYAL BANK OF CANADA 3040.00%0.00%0.01%Q1 2015Q3 202334
ENVESTNET ASSET MANAGEMENT INC 34340.00%0.01%0.04%Q2 2015Q3 202334
JANE STREET GROUP, LLC 1910.00%0.02%0.12%Q4 2014Q3 202333
LPL Financial LLC 33330.00%0.02%0.06%Q3 2015Q3 202333
Cambridge Investment Research Advisors, Inc. 32320.00%0.05%0.14%Q4 2015Q3 202332
WELLS FARGO & COMPANY/MN 3010.00%0.00%0.02%Q3 2015Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.01%0.08%Q1 2016Q3 202331
AMERIPRISE FINANCIAL INC 31310.00%0.03%0.08%Q1 2016Q3 202331
Raymond James Financial Services Advisors, Inc. 30300.00%0.03%0.16%Q2 2016Q3 202330
SIGNET FINANCIAL MANAGEMENT, LLC 30300.14%0.29%0.48%Q2 2016Q3 202330
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30300.14%3.67%4.99%Q2 2016Q3 202330
Day & Ennis, LLC 30301.50%4.40%8.64%Q2 2016Q3 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q1 2016Q3 202330
SYNOVUS FINANCIAL CORP 29290.00%0.03%0.08%Q3 2016Q3 202329
ARGI Investment Services, LLC 28280.41%3.01%6.08%Q1 2016Q4 202228
Ancora Advisors LLC 28280.00%0.21%1.08%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27270.00%0.00%0.02%Q1 2017Q3 202327
HM PAYSON & CO 27270.00%0.18%3.85%Q1 2017Q3 202327
Quantitative Advantage, LLC 26260.41%0.98%1.36%Q4 2016Q1 202326
Carroll Financial Associates, Inc. 26260.01%0.57%1.41%Q3 2015Q4 202126
MML INVESTORS SERVICES, LLC 26260.00%0.02%0.06%Q2 2017Q3 202326
Sterneck Capital Management, LLC 26260.14%3.84%5.90%Q2 2017Q3 202326
Stonehearth Capital Management, LLC 25250.47%3.12%6.62%Q4 2017Q4 202325
HighTower Advisors, LLC 25250.00%0.01%0.02%Q2 2017Q2 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.56%1.53%2.93%Q4 2017Q3 202324
WADE G W & INC 24240.11%0.26%0.50%Q4 2017Q3 202324
Trilogy Capital Inc. 24240.03%1.39%4.20%Q4 2017Q3 202324
Horan Securities, Inc. 1160.00%0.02%0.06%Q1 2017Q2 202324
Frontier Wealth Management LLC 24240.01%1.37%2.75%Q3 2016Q2 202224
Cetera Advisor Networks LLC 1950.00%0.04%0.19%Q4 2015Q3 202324
LINCOLN NATIONAL CORP 2210.00%0.04%0.14%Q4 2017Q3 202323
CITIGROUP INC 1670.00%0.00%0.00%Q1 2017Q3 202323
MAI Capital Management 23230.00%0.04%0.12%Q4 2016Q2 202223
Brinker Capital Investments, LLC 23230.01%1.03%2.45%Q4 2015Q2 202123
CreativeOne Wealth, LLC 23230.22%4.50%8.72%Q1 2018Q3 202323
PNC FINANCIAL SERVICES GROUP, INC. 1630.00%0.00%0.00%Q4 2016Q3 202323
INTERACTIVE FINANCIAL ADVISORS, INC. 22220.01%0.05%0.13%Q3 2017Q4 202222
Schneider Downs Wealth Management Advisors, LP 22220.16%0.85%2.48%Q4 2017Q1 202322
Lenox Wealth Advisors, LLC 22223.86%4.46%5.42%Q4 2016Q1 202222
SYM FINANCIAL Corp 22220.01%0.11%0.81%Q2 2018Q3 202322
SNS Financial Group, LLC 22220.04%0.12%0.27%Q2 2016Q3 202122
Allworth Financial LP 22220.01%0.07%0.56%Q2 2018Q3 202322
Citadel Advisors 1010.00%0.00%0.01%Q3 2017Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.43%0.73%Q4 2014Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 21210.20%1.01%2.55%Q3 2018Q3 202321
STIFEL FINANCIAL CORP 21210.00%0.00%0.01%Q3 2018Q3 202321
RVW Wealth, LLC 20200.11%1.37%2.86%Q1 2019Q4 202320
NEXT Financial Group, Inc 1460.00%0.05%0.24%Q4 2016Q4 202120
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.00%0.05%0.42%Q4 2018Q3 202320
VALICENTI ADVISORY SERVICES INC 20200.32%0.35%0.45%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1810.00%0.01%0.02%Q3 2018Q3 202319
FLOW TRADERS U.S. LLC 1450.00%0.16%0.46%Q4 2018Q3 202319
Advisory Services Network, LLC 1320.00%0.03%0.20%Q2 2016Q1 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.04%0.09%Q3 2018Q3 202319
Old Port Advisors 1710.08%0.38%0.63%Q2 2018Q4 202218
LifePlan Financial Group, Inc 18180.21%0.49%0.79%Q2 2016Q3 202018
ASSETMARK, INC 1110.00%0.05%0.12%Q1 2018Q3 202318
HHM Wealth Advisors, LLC 18180.15%0.23%0.32%Q2 2019Q3 202318
US BANCORP \DE\ 1310.00%0.00%0.00%Q4 2016Q3 202318
GeoWealth Management, LLC 18180.00%1.84%4.93%Q2 2019Q3 202318
Aptus Capital Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
IFP Advisors, Inc 810.00%0.00%0.00%Q2 2016Q2 202117
TD Capital Management LLC 16160.00%0.17%0.77%Q2 2017Q1 202116
J.P. Morgan Private Wealth Advisors LLC 16160.00%0.00%0.00%Q4 2018Q3 202216
APPLETON PARTNERS INC/MA 16160.04%0.12%0.26%Q4 2018Q3 202216
M&T BANK CORP 16160.00%0.01%0.02%Q2 2016Q1 202016
Stratos Wealth Partners, LTD. 1420.00%0.02%0.03%Q4 2017Q4 202116
BELLEVUE ASSET MANAGEMENT, LLC 16161.26%1.57%1.82%Q4 2019Q3 202316
Crestwood Advisors Group, LLC 15150.06%1.20%3.70%Q4 2018Q2 202215
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.01%0.04%0.07%Q1 2020Q3 202315
OLD MISSION CAPITAL LLC 720.03%0.10%0.15%Q1 2019Q3 202314
Janney Montgomery Scott LLC 14140.00%0.03%0.12%Q3 2017Q4 202014
CWM, LLC 1310.00%0.01%0.05%Q2 2018Q4 202114
Integrated Wealth Concepts LLC 14140.01%0.19%0.42%Q4 2018Q1 202214
CAPTRUST FINANCIAL ADVISORS 1220.00%0.01%0.03%Q2 2019Q3 202314
Ellis Investment Partners, LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
AE Wealth Management LLC 1310.00%0.24%0.76%Q4 2016Q3 202114
FDx Advisors, Inc. 950.01%0.01%0.02%Q1 2017Q3 202214
Astor Investment Management LLC 14140.00%3.03%4.72%Q2 2016Q3 201914
Community Bank, N.A. 13130.43%0.97%1.39%Q2 2016Q2 201913
Kestra Advisory Services, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
HERON FINANCIAL GROUP, LLC 910.11%0.15%0.20%Q4 2019Q2 202313
NOTTINGHAM ADVISORS, INC. 13131.99%3.52%4.85%Q2 2016Q2 201913
Newfound Research LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
American Portfolios Advisors 760.00%0.00%0.00%Q2 2019Q3 202213
BDO Wealth Advisors, LLC 13130.00%1.19%2.08%Q2 2017Q2 202013
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.01%0.20%0.33%Q4 2016Q4 201913
MUFG Americas Holdings Corp 12120.00%0.00%0.00%Q4 2019Q3 202212
John W. Brooker & Co., CPAs 12120.00%0.16%0.53%Q4 2019Q3 202212
Rockefeller Capital Management L.P. 12120.00%0.00%0.02%Q3 2019Q2 202212
Geneos Wealth Management Inc. 12120.00%0.00%0.00%Q4 2017Q3 202012
BOKF, NA 410.00%0.01%0.01%Q3 2017Q4 202212
Orion Portfolio Solutions, LLC 1020.00%0.02%0.07%Q4 2019Q3 202312
Galvin, Gaustad & Stein, LLC 12120.11%0.19%0.28%Q4 2020Q3 202312
Shamrock Asset Management LLC 12120.01%0.01%0.03%Q4 2016Q3 201912
Edge Wealth Management LLC 11110.08%0.18%0.29%Q4 2016Q2 201911
MASSMUTUAL TRUST CO FSB/ADV 11110.00%0.23%0.56%Q1 2019Q3 202111
Spire Wealth Management 11110.00%0.01%0.04%Q1 2021Q3 202311
MGO ONE SEVEN LLC 920.06%0.27%0.68%Q4 2017Q3 202011
Kohmann Bosshard Financial Services, LLC 1010.05%0.08%0.13%Q1 2017Q4 201911
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 11110.02%0.09%0.15%Q2 2017Q4 201911
Capital Investment Advisory Services, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Simplicity Solutions, LLC 650.05%0.25%0.43%Q2 2016Q1 201911
BADGLEY PHELPS & BELL INC 10100.02%0.44%0.85%Q3 2018Q4 202010
Apella Capital, LLC 730.06%0.25%0.73%Q2 2021Q4 202310
Snowden Capital Advisors LLC 730.00%0.01%0.02%Q2 2019Q2 202310
TimeScale Financial, Inc. 910.00%0.04%0.12%Q4 2018Q2 202110
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 410.02%0.07%0.26%Q4 2018Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2016Q3 201810
Mendel Money Management 10100.16%0.21%0.24%Q2 2021Q3 202310
FIFTH THIRD BANCORP 730.00%0.00%0.00%Q3 2017Q3 202210
BENJAMIN F. EDWARDS & COMPANY, INC. 610.00%0.02%0.22%Q4 2016Q1 202110
Physician Wealth Advisors, Inc. 10100.10%0.15%0.27%Q3 2019Q4 202110
SMITH, MOORE & CO. 10100.15%0.58%0.90%Q1 2017Q2 201910
Transamerica Financial Advisors, Inc. 410.00%0.05%0.17%Q2 2017Q2 202310
Koshinski Asset Management, Inc. 510.00%0.05%0.09%Q1 2019Q1 20229
EPG Wealth Management LLC 510.01%0.01%0.03%Q1 2020Q3 20239
Independent Wealth Network Inc. 990.22%0.23%0.24%Q3 2021Q3 20239
TRUIST FINANCIAL CORP 990.00%0.00%0.01%Q4 2019Q4 20219
AdvisorNet Financial, Inc 990.01%0.01%0.02%Q4 2017Q4 20199
Atria Investments, Inc 990.02%0.02%0.02%Q3 2016Q3 20189
Private Advisor Group, LLC 810.00%0.03%0.06%Q3 2017Q2 20209
Qube Research & Technologies Ltd 410.00%0.00%0.01%Q1 2020Q3 20239
Global Financial Private Capital, Inc 720.00%0.72%1.04%Q1 2017Q3 20199
Professional Financial Advisors, LLC 990.02%0.03%0.05%Q3 2020Q3 20229
HOWE & RUSLING INC 990.01%0.12%0.15%Q3 2018Q3 20209
SPC Financial, Inc. 880.12%0.25%0.43%Q1 2018Q4 20198
IFC Holdings Incorporated/FL 880.02%0.02%0.03%Q1 2016Q4 20178
RiverFront Investment Group, LLC 880.69%1.03%2.82%Q1 2019Q4 20208
Baker Ellis Asset Management LLC 880.03%0.23%0.31%Q3 2018Q2 20208
Gradient Investments LLC 530.00%0.00%0.00%Q4 2016Q4 20188
BUCKINGHAM STRATEGIC WEALTH, LLC 880.01%0.04%0.15%Q3 2020Q2 20228
Sowell Financial Services LLC 710.00%0.02%0.06%Q1 2019Q1 20218
Cooper Financial Group 880.06%0.39%1.01%Q4 2018Q3 20208
BB&T SECURITIES, LLC 880.00%0.03%0.08%Q4 2017Q3 20198
Aspire Private Capital, LLC 880.00%0.01%0.02%Q3 2021Q2 20238
Bouchey Financial Group Ltd 883.43%5.72%7.34%Q3 2016Q2 20188
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 880.02%0.24%0.38%Q2 2018Q1 20208
Lee Financial Group Hawaii, Inc. 882.79%5.16%8.55%Q4 2018Q3 20208
Strategic Wealth Partners, Ltd. 880.18%0.56%1.44%Q4 2017Q3 20198
Hudock, Inc. 880.00%0.00%0.01%Q1 2019Q4 20208
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
FRANKLIN RESOURCES INC 770.00%0.00%0.00%Q2 2020Q4 20217
HL FINANCIAL SERVICES LLC 770.01%0.02%0.02%Q2 2017Q4 20187
AVIANCE CAPITAL MANAGEMENT, LLC 430.01%0.13%0.42%Q2 2016Q1 20187
Global Trust Asset Management, LLC 770.26%0.84%1.28%Q4 2017Q2 20197
DUBUQUE BANK & TRUST CO 770.00%0.00%0.00%Q3 2016Q1 20187
Vestmark Advisory Solutions, Inc. 430.04%0.07%0.21%Q1 2019Q4 20207
Creative Planning 410.00%0.00%0.00%Q1 2017Q4 20197
MACROVIEW INVESTMENT MANAGEMENT LLC 770.02%0.03%0.04%Q3 2017Q1 20197
MSI Financial Services Inc 770.00%0.00%0.02%Q2 2015Q4 20167
SIGNATUREFD, LLC 770.00%0.00%0.00%Q2 2019Q4 20207
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Jaffetilchin Investment Partners, LLC 770.06%0.73%1.17%Q2 2017Q4 20187
Wealthspire Advisors, LLC 610.01%0.25%0.68%Q3 2021Q3 20237
Kathmere Capital Management, LLC 520.02%0.08%0.18%Q4 2019Q3 20237
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q2 20236
Alexandria Capital, LLC 660.00%0.00%0.01%Q2 2016Q3 20176
Interchange Capital Partners, LLC 420.26%0.39%0.58%Q4 2020Q3 20226
Accuvest Global Advisors 510.33%0.69%0.86%Q2 2019Q3 20226
Global Wealth Management Investment Advisory, Inc. 660.00%0.00%0.00%Q4 2018Q1 20206
Capital Analysts, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Virtu Financial LLC 510.02%0.41%1.84%Q4 2018Q2 20236
Founders Financial Alliance, LLC 510.01%0.01%0.02%Q3 2020Q3 20236
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 510.02%0.04%0.06%Q4 2018Q2 20206
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
McKinley Carter Wealth Services, Inc. 660.03%0.04%0.07%Q4 2020Q1 20226
Visionary Asset Management, Inc. 660.07%0.07%0.08%Q2 2017Q3 20186
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q4 2018Q3 20216
IMS Capital Management 510.16%0.18%0.22%Q2 2018Q4 20196
McCarthy Asset Management, Inc. 660.00%0.00%0.01%Q4 2020Q1 20226
BlackRock Inc. 660.00%0.00%0.00%Q4 2018Q1 20206
Arkadios Wealth Advisors 660.01%0.02%0.04%Q2 2020Q3 20216
Edge Advisors, LLC 660.10%0.17%0.20%Q1 2017Q2 20186
FIRST NATIONAL CORP /MA/ /ADV 550.31%0.33%0.38%Q4 2018Q4 20195
Commonwealth Equity Services, Inc 550.00%0.01%0.01%Q3 2016Q3 20175
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q4 2019Q2 20225
PACIFIC FINANCIAL GROUP INC 553.62%4.03%4.72%Q4 2018Q4 20195
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.01%0.02%Q2 2017Q4 20195
Private Vista, LLC 550.17%0.21%0.26%Q3 2017Q3 20185
Patriot Financial Group Insurance Agency, LLC 550.00%0.01%0.01%Q4 2020Q4 20215
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q4 2021Q4 20225
V Wealth Advisors LLC 410.00%0.33%0.57%Q1 2016Q2 20175
Choice Wealth Advisors, LLC 550.24%6.09%10.10%Q4 2020Q4 20215
Haverford Trust Co 550.01%0.01%0.01%Q1 2021Q1 20225
DWM Financial Group, Inc. 559.46%11.81%13.27%Q4 2019Q4 20205
Cedar Brook Financial Partners, LLC 550.13%0.15%0.19%Q4 2018Q4 20195
AMERICAN INTERNATIONAL GROUP, INC. 550.00%0.00%0.00%Q1 2015Q1 20165
Worth Financial Advisory Group, LLC 440.30%0.31%0.33%Q4 2022Q3 20234
Frisch Financial Group, Inc. 440.10%0.11%0.13%Q3 2022Q2 20234
Wealthcare Advisory Partners LLC 440.01%0.01%0.01%Q4 2022Q3 20234
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q2 2019Q2 20224
First Allied Advisory Services, Inc. 210.00%0.01%0.01%Q3 2016Q3 20194
SEI INVESTMENTS CO 310.00%0.00%0.00%Q2 2017Q2 20184
WOLVERINE TRADING, LLC 210.00%0.00%0.01%Q3 2017Q2 20184
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.08%0.09%0.11%Q4 2022Q3 20234
Vawter Financial, Ltd. 440.53%0.60%0.71%Q4 2022Q3 20234
SONATA CAPITAL GROUP INC 440.72%0.76%0.80%Q2 2019Q1 20204
AlphaStar Capital Management, LLC 440.07%0.10%0.14%Q2 2018Q1 20194
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q1 20204
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.25%0.47%0.68%Q4 2017Q4 20184
GOLDMAN SACHS GROUP INC 210.00%0.00%0.01%Q2 2018Q4 20224
Parallel Advisors, LLC 210.00%0.00%0.01%Q4 2019Q3 20234
Rehmann Capital Advisory Group 310.00%0.00%0.00%Q1 2018Q2 20194
Epstein & White Financial LLC 440.19%0.21%0.23%Q4 2017Q3 20184
MRA Associates USA LLC 440.67%1.68%2.58%Q4 2018Q3 20194
Cetera Advisors LLC 440.01%0.01%0.01%Q1 2019Q4 20194
Simply Money Advisors 445.04%5.54%6.26%Q2 2017Q1 20184
Apollon Wealth Management, LLC 440.02%0.06%0.10%Q4 2022Q3 20234
RAYMOND JAMES TRUST N.A. 440.01%0.01%0.02%Q2 2018Q1 20194
Virtu KCG Holdings LLC 310.01%0.03%0.08%Q4 2015Q4 20164
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.02%0.04%0.05%Q3 2020Q1 20213
OneDigital Investment Advisors LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Berman Capital Advisors, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Bank of New York Mellon Corp 210.00%0.00%0.00%Q2 2019Q1 20203
Andesa Financial Management Inc. 330.79%1.05%1.24%Q4 2018Q2 20193
Clear Creek Financial Management, LLC 330.09%0.10%0.11%Q2 2019Q4 20193
Lee Financial Co 330.00%0.00%0.00%Q2 2020Q4 20203
Smithfield Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
IHT Wealth Management, LLC 330.02%0.05%0.07%Q4 2017Q2 20183
TCI Wealth Advisors, Inc. 330.01%0.01%0.01%Q2 2017Q4 20173
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.02%0.07%0.18%Q4 2017Q2 20183
Wealthquest Corp 330.08%0.08%0.08%Q4 2018Q2 20193
Avior Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Veritable, L.P. 330.00%0.00%0.00%Q3 2017Q1 20183
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.62%0.89%1.44%Q1 2023Q3 20233
IFG Advisory, LLC 210.04%0.08%0.15%Q1 2019Q4 20193
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2021Q4 20223
Hayden Royal, LLC 330.24%0.37%0.51%Q1 2019Q3 20193
WASHINGTON TRUST BANK 330.00%0.01%0.01%Q3 2018Q1 20193
Bedel Financial Consulting, Inc. 330.03%0.04%0.04%Q3 2021Q1 20223
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q3 2022Q3 20233
Black Swift Group, LLC 220.01%0.02%0.03%Q3 2018Q4 20182
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
TRUST CO OF VERMONT 220.00%0.00%0.00%Q3 2019Q4 20192
Essex Savings Bank 220.06%0.06%0.06%Q4 2018Q1 20192
Eagle Bay Advisors LLC 220.10%0.10%0.10%Q1 2023Q2 20232
Herold Advisors, Inc. 110.00%0.00%0.01%Q3 2021Q1 20222
NWK Group, Inc. 220.02%0.02%0.03%Q4 2019Q1 20202
Moloney Securities Asset Management, LLC 220.12%0.12%0.12%Q1 2018Q2 20182
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q4 2021Q1 20232
Cerity Partners LLC 220.06%0.07%0.08%Q2 2023Q3 20232
Clear Perspective Advisors, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Sanctuary Wealth Management, L.L.C. 220.21%0.29%0.38%Q2 2019Q3 20192
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Venturi Wealth Management, LLC 221.28%1.29%1.30%Q1 2019Q2 20192
Fortis Capital Advisors, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
NATIONAL PLANNING CORP 220.03%0.04%0.04%Q2 2017Q3 20172
VERUS CAPITAL PARTNERS, LLC 220.02%0.05%0.08%Q4 2019Q1 20202
AlphaCore Capital LLC 220.18%0.18%0.19%Q2 2023Q3 20232
Lloyd Advisory Services, LLC. 220.00%0.00%0.00%Q4 2019Q1 20202
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2019Q2 20202
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q2 2019Q1 20202
ACG Wealth 220.06%0.06%0.07%Q1 2015Q2 20152
COZAD ASSET MANAGEMENT INC 220.14%0.14%0.15%Q2 2020Q3 20202
Edge Capital Group, LLC 110.14%0.16%0.19%Q4 2018Q2 20192
GREAT VALLEY ADVISOR GROUP, INC. 110.03%0.03%0.03%Q2 2022Q2 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DAYMARK WEALTH PARTNERS, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
NewEdge Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q3 2017Q3 20171
Signet Investment Advisory Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
ATWOOD & PALMER INC 110.00%0.00%0.00%Q1 2021Q1 20211
Glassman Wealth Services 110.01%0.01%0.01%Q4 2021Q4 20211
RiverGlades Family Offices LLC 116.48%6.48%6.48%Q4 2018Q4 20181
Stratos Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
OLD MISSION CAPITAL, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Advocacy Wealth Management Services, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Outlook Wealth Advisors, LLC 110.39%0.39%0.39%Q4 2018Q4 20181
Dynamic Advisor Solutions LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Sigma Planning Corp 110.03%0.03%0.03%Q1 2016Q1 20161
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
AllSquare Wealth Management LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Sonora Investment Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Berger Financial Group, Inc 111.39%1.39%1.39%Q4 2020Q4 20201
Clarity Wealth Advisors, LLC 110.89%0.89%0.89%Q4 2019Q4 20191
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Semmax Financial Advisors Inc. 110.02%0.02%0.02%Q4 2018Q4 20181
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
THORNBURG INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q4 2018Q4 20181
CREDIT SUISSE AG/ 110.01%0.01%0.01%Q1 2020Q1 20201
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WEDBUSH SECURITIES INC 110.03%0.03%0.03%Q1 2019Q1 20191
First Personal Financial Services 110.00%0.00%0.00%Q4 2019Q4 20191
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Retirement Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
North Star Investment Management Corp. 110.00%0.00%0.00%Q2 2022Q2 20221
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q4 2020Q4 20201
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Farther Finance Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Baird Financial Group, Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Royal Harbor Partners, LLC 113.66%3.66%3.66%Q1 2020Q1 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.17%0.17%0.17%Q4 2019Q4 20191
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Asset Dedication, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
KARLINSKI ANDREW C 110.17%0.17%0.17%Q4 2021Q4 20211
Argentus Capital Management, LLC 110.03%0.03%0.03%Q2 2016Q2 20161
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Source Financial Advisors LLC 110.40%0.40%0.40%Q4 2020Q4 20201
Elm Partners Management LLC 112.69%2.69%2.69%Q3 2021Q3 20211
WFG Advisors, LP 110.00%0.00%0.00%Q4 2015Q4 20151
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Trust Co 110.03%0.03%0.03%Q3 2018Q3 20181
NorthCrest Asset Manangement, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Avestar Capital, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
Arlington Partners LLC 110.00%0.00%0.00%Q1 2019Q1 20191
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2019Q1 20191
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Intrua Financial, LLC 110.10%0.10%0.10%Q2 2020Q2 20201
Security Financial Services, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Caprock Group, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
External links

This page lists all the filers that currently own JP MORGAN EXCHANGE TRADED FD or have owned JP MORGAN EXCHANGE TRADED FD in the past.