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
CWM, LLC 1010.00%0.02%0.05%Q1 2019Q3 202317
Citadel Advisors 540.00%0.00%0.00%Q2 2021Q3 202311
Avior Wealth Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
UBS Group AG 10100.00%0.00%0.01%Q2 2021Q3 202310
JPMORGAN CHASE & CO 10100.35%0.44%0.51%Q2 2021Q3 202310
FMR LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
WELLS FARGO & COMPANY/MN 10100.00%0.00%0.00%Q2 2021Q3 202310
ASSETMARK, INC 10100.00%0.00%0.00%Q2 2021Q3 202310
MORGAN STANLEY 10100.00%0.00%0.00%Q2 2021Q3 202310
MML INVESTORS SERVICES, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
US BANCORP \DE\ 10100.00%0.00%0.00%Q2 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
BLAIR WILLIAM & CO/IL 10100.00%0.00%0.00%Q2 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.01%0.01%Q2 2021Q3 202310
Dorsey & Whitney Trust CO LLC 10100.04%0.13%0.16%Q2 2021Q3 202310
IFP Advisors, Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
SRS Capital Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
FIFTH THIRD BANCORP 10100.00%0.00%0.00%Q2 2021Q3 202310
ROYAL BANK OF CANADA 10100.00%0.00%0.00%Q2 2021Q3 202310
Wealthspire Advisors, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10100.00%0.00%0.00%Q2 2021Q3 202310
BANK OF AMERICA CORP /DE/ 10100.00%0.01%0.04%Q2 2021Q3 202310
Keel Point, LLC 10100.08%0.15%0.24%Q2 2021Q3 202310
AIA Group Ltd 10100.87%1.30%1.96%Q2 2021Q3 202310
OSAIC HOLDINGS, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.00%0.00%0.00%Q2 2021Q3 202310
Newbridge Financial Services Group, Inc. 990.02%0.02%0.05%Q2 2021Q2 20239
SUSQUEHANNA INTERNATIONAL GROUP, LLP 630.00%0.00%0.00%Q2 2021Q3 20239
LPL Financial LLC 630.00%0.00%0.00%Q2 2021Q3 20239
LAKE STREET ADVISORS GROUP, LLC 990.04%0.06%0.08%Q3 2021Q3 20239
J.P. Morgan Private Wealth Advisors LLC 990.00%0.00%0.00%Q2 2021Q2 20239
First Horizon Advisors, Inc. 630.00%0.00%0.00%Q2 2021Q3 20239
WHITTIER TRUST CO OF NEVADA INC 540.00%0.00%0.01%Q2 2021Q3 20239
TSFG, LLC 630.00%0.00%0.00%Q2 2021Q3 20239
JANE STREET GROUP, LLC 510.00%0.02%0.10%Q2 2021Q3 20238
Parallel Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
HARBOUR INVESTMENTS, INC. 620.00%0.00%0.00%Q2 2021Q3 20238
Cresset Asset Management, LLC 880.01%0.01%0.01%Q2 2021Q1 20238
BlackRock Inc. 770.00%0.00%0.00%Q2 2021Q4 20227
STIFEL FINANCIAL CORP 770.00%0.00%0.00%Q2 2021Q4 20227
Icon Wealth Partners, LLC 430.04%0.04%0.05%Q2 2021Q3 20237
BESSEMER GROUP INC 430.00%0.00%0.00%Q2 2021Q2 20237
Covestor Ltd 770.00%0.00%0.00%Q1 2022Q3 20237
Badgley Phelps Wealth Managers, LLC 770.04%0.30%0.37%Q1 2022Q3 20237
Glassman Wealth Services 430.02%0.02%0.02%Q2 2021Q1 20237
Qube Research & Technologies Ltd 430.00%0.01%0.05%Q2 2021Q1 20237
Archer Investment Corp 770.00%0.00%0.00%Q1 2022Q3 20237
JANUS HENDERSON GROUP PLC 410.00%0.01%0.02%Q2 2021Q3 20237
ATLAS CAPITAL ADVISORS LLC 660.02%0.09%0.15%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 660.05%0.42%0.88%Q1 2022Q2 20236
Steward Financial Group LLC 310.00%0.00%0.00%Q4 2021Q3 20236
WHITTIER TRUST CO 660.00%0.00%0.00%Q4 2021Q1 20236
Inscription Capital, LLC 410.04%0.06%0.08%Q4 2021Q3 20236
Capital Analysts, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Gradient Investments LLC 310.00%0.00%0.00%Q2 2021Q3 20236
OLD MISSION CAPITAL LLC 410.01%0.05%0.10%Q3 2021Q3 20236
Spire Wealth Management 660.00%0.00%0.00%Q2 2022Q3 20236
Atria Wealth Solutions, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
American Portfolios Advisors 660.00%0.00%0.00%Q2 2021Q3 20226
Crewe Advisors LLC 550.00%0.01%0.04%Q2 2022Q2 20235
PGIM Custom Harvest LLC 410.08%0.10%0.12%Q3 2021Q3 20235
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
AdvisorNet Financial, Inc 320.00%0.00%0.00%Q3 2021Q3 20235
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q1 2021Q1 20225
HUNTINGTON NATIONAL BANK 550.00%0.00%0.00%Q2 2021Q2 20225
PRIVATE TRUST CO NA 410.00%0.00%0.00%Q2 2022Q3 20235
Newton One Investments LLC 550.01%0.01%0.02%Q2 2021Q2 20225
EVOKE WEALTH, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
CREATIVE FINANCIAL DESIGNS INC /ADV 310.00%0.00%0.00%Q2 2021Q4 20224
Sierra Capital LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2021Q3 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Plante Moran Financial Advisors, LLC 210.00%0.00%0.00%Q1 2021Q2 20234
Robertson Stephens Wealth Management, LLC 210.02%0.03%0.05%Q3 2021Q3 20234
HHM Wealth Advisors, LLC 440.17%0.22%0.32%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.12%0.14%0.17%Q4 2022Q3 20234
OneDigital Investment Advisors LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Retirement Planning Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q2 2021Q1 20224
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
HB Wealth Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
CVA Family Office, LLC 330.08%0.09%0.10%Q4 2022Q2 20233
Manchester Capital Management LLC 330.00%0.00%0.00%Q3 2022Q1 20233
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.01%Q4 2021Q3 20233
Center for Financial Planning, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Cribstone Capital Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Lehman & Derafelo Financial Resources LLC 210.00%0.00%0.00%Q3 2021Q3 20223
Pacifica Partners Inc. 330.01%0.01%0.01%Q2 2022Q4 20223
MATRIX PRIVATE CAPITAL GROUP LLC 210.02%0.03%0.04%Q4 2021Q1 20233
Parkside Financial Bank & Trust 330.00%0.00%0.00%Q2 2022Q4 20223
Allworth Financial LP 330.00%0.00%0.00%Q1 2023Q3 20233
Municipal Employees' Retirement System of Michigan 330.57%0.82%0.99%Q1 2023Q3 20233
AMERICAN NATIONAL BANK 210.00%0.00%0.00%Q4 2021Q3 20223
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q4 2021Q4 20233
BROWN ADVISORY INC 330.00%0.00%0.00%Q1 2023Q3 20233
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
OXFORD FINANCIAL GROUP, LTD. LLC 220.00%0.01%0.01%Q3 2021Q4 20212
Bank of New York Mellon Corp 110.00%0.00%0.00%Q1 2022Q1 20232
Lee Financial Co 220.00%0.00%0.00%Q4 2021Q1 20222
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Avion Wealth 220.00%0.00%0.00%Q3 2022Q4 20222
Arlington Partners LLC 220.04%0.06%0.09%Q2 2023Q3 20232
Baystate Wealth Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Armor Investment Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
HighTower Advisors, LLC 110.00%0.00%0.00%Q4 2021Q3 20232
CITY HOLDING CO 220.00%0.00%0.00%Q3 2021Q4 20212
Icon Wealth Advisors, LLC 220.03%0.03%0.04%Q3 2022Q4 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Sterling Financial Planning, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Cardinal Strategic Wealth Guidance 220.00%0.00%0.00%Q2 2022Q3 20222
Arete Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Bell Investment Advisors, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q3 2022Q4 20222
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q1 2023Q2 20232
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2021Q1 20222
Custos Family Office, LLC 110.17%0.19%0.20%Q1 2022Q2 20232
FineMark National Bank & Trust 220.01%0.01%0.01%Q4 2021Q1 20222
Choate Investment Advisors 220.01%0.01%0.01%Q4 2021Q1 20222
Renaissance Technologies 220.00%0.00%0.00%Q1 2023Q2 20232
HM PAYSON & CO 110.00%0.00%0.00%Q2 2022Q2 20221
Ellevest, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Cadence Bank 110.08%0.08%0.08%Q4 2022Q4 20221
Retirement Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q3 2022Q3 20221
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q1 2023Q1 20231
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2023Q3 20231
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Destiny Wealth Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Homrich & Berg 110.01%0.01%0.01%Q3 2021Q3 20211
Operose Advisors LLC 110.08%0.08%0.08%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q3 20211
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q2 2022Q2 20221
Crabel Capital Management, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q3 2023Q3 20231
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
FSC Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TCTC Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Founders Capital Management 110.00%0.00%0.00%Q2 2021Q2 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q2 2021Q2 20211
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q2 2022Q2 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2022Q1 20221
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
55I, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
Private Ocean, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2021Q4 20211
CITIGROUP INC 110.00%0.00%0.00%Q2 2021Q2 20211
Barrett Asset Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q1 2023Q1 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SENTINEL TRUST CO LBA 110.04%0.04%0.04%Q4 2021Q4 20211
Financial Management Professionals, Inc. 110.99%0.99%0.99%Q1 2023Q1 20231
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2022Q4 20221
Arlington Trust Co LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
PATHSTONE FAMILY OFFICE, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
First PREMIER Bank 110.02%0.02%0.02%Q2 2022Q2 20221
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Creative Planning 110.00%0.00%0.00%Q3 2023Q3 20231
New Republic Capital, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Global Retirement Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Activest Wealth Management 110.00%0.00%0.00%Q3 2022Q3 20221
Kore Private Wealth LLC 110.05%0.05%0.05%Q3 2021Q3 20211
External links

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.