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
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 19190.00%0.00%0.02%Q1 2019Q3 202319
JPMORGAN CHASE & CO 1330.00%0.05%0.10%Q3 2019Q3 202316
FLOW TRADERS U.S. LLC 1310.01%0.35%1.39%Q1 2019Q2 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.04%Q1 2020Q3 202315
LAZARD ASSET MANAGEMENT LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
LPL Financial LLC 15150.00%0.02%0.05%Q1 2020Q3 202315
MASSMUTUAL TRUST CO FSB/ADV 15150.23%0.42%0.71%Q2 2020Q4 202315
BANK OF AMERICA CORP /DE/ 14140.00%0.00%0.00%Q2 2020Q3 202314
UBS Group AG 510.00%0.00%0.00%Q2 2019Q3 202312
FMR LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.01%Q4 2020Q3 202312
Archer Investment Corp 12120.05%0.05%0.06%Q4 2020Q3 202312
TRANSCEND CAPITAL ADVISORS, LLC 920.04%0.08%0.12%Q4 2020Q3 202311
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.00%0.01%Q2 2021Q3 202310
HighTower Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
IFP Advisors, Inc 640.00%0.00%0.01%Q1 2020Q4 202210
Vestmark Advisory Solutions, Inc. 10100.12%0.84%3.19%Q2 2021Q3 202310
Integrated Wealth Concepts LLC 990.01%0.02%0.04%Q3 2021Q3 20239
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q2 2020Q3 20239
ASSETMARK, INC 990.10%0.16%0.21%Q3 2021Q3 20239
Herold Advisors, Inc. 990.06%0.09%0.12%Q3 2021Q3 20239
ROYAL BANK OF CANADA 510.00%0.00%0.00%Q3 2020Q3 20239
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q4 2021Q3 20238
Security Financial Services, INC. 880.36%0.44%0.58%Q4 2021Q3 20238
Ascent Group, LLC 880.09%0.16%0.28%Q4 2021Q3 20238
Orion Portfolio Solutions, LLC 770.06%0.11%0.17%Q1 2022Q3 20237
Patriot Financial Group Insurance Agency, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Global Retirement Partners, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
BlackRock Inc. 770.00%0.00%0.00%Q2 2021Q4 20227
Capital Investment Advisory Services, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
THRIVENT FINANCIAL FOR LUTHERANS 770.02%0.02%0.02%Q1 2022Q3 20237
NWAM LLC 770.04%0.05%0.06%Q1 2022Q3 20237
55I, LLC 770.02%0.44%0.86%Q1 2021Q3 20227
Cedar Brook Financial Partners, LLC 770.06%0.08%0.11%Q4 2021Q2 20237
LAKE STREET PRIVATE WEALTH, LLC 770.09%0.34%0.46%Q1 2022Q3 20237
COMMONWEALTH EQUITY SERVICES, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
GOLDMAN SACHS GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
JNBA Financial Advisors 660.00%0.00%0.00%Q2 2022Q3 20236
Janney Montgomery Scott LLC 660.05%0.12%0.24%Q2 2022Q3 20236
Tower Research Capital LLC (TRC) 310.00%0.01%0.02%Q2 2020Q3 20226
Qube Research & Technologies Ltd 660.00%0.00%0.00%Q2 2022Q3 20236
WELLS FARGO & COMPANY/MN 420.00%0.00%0.00%Q1 2022Q3 20236
Cornerstone Wealth Management, LLC 334.11%4.25%4.63%Q1 2022Q3 20236
Atria Wealth Solutions, Inc. 420.00%0.00%0.00%Q1 2022Q3 20236
BCGM Wealth Management, LLC 550.11%6.03%9.05%Q2 2021Q2 20225
SUTTON PLACE INVESTORS LLC 550.38%0.74%0.91%Q3 2022Q3 20235
Cambridge Investment Research Advisors, Inc. 550.06%0.06%0.07%Q3 2022Q3 20235
IFG Advisory, LLC 550.35%0.50%0.92%Q3 2022Q3 20235
Rosenberg Matthew Hamilton 550.18%0.23%0.28%Q3 2022Q3 20235
AMERIPRISE FINANCIAL INC 550.00%0.00%0.00%Q3 2022Q3 20235
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q1 2019Q3 20235
Welch Group, LLC 320.01%0.01%0.01%Q4 2021Q3 20235
Bank of New York Mellon Corp 220.00%0.00%0.00%Q3 2020Q1 20224
NEXT Financial Group, Inc 440.00%0.00%0.00%Q2 2019Q1 20204
Integrity Advisory, LLC 4413.26%14.97%16.72%Q1 2022Q4 20224
TFB Advisors LLC 440.44%0.81%1.57%Q4 2022Q3 20234
Cetera Advisor Networks LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Cetera Investment Advisers 440.00%0.01%0.01%Q4 2022Q3 20234
Citadel Advisors 110.00%0.00%0.00%Q3 2020Q1 20234
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.00%0.00%0.00%Q1 2019Q4 20194
Family Asset Management, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.02%0.03%0.04%Q4 2022Q3 20234
Prime Capital Investment Advisors, LLC 310.00%0.02%0.04%Q2 2022Q3 20234
Fingerlakes Wealth Management, Inc. 330.34%0.41%0.48%Q1 2023Q3 20233
Private Advisor Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.14%0.17%0.20%Q1 2023Q3 20233
Chicago Partners Investment Group LLC 330.04%0.04%0.04%Q2 2019Q4 20193
Spire Wealth Management 330.00%0.00%0.00%Q1 2023Q3 20233
TSFG, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.00%0.00%0.01%Q2 2022Q1 20233
Truvestments Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Wayfinding Financial, LLC 331.33%1.38%1.41%Q1 2023Q3 20233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2021Q3 20233
Allworth Financial LP 330.00%0.00%0.00%Q4 2022Q2 20233
LGT Financial Advisors LLC 330.02%0.05%0.07%Q1 2023Q3 20233
PFG Advisors 330.02%0.02%0.02%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 210.00%0.00%0.00%Q1 2021Q3 20233
FIDUCIARY TRUST CO 330.01%0.01%0.01%Q1 2020Q3 20203
ETRADE Capital Management LLC 330.01%0.03%0.05%Q1 2020Q3 20203
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q1 2022Q2 20222
Investors Research Corp 220.00%0.00%0.00%Q1 2023Q2 20232
Ignite Planners, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
BANK OF NOVA SCOTIA 220.02%0.06%0.09%Q4 2022Q1 20232
Creative Planning 110.00%0.00%0.00%Q3 2022Q1 20232
RFG Advisory, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
SFG Wealth Management, LLC. 222.59%3.29%4.00%Q4 2021Q1 20222
MBM Wealth Consultants, LLC 220.06%0.07%0.07%Q4 2022Q1 20232
CreativeOne Wealth, LLC 220.22%0.35%0.47%Q2 2023Q3 20232
Mutual Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Apollon Wealth Management, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CHANNEL WEALTH LLC 220.15%0.17%0.19%Q1 2023Q2 20232
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q2 2023Q3 20232
ICA Group Wealth Management, LLC 110.01%0.01%0.02%Q4 2022Q2 20232
Gateway Wealth Partners, LLC 220.05%0.07%0.09%Q2 2023Q3 20232
GeoWealth Management, LLC 220.32%0.32%0.32%Q2 2023Q3 20232
IAG Wealth Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Network Wealth Management LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Cetera Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CWM, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Twelve Points Wealth Management LLC 110.24%0.24%0.24%Q4 2021Q4 20211
SCHMIDT P J INVESTMENT MANAGEMENT INC 110.57%0.57%0.57%Q3 2023Q3 20231
Archford Capital Strategies, LLC 110.46%0.46%0.46%Q3 2023Q3 20231
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Jacobi Capital Management LLC 110.05%0.05%0.05%Q3 2023Q3 20231
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q2 2022Q2 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BARCLAYS PLC 110.00%0.00%0.00%Q3 2022Q3 20221
PARK AVENUE SECURITIES LLC 110.06%0.06%0.06%Q3 2023Q3 20231
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
HRT FINANCIAL LP 110.05%0.05%0.05%Q1 2019Q1 20191
Castleview Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MML INVESTORS SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
OneAscent Financial Services LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
LOCKERMAN FINANCIAL GROUP, INC. 112.09%2.09%2.09%Q3 2023Q3 20231
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2022Q1 20221
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
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.