JP MORGAN EXCHANGE TRADED FD shareholder history

Current and past JP MORGAN EXCHANGE TRADED FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
JPMORGAN CHASE & CO 32320.00%0.00%0.02%Q4 2015Q3 202332
BANK OF AMERICA CORP /DE/ 31310.00%0.00%0.01%Q1 2016Q3 202331
UBS Group AG 30300.00%0.01%0.02%Q2 2016Q3 202330
Cambridge Investment Research Advisors, Inc. 29290.01%0.01%0.03%Q3 2016Q3 202329
Sterneck Capital Management, LLC 29291.40%3.95%6.71%Q3 2016Q3 202329
LPL Financial LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
WELLS FARGO & COMPANY/MN 28280.00%0.00%0.00%Q4 2016Q3 202328
JANE STREET GROUP, LLC 1120.00%0.02%0.22%Q3 2015Q3 202328
MORGAN STANLEY 27270.00%0.00%0.01%Q1 2017Q3 202327
Quantitative Advantage, LLC 27270.08%2.85%4.28%Q3 2016Q1 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1860.00%0.00%0.00%Q3 2017Q3 202327
BEACON INVESTMENT ADVISORY SERVICES, INC. 27270.02%0.40%1.34%Q1 2017Q3 202327
Cetera Advisors LLC 26260.01%0.09%0.30%Q1 2017Q2 202326
Ancora Advisors LLC 25250.01%0.06%0.14%Q3 2017Q3 202325
SignalPoint Asset Management, LLC 25250.11%0.22%0.30%Q3 2017Q3 202325
INTERACTIVE FINANCIAL ADVISORS, INC. 25250.11%0.21%0.43%Q3 2017Q3 202325
PLANNING ALTERNATIVES LTD /ADV 25250.04%6.01%9.55%Q3 2017Q3 202325
CITIGROUP INC 25250.00%0.00%0.00%Q3 2017Q3 202325
LexAurum Advisors, LLC 24240.29%1.81%4.02%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 1430.00%0.01%0.02%Q2 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
RAYMOND JAMES & ASSOCIATES 24240.00%0.00%0.00%Q4 2017Q3 202324
Frontier Wealth Management LLC 24240.02%1.25%3.08%Q3 2016Q2 202224
CWM, LLC 1580.00%0.02%0.14%Q4 2017Q3 202323
CreativeOne Wealth, LLC 23230.06%3.45%9.20%Q1 2018Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.00%0.00%Q2 2018Q3 202322
ROYAL BANK OF CANADA 1570.00%0.00%0.00%Q2 2017Q3 202322
ENVESTNET ASSET MANAGEMENT INC 21210.00%0.00%0.00%Q3 2018Q3 202321
AMERIPRISE FINANCIAL INC 1920.00%0.00%0.01%Q4 2017Q3 202321
Continuum Advisory, LLC 1740.03%0.18%0.61%Q3 2017Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
ST GERMAIN D J CO INC 1730.02%3.77%5.02%Q4 2018Q4 202320
HHM Wealth Advisors, LLC 20200.54%2.49%6.28%Q4 2018Q3 202320
IFP Advisors, Inc 810.00%0.06%0.31%Q1 2016Q4 202220
Private Advisor Group, LLC 1730.00%0.00%0.01%Q3 2018Q3 202320
TD Capital Management LLC 19190.00%0.44%1.69%Q2 2017Q4 202119
GeoWealth Management, LLC 18180.01%1.44%5.77%Q2 2019Q3 202318
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 18180.14%0.37%0.66%Q1 2017Q2 202118
GOLDMAN SACHS GROUP INC 920.00%0.00%0.00%Q3 2018Q3 202318
Modera Wealth Management, LLC 18180.04%7.10%17.54%Q2 2019Q3 202318
Sanctuary Wealth Management, L.L.C. 1310.11%0.52%0.97%Q1 2010Q3 202317
FMR LLC 1220.00%0.00%0.00%Q4 2018Q3 202317
SVA Wealth Management, LLC 17170.36%4.58%5.45%Q4 2016Q4 202017
Citadel Advisors 1210.00%0.00%0.00%Q3 2018Q3 202316
SPC Financial, Inc. 16160.15%0.46%0.71%Q1 2018Q4 202116
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%2.75%3.75%Q4 2019Q3 202316
Lido Advisors, LLC 16160.02%0.04%0.06%Q4 2017Q3 202116
First Heartland Consultants, Inc. 15150.04%0.12%0.29%Q3 2017Q1 202115
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
NOTTINGHAM ADVISORS, INC. 15152.76%4.50%5.72%Q3 2016Q1 202015
SNS Financial Group, LLC 15150.10%0.25%0.40%Q2 2016Q4 201915
First Capital Advisors Group, LLC. 870.25%3.06%4.81%Q1 2017Q2 202315
Community Bank, N.A. 15150.90%1.34%1.67%Q3 2016Q1 202015
TOTAL INVESTMENT MANAGEMENT INC 1415.88%11.27%15.32%Q4 2016Q1 202115
STIFEL FINANCIAL CORP 1410.00%0.00%0.00%Q4 2019Q3 202315
Kathmere Capital Management, LLC 15150.04%0.05%0.07%Q1 2020Q3 202315
Tower Research Capital LLC (TRC) 14140.00%0.02%0.05%Q2 2019Q3 202214
LADENBURG THALMANN FINANCIAL SERVICES INC. 14140.00%0.01%0.02%Q3 2016Q4 201914
Geneos Wealth Management Inc. 1210.00%0.02%0.05%Q4 2017Q1 202113
MUFG Americas Holdings Corp 13130.00%0.00%0.00%Q3 2019Q3 202213
UNITED CAPITAL FINANCIAL ADVISORS, LLC 13130.00%0.02%0.05%Q2 2019Q2 202213
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
LINCOLN NATIONAL CORP 13130.01%0.16%0.30%Q3 2017Q3 202013
Capital Analysts, LLC 13130.00%0.01%0.03%Q1 2018Q1 202113
Advisor Group, Inc. 12120.00%0.02%0.04%Q1 2017Q4 201912
Newfound Research LLC 12120.00%0.01%0.01%Q3 2017Q2 202012
Essex Financial Services, Inc. 12120.02%0.06%0.08%Q3 2019Q2 202212
HighTower Advisors, LLC 710.00%0.00%0.00%Q3 2018Q4 202112
John W. Brooker & Co., CPAs 12120.01%0.01%0.01%Q4 2019Q3 202212
TRUSTCORE FINANCIAL SERVICES, LLC 12120.00%0.00%0.00%Q4 2017Q3 202012
LifePlan Financial Group, Inc 11110.04%0.07%0.10%Q1 2018Q3 202011
SkyView Investment Advisors, LLC 11111.07%1.92%3.43%Q4 2020Q2 202311
US BANCORP \DE\ 740.00%0.00%0.00%Q4 2018Q3 202311
MASSMUTUAL TRUST CO FSB/ADV 11110.00%0.51%1.34%Q1 2019Q3 202111
Qube Research & Technologies Ltd 920.00%0.01%0.10%Q1 2020Q2 202311
NORTH STAR ASSET MANAGEMENT INC 10100.01%0.02%0.02%Q2 2021Q3 202310
Global Trust Asset Management, LLC 10100.37%0.85%1.16%Q4 2017Q1 202010
FOSTER & MOTLEY INC 10100.02%0.03%0.04%Q2 2021Q3 202310
SWS Partners 510.22%0.54%0.88%Q4 2017Q4 202010
Sowell Financial Services LLC 710.00%0.04%0.08%Q4 2018Q1 202310
Fort Point Capital Partners LLC 990.18%0.22%0.23%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.66%0.81%0.92%Q3 2021Q3 20239
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q1 2021Q3 20239
MARINER INDEPENDENT ADVISOR NETWORK, LLC 720.46%0.83%1.25%Q4 2017Q1 20209
FIFTH THIRD BANCORP 880.00%0.00%0.00%Q3 2021Q2 20238
SONATA CAPITAL GROUP INC 880.24%0.81%1.02%Q2 2019Q1 20218
WBI INVESTMENTS, LLC 410.05%0.06%0.08%Q3 2020Q3 20238
Advisory Services Network, LLC 310.00%0.00%0.01%Q4 2019Q1 20238
Avant Capital LLC 880.66%0.71%0.77%Q4 2021Q3 20238
Wolf Group Capital Advisors 880.20%0.23%0.25%Q3 2017Q2 20198
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 880.04%0.12%0.24%Q2 2018Q1 20208
Financial Architects, Inc 770.02%0.04%0.07%Q1 2017Q3 20187
Atria Investments, Inc 770.02%0.06%0.10%Q2 2019Q4 20207
PNC FINANCIAL SERVICES GROUP, INC. 520.00%0.00%0.00%Q4 2019Q4 20217
Tyler-Stone Wealth Management 520.02%0.02%0.02%Q4 2021Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TrueWealth Advisors, LLC 770.10%0.16%0.22%Q4 2020Q2 20227
Cooper Financial Group 770.05%0.07%0.11%Q4 2020Q2 20227
Foster Victor Wealth Advisors, LLC 770.16%9.75%15.92%Q4 2018Q2 20207
Ameritas Advisory Services, LLC 610.01%0.01%0.02%Q4 2021Q3 20237
Integrated Wealth Concepts LLC 770.57%0.65%0.72%Q1 2019Q3 20207
D L CARLSON INVESTMENT GROUP INC 770.18%0.28%0.33%Q3 2018Q1 20207
Avior Wealth Management, LLC 770.00%0.00%0.01%Q4 2018Q2 20207
STRATEGIC CAPITAL ADVISERS, INC. 663.08%3.52%3.97%Q4 2017Q1 20196
BlackRock Inc. 660.00%0.00%0.00%Q4 2018Q1 20206
Bison Wealth, LLC 660.02%0.02%0.02%Q1 2021Q2 20226
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q3 20236
One Capital Management, LLC 660.02%0.34%0.70%Q2 2022Q3 20236
Nikulski Financial, Inc. 660.19%0.23%0.26%Q3 2018Q4 20196
Providence Capital Advisors, LLC 660.00%0.02%0.03%Q3 2018Q4 20196
NEXT Financial Group, Inc 410.00%0.00%0.00%Q4 2018Q1 20205
CENTAURUS FINANCIAL, INC. 550.38%0.59%0.80%Q2 2018Q2 20195
PACIFIC FINANCIAL GROUP INC 552.14%3.21%4.39%Q4 2018Q4 20195
FLOW TRADERS U.S. LLC 210.02%0.03%0.05%Q3 2020Q1 20225
Ameritas Investment Company, LLC 210.00%0.01%0.03%Q4 2018Q3 20215
Commonwealth Equity Services, Inc 550.00%0.00%0.00%Q3 2016Q3 20175
NWAM LLC 550.03%0.03%0.04%Q3 2022Q3 20235
Patten Group, Inc. 550.17%0.26%0.36%Q3 2022Q3 20235
KCM INVESTMENT ADVISORS LLC 550.08%0.09%0.09%Q4 2017Q4 20185
Cetera Investment Advisers 550.00%0.01%0.01%Q3 2022Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.01%0.04%0.08%Q3 2022Q3 20235
Transamerica Financial Advisors, Inc. 210.00%0.14%0.33%Q3 2017Q2 20194
Apollon Wealth Management, LLC 440.15%0.26%0.39%Q4 2022Q3 20234
APPLETON PARTNERS INC/MA 440.04%0.05%0.05%Q1 2017Q4 20174
Faithward Advisors, LLC 220.01%0.01%0.01%Q4 2019Q2 20224
INVESTMENT CENTERS OF AMERICA INC 440.02%0.02%0.03%Q4 2016Q3 20174
RHS Financial, LLC 440.26%0.65%1.02%Q4 2022Q3 20234
Shamrock Asset Management LLC 440.15%0.24%0.47%Q4 2016Q3 20174
Etesian Wealth Advisors, Inc. 441.27%1.31%1.38%Q4 2022Q3 20234
Cetera Advisor Networks LLC 310.00%0.00%0.00%Q2 2020Q2 20234
Perigon Wealth Management, LLC 440.00%0.00%0.01%Q2 2017Q1 20184
Laurel Wealth Advisors, Inc. 440.11%0.12%0.13%Q1 2017Q4 20174
Prestige Wealth Management Group LLC 440.00%0.00%0.00%Q2 2022Q1 20234
KARLINSKI ANDREW C 440.11%0.20%0.43%Q4 2021Q3 20224
Integrity Advisory, LLC 441.13%1.47%2.05%Q1 2022Q4 20224
TRUIST FINANCIAL CORP 210.00%0.00%0.00%Q4 2019Q3 20234
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q1 20204
Edge Wealth Management LLC 440.00%0.03%0.04%Q2 2019Q1 20204
Clear Creek Financial Management, LLC 440.07%0.08%0.10%Q4 2022Q3 20234
Ken Stern & Associates, Inc. 440.14%0.15%0.15%Q4 2017Q3 20184
55I, LLC 440.01%0.04%0.06%Q4 2021Q3 20224
Empire Financial Management Company, LLC 330.90%1.51%2.16%Q1 2023Q3 20233
NATIONAL PLANNING CORP 330.02%0.03%0.04%Q1 2017Q3 20173
Essex Savings Bank 330.02%0.02%0.03%Q4 2018Q2 20193
Bank of New York Mellon Corp 330.00%0.00%0.00%Q4 2019Q2 20203
Orion Portfolio Solutions, LLC 330.00%0.01%0.02%Q4 2019Q2 20203
MOTIVE WEALTH ADVISORS 210.15%0.27%0.40%Q2 2021Q1 20223
MARINO, STRAM & ASSOCIATES LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Aptus Capital Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Founders Financial Alliance, LLC 210.00%0.00%0.00%Q3 2020Q3 20223
Gradient Investments LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Capital Asset Advisory Services LLC 210.00%0.00%0.00%Q4 2020Q3 20223
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q1 2023Q3 20233
BEACON TRUST CO 220.44%1.16%1.88%Q4 2016Q1 20172
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
tru Independence LLC 220.00%0.01%0.01%Q2 2020Q3 20202
Equitable Holdings, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
Virtue Capital Management, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
BOKF, NA 220.01%0.01%0.01%Q2 2018Q3 20182
TRILLIUM ASSET MANAGEMENT, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Centerpoint Advisors, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Sunbelt Securities, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Apella Capital, LLC 220.06%0.06%0.06%Q2 2021Q3 20212
ETRADE Capital Management LLC 220.01%0.01%0.01%Q2 2020Q3 20202
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2018Q2 20192
COZAD ASSET MANAGEMENT INC 220.13%0.13%0.13%Q2 2020Q3 20202
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q2 2023Q3 20232
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2017Q2 20182
Prospera Financial Services Inc 110.00%0.00%0.01%Q3 2020Q1 20222
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
MML INVESTORS SERVICES, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.00%0.00%0.00%Q4 2022Q1 20232
MSI Financial Services Inc 220.00%0.00%0.00%Q3 2016Q4 20162
Mascoma Wealth Management LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Sigma Planning Corp 110.05%0.05%0.05%Q1 2016Q1 20161
Golden State Wealth Management, LLC 1110.30%10.30%10.30%Q4 2019Q4 20191
Atlantic Union Bankshares Corp 110.14%0.14%0.14%Q1 2019Q1 20191
All Terrain Financial Advisors, LLC 110.10%0.10%0.10%Q4 2017Q4 20171
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Hudock, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
AVALON CAPITAL MANAGEMENT 116.19%6.19%6.19%Q4 2019Q4 20191
MAI Capital Management 110.00%0.00%0.00%Q2 2023Q2 20231
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
ADVISOR PARTNERS LLC 110.03%0.03%0.03%Q4 2019Q4 20191
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2021Q2 20211
DOHJ, LLC 110.45%0.45%0.45%Q4 2019Q4 20191
GREENLEAF TRUST 110.01%0.01%0.01%Q2 2020Q2 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Creative Planning 110.00%0.00%0.00%Q1 2020Q1 20201
Intrua Financial, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Larson Financial Group LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
VisionPoint Advisory Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Birchcreek Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Tredje AP-fonden 111.57%1.57%1.57%Q2 2021Q2 20211
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COLTON GROOME FINANCIAL ADVISORS, LLC 110.29%0.29%0.29%Q1 2020Q1 20201
VERUS CAPITAL PARTNERS, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
TLW Wealth Management, LLC 110.47%0.47%0.47%Q4 2018Q4 20181
Slow Capital, Inc. 110.04%0.04%0.04%Q1 2018Q1 20181
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Stone House Investment Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Concord Wealth Partners 110.00%0.00%0.00%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SADOFF INVESTMENT MANAGEMENT LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
KLINGENSTEIN FIELDS & CO LP 110.02%0.02%0.02%Q2 2021Q2 20211
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
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.