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
JPMORGAN CHASE & CO 19190.00%0.01%0.01%Q1 2019Q3 202319
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
BALDWIN BROTHERS LLC/MA 18180.00%0.00%0.01%Q3 2019Q4 202318
Fragasso Group Inc. 16160.04%0.07%0.10%Q3 2019Q2 202316
JANE STREET GROUP, LLC 1010.00%0.00%0.01%Q1 2019Q3 202316
ROYAL BANK OF CANADA 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Prestige Wealth Management Group LLC 15150.19%5.14%7.97%Q1 2020Q3 202315
Capital Analysts, LLC 15150.01%0.19%1.26%Q1 2020Q3 202315
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.01%Q2 2020Q3 202314
MASSMUTUAL TRUST CO FSB/ADV 14140.09%0.15%0.27%Q3 2020Q4 202314
STIFEL FINANCIAL CORP 13130.00%0.01%0.02%Q3 2020Q3 202313
HighTower Advisors, LLC 13130.03%0.06%0.10%Q3 2020Q3 202313
Larson Financial Group LLC 12120.01%0.05%0.10%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.00%Q4 2020Q3 202312
IFP Advisors, Inc 840.00%0.03%0.06%Q3 2020Q3 202312
Capital Planning LLC 12120.30%1.92%2.50%Q4 2020Q3 202312
WELLS FARGO & COMPANY/MN 830.00%0.00%0.00%Q4 2020Q3 202311
Apollon Wealth Management, LLC 11110.01%0.16%0.53%Q1 2021Q3 202311
Daniels&Tansey,LLP 11110.73%3.25%23.17%Q1 2021Q3 202311
Delta Investment Management, LLC 11110.38%0.58%1.03%Q4 2020Q2 202311
TRUIST FINANCIAL CORP 640.00%0.01%0.02%Q1 2020Q3 202310
Kingsview Wealth Management, LLC 710.03%0.04%0.05%Q2 2020Q3 202310
Hotaling Investment Management, LLC 990.88%1.18%1.35%Q4 2020Q4 20229
Vestmark Advisory Solutions, Inc. 990.02%0.57%1.82%Q3 2021Q3 20239
Foresight Wealth Management, LLC 990.01%0.19%0.33%Q3 2020Q3 20229
Mutual Advisors, LLC 810.03%0.06%0.12%Q3 2019Q3 20239
COMMONWEALTH EQUITY SERVICES, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
IMS Capital Management 880.45%0.50%0.55%Q4 2021Q3 20238
D.B. Root & Company, LLC 886.23%11.30%14.04%Q4 2021Q3 20238
FAS Wealth Partners, Inc. 880.45%0.92%1.31%Q4 2021Q3 20238
Baird Financial Group, Inc. 440.00%0.01%0.02%Q4 2020Q3 20238
Security Financial Services, INC. 880.10%0.22%0.28%Q4 2021Q3 20238
Financial Advantage, Inc. 880.03%0.03%0.04%Q4 2020Q3 20228
Landmark Wealth Management, LLC 883.43%5.01%9.10%Q4 2021Q3 20238
Patriot Financial Group Insurance Agency, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
CGN Advisors LLC 430.03%1.49%5.47%Q1 2022Q4 20237
Hartford Financial Management Inc. 770.16%0.54%1.39%Q1 2022Q3 20237
TRANSCEND CAPITAL ADVISORS, LLC 770.04%0.05%0.05%Q1 2022Q3 20237
Citadel Advisors 610.00%0.00%0.00%Q2 2021Q3 20237
Destiny Wealth Partners, LLC 660.76%1.12%1.49%Q2 2022Q3 20236
Legacy Wealth Management, Inc 660.60%5.21%8.78%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.12%0.58%2.57%Q2 2022Q3 20236
Capital Advisors Wealth Management, LLC 660.08%0.36%0.54%Q2 2022Q3 20236
LAKE STREET PRIVATE WEALTH, LLC 660.05%0.27%1.36%Q2 2022Q3 20236
Janney Montgomery Scott LLC 660.03%0.07%0.10%Q2 2022Q3 20236
Peterson Wealth Advisors, LLC 664.38%5.42%6.76%Q2 2022Q3 20236
Aptus Capital Advisors, LLC 660.02%0.09%0.41%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.08%0.65%1.16%Q2 2022Q3 20236
Windsor Wealth Management, Inc. 660.71%1.66%2.86%Q2 2022Q3 20236
COOPER/HAIMS ADVISORS, LLC 661.38%4.03%6.34%Q2 2022Q3 20236
Financial Planning & Information Services, Inc. 550.08%3.01%5.14%Q3 2022Q3 20235
Atria Wealth Solutions, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
BANK OF AMERICA CORP /DE/ 550.00%0.00%0.01%Q3 2022Q3 20235
Helen Stephens Group, LLC 550.15%0.53%1.20%Q3 2022Q3 20235
PFG Advisors 550.02%0.02%0.02%Q3 2022Q3 20235
Gratus Capital, LLC 551.00%1.20%1.56%Q3 2022Q3 20235
Avidian Wealth Solutions, LLC 550.07%0.43%0.54%Q2 2022Q2 20235
MML INVESTORS SERVICES, LLC 320.00%0.01%0.01%Q2 2022Q3 20235
James J. Burns & Company, LLC 550.30%0.36%0.46%Q3 2022Q3 20235
J.W. COLE ADVISORS, INC. 320.04%0.05%0.08%Q4 2020Q3 20235
Mascoma Wealth Management LLC 410.01%0.01%0.02%Q1 2021Q2 20225
AllGen Financial Advisors, Inc. 5511.10%19.54%22.98%Q3 2022Q3 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q2 2022Q2 20235
MATHER GROUP, LLC. 550.02%0.06%0.08%Q3 2022Q3 20235
CAPTRUST FINANCIAL ADVISORS 320.00%0.06%0.18%Q1 2022Q3 20235
UBS Group AG 210.00%0.00%0.00%Q4 2019Q3 20225
Retirement Planning Group, LLC 550.13%0.21%0.29%Q3 2022Q3 20235
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
LEO BROKERAGE, LLC 210.04%0.67%1.68%Q3 2021Q2 20235
Stonebridge Capital Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Castleview Partners, LLC 310.00%0.86%3.44%Q2 2021Q2 20224
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.02%0.02%0.02%Q4 2022Q3 20234
Tidal Investments LLC 440.02%0.03%0.03%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
Integrity Advisory, LLC 446.52%7.32%8.22%Q1 2022Q4 20224
Beaumont Financial Advisors, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Cetera Advisors LLC 440.01%0.04%0.07%Q4 2022Q3 20234
Aveo Capital Partners, LLC 441.13%1.72%2.38%Q4 2022Q3 20234
OLD MISSION CAPITAL LLC 310.03%0.08%0.12%Q1 2021Q2 20234
55I, LLC 440.01%0.14%0.35%Q2 2021Q1 20224
Per Stirling Capital Management, LLC. 440.16%0.85%1.58%Q4 2022Q3 20234
AdvisorNet Financial, Inc 440.01%0.02%0.02%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.06%0.26%0.50%Q4 2022Q3 20234
Cetera Advisor Networks LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Family Asset Management, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Park Place Capital Corp 440.04%0.05%0.06%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 310.04%0.11%0.20%Q2 2020Q3 20214
Integrated Wealth Concepts LLC 220.00%0.01%0.01%Q1 2022Q2 20234
WealthCare Investment Partners, LLC 440.14%0.16%0.18%Q4 2022Q3 20234
Cetera Investment Advisers 440.00%0.00%0.01%Q4 2022Q3 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q2 2021Q3 20234
Mariner, LLC 310.00%0.00%0.01%Q1 2022Q3 20234
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.02%0.03%Q4 2022Q3 20234
Roof Eidam Maycock Peralta, LLC 444.11%5.00%5.37%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.13%0.70%1.12%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.20%2.44%4.06%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Fortress Wealth Group, LLC 330.65%0.68%0.74%Q1 2023Q3 20233
TSFG, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Sigma Planning Corp 330.02%0.02%0.03%Q1 2023Q3 20233
SUTTON PLACE INVESTORS LLC 330.28%0.29%0.30%Q4 2022Q2 20233
Visionary Wealth Advisors 330.08%0.42%0.69%Q1 2023Q3 20233
Kestra Advisory Services, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Lionsbridge Wealth Management LLC 331.61%1.64%1.66%Q1 2023Q3 20233
Janney Capital Management LLC 330.80%0.84%0.90%Q1 2023Q3 20233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2021Q3 20233
DRIVE WEALTH MANAGEMENT, LLC 330.08%0.10%0.12%Q4 2022Q2 20233
Farther Finance Advisors, LLC 330.08%0.17%0.30%Q1 2023Q3 20233
Truvestments Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Founders Financial Alliance, LLC 210.01%0.01%0.02%Q3 2020Q3 20223
Wayfinding Financial, LLC 330.52%0.61%0.76%Q1 2023Q3 20233
WMS Partners, LLC 331.52%2.88%3.74%Q1 2023Q3 20233
Paradigm Financial Partners, LLC 330.48%0.60%0.69%Q1 2023Q3 20233
Cambridge Investment Research Advisors, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
LGT Financial Advisors LLC 330.10%0.18%0.23%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Private Advisor Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Futures Ltd Liability Co. 332.42%3.61%5.27%Q1 2023Q3 20233
TCWP LLC 210.00%0.92%1.72%Q1 2022Q2 20233
Bond & Devick Financial Network, Inc. 333.86%5.57%6.55%Q1 2023Q3 20233
Quad-Cities Investment Group, LLC 330.32%0.41%0.50%Q1 2023Q3 20233
TCG Advisory Services, LLC 331.92%2.21%2.52%Q1 2023Q3 20233
Trinity Legacy Partners, LLC 222.80%3.38%3.96%Q2 2023Q3 20232
Econ Financial Services Corp 220.32%1.59%2.86%Q2 2023Q3 20232
Autumn Glory Partners, LLC 220.28%0.33%0.38%Q2 2023Q3 20232
USAdvisors Wealth Management, LLC 220.14%0.15%0.15%Q2 2023Q3 20232
First Citizens Financial Corp 220.25%0.29%0.32%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.71%0.77%0.84%Q2 2023Q3 20232
Private Wealth Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Spire Wealth Management 220.00%0.00%0.00%Q2 2023Q3 20232
GYL FINANCIAL SYNERGIES, LLC 220.19%0.19%0.19%Q2 2023Q3 20232
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q2 2023Q3 20232
CreativeOne Wealth, LLC 220.12%0.16%0.20%Q2 2023Q3 20232
Global Retirement Partners, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
LINCOLN NATIONAL CORP 220.01%0.01%0.02%Q2 2023Q3 20232
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Hedeker Wealth, LLC 220.64%0.64%0.64%Q2 2023Q3 20232
Milestone Investment Advisors LLC 220.39%0.54%0.69%Q2 2023Q3 20232
D.A. DAVIDSON & CO. 220.02%0.02%0.02%Q2 2023Q3 20232
Lido Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.05%0.06%0.06%Q2 2023Q3 20232
ERn Financial, LLC 110.06%0.07%0.07%Q4 2022Q3 20232
Intercontinental Wealth Advisors, LLC 220.14%0.14%0.14%Q1 2023Q2 20232
IMA Wealth, Inc. 222.06%2.07%2.08%Q2 2023Q3 20232
ADAMSBROWN WEALTH CONSULTANTS LLC 220.28%0.31%0.34%Q4 2021Q1 20222
GeoWealth Management, LLC 220.15%0.16%0.17%Q2 2023Q3 20232
BlackDiamond Wealth Management, LLC 220.43%0.43%0.44%Q2 2022Q3 20222
SILVERLAKE WEALTH MANAGEMENT LLC 220.19%0.21%0.22%Q2 2023Q3 20232
Raymond James Financial Services Advisors, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
BANK OF NOVA SCOTIA 220.02%0.02%0.02%Q1 2019Q2 20192
Advisory Services Network, LLC 110.00%0.00%0.01%Q4 2022Q3 20232
TD Capital Management LLC 220.00%0.03%0.05%Q2 2023Q3 20232
Rosenberg Matthew Hamilton 220.13%0.13%0.14%Q2 2023Q3 20232
GSB Wealth Management, LLC 220.13%0.25%0.36%Q2 2023Q3 20232
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q2 2023Q3 20232
Walkner Condon Financial Advisors LLC 220.09%0.32%0.56%Q2 2023Q3 20232
Forum Private Client Group LLC 222.91%4.30%5.69%Q1 2023Q2 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Beacon Pointe Advisors, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Financial Partners Group, Inc 220.04%0.04%0.04%Q2 2023Q3 20232
Legacy CG, LLC 223.38%4.81%6.24%Q2 2022Q3 20222
True Wealth Design, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Mayfair Advisory Group, LLC 220.22%0.23%0.23%Q2 2023Q3 20232
PALO ALTO WEALTH ADVISORS, LLC 220.16%0.20%0.24%Q2 2023Q3 20232
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Harbor Group, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.05%0.05%0.05%Q3 2022Q3 20221
Sowell Financial Services LLC 110.01%0.01%0.01%Q1 2020Q1 20201
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ignite Planners, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
Clearstead Trust, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q3 2023Q3 20231
FMR LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MGO ONE SEVEN LLC 110.34%0.34%0.34%Q1 2023Q1 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Lake Point Wealth Management 110.01%0.01%0.01%Q2 2022Q2 20221
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.30%0.30%0.30%Q1 2022Q1 20221
AE Wealth Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ascent Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
STEPHENS INC /AR/ 110.89%0.89%0.89%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Arete Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
TOWNSQUARE CAPITAL LLC 110.02%0.02%0.02%Q4 2022Q4 20221
ETRADE Capital Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Archer Investment Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Csenge Advisory Group 110.02%0.02%0.02%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Quantitative Advantage, LLC 110.46%0.46%0.46%Q4 2022Q4 20221
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
LexAurum Advisors, LLC 110.47%0.47%0.47%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stonehearth Capital Management, LLC 110.14%0.14%0.14%Q4 2023Q4 20231
Brand Asset Management Group, Inc. 110.13%0.13%0.13%Q1 2022Q1 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.34%0.34%0.34%Q3 2020Q3 20201
LODESTAR PRIVATE ASSET MANAGEMENT LLC 110.45%0.45%0.45%Q3 2023Q3 20231
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
RAYMOND JAMES TRUST N.A. 110.02%0.02%0.02%Q2 2021Q2 20211
Choice Wealth Advisors, LLC 111.63%1.63%1.63%Q4 2022Q4 20221
Frontier Asset Management, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Mount Yale Investment Advisors, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
THOROUGHBRED FINANCIAL SERVICES, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Pine Valley Investments Ltd Liability Co 110.02%0.02%0.02%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 113.96%3.96%3.96%Q3 2023Q3 20231
Grant Street Asset Management, Inc. 1112.51%12.51%12.51%Q3 2023Q3 20231
FirstPurpose Wealth LLC 110.22%0.22%0.22%Q4 2022Q4 20221
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
THRIVENT FINANCIAL FOR LUTHERANS 110.02%0.02%0.02%Q3 2023Q3 20231
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.