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
Palisades Hudson Asset Management, L.P. 20200.20%0.29%0.58%Q4 2018Q3 202320
Blue Edge Capital, LLC 17171.04%1.17%1.40%Q3 2019Q3 202317
C M BIDWELL & ASSOCIATES LTD 1210.03%0.03%0.03%Q4 2019Q3 202313
BANK OF AMERICA CORP /DE/ 11110.00%0.00%0.00%Q3 2018Q1 202111
Elm Partners Management LLC 11110.97%1.79%2.94%Q4 2018Q2 202111
ROYAL BANK OF CANADA 11110.00%0.00%0.00%Q3 2018Q1 202111
Alaska Permanent Capital Management 11110.06%0.08%0.10%Q3 2018Q1 202111
UBS Group AG 11110.00%0.00%0.00%Q3 2018Q1 202111
JPMORGAN CHASE & CO 11110.28%0.57%0.72%Q3 2018Q1 202111
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q3 2018Q1 202111
CITIGROUP INC 11110.00%0.00%0.00%Q3 2018Q1 202111
MORGAN STANLEY 11110.00%0.00%0.00%Q3 2018Q1 202111
WELLS FARGO & COMPANY/MN 11110.00%0.00%0.00%Q3 2018Q1 202111
PNC FINANCIAL SERVICES GROUP, INC. 910.00%0.00%0.00%Q3 2018Q1 202110
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.00%Q4 2018Q1 202110
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 820.00%0.00%0.00%Q3 2018Q1 202110
Dorsey & Whitney Trust CO LLC 10100.18%0.22%0.24%Q4 2018Q1 202110
BlackRock Inc. 10100.00%0.00%0.00%Q4 2018Q1 202110
Global Wealth Management Investment Advisory, Inc. 990.00%0.00%0.00%Q1 2019Q1 20219
FIFTH THIRD BANCORP 990.00%0.00%0.00%Q1 2019Q1 20219
HOWARD FINANCIAL SERVICES, LTD. 990.14%0.25%0.32%Q1 2019Q1 20219
FMR LLC 710.00%0.00%0.00%Q4 2018Q1 20218
SUSQUEHANNA INTERNATIONAL GROUP, LLP 320.00%0.00%0.01%Q3 2018Q4 20208
M&T BANK CORP 410.00%0.00%0.00%Q4 2018Q1 20218
RAYMOND JAMES TRUST N.A. 880.02%0.02%0.04%Q2 2019Q1 20218
US BANCORP \DE\ 510.00%0.00%0.00%Q4 2018Q1 20218
IFP Advisors, Inc 880.00%0.00%0.00%Q3 2019Q2 20218
DEUTSCHE BANK AG\ 530.00%0.00%0.00%Q4 2018Q1 20218
SIGNATUREFD, LLC 880.00%0.01%0.02%Q3 2018Q2 20208
LPL Financial LLC 880.00%0.00%0.00%Q2 2019Q1 20218
FLOW TRADERS U.S. LLC 710.02%0.12%0.49%Q3 2018Q3 20208
Geneos Wealth Management Inc. 880.00%0.00%0.00%Q1 2019Q4 20208
HighTower Advisors, LLC 770.05%0.08%0.11%Q2 2019Q4 20207
Citadel Advisors 410.00%0.00%0.01%Q3 2018Q1 20217
American Portfolios Advisors 610.00%0.00%0.00%Q2 2019Q1 20217
Veritable, L.P. 410.00%0.00%0.01%Q1 2019Q1 20217
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Cerity Partners LLC 510.01%0.01%0.02%Q1 2019Q4 20206
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
Capital Bank & Trust Co 660.00%0.00%0.00%Q4 2018Q1 20206
Cresset Asset Management, LLC 660.00%0.02%0.03%Q4 2018Q1 20206
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q4 2019Q1 20216
Steward Partners Investment Advisory, LLC 660.00%0.00%0.00%Q4 2019Q1 20216
ATLAS CAPITAL ADVISORS LLC 660.06%0.29%0.71%Q3 2019Q4 20206
Valeo Financial Advisors, LLC 310.00%0.00%0.01%Q3 2018Q1 20216
Advisor Group, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
JANE STREET GROUP, LLC 210.00%0.02%0.10%Q3 2018Q1 20216
Argent Trust Co 550.06%0.07%0.09%Q1 2020Q1 20215
Squar Milner Financial Services LLC 320.01%0.01%0.01%Q4 2018Q1 20205
OSAIC HOLDINGS, INC. 550.00%0.00%0.01%Q1 2020Q1 20215
Lehman & Derafelo Financial Resources LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Capital Analysts, LLC 410.00%0.00%0.00%Q4 2019Q1 20215
ACIMA PRIVATE WEALTH, LLC 550.22%0.31%0.64%Q1 2019Q1 20205
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
TOMPKINS FINANCIAL CORP 310.00%0.01%0.01%Q4 2019Q1 20214
SRS Capital Advisors, Inc. 440.00%0.00%0.00%Q1 2020Q4 20204
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q2 2020Q1 20214
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.01%Q1 2020Q4 20204
Rosenberg Matthew Hamilton 440.00%0.00%0.01%Q2 2020Q1 20214
Gradient Investments LLC 310.00%0.00%0.00%Q1 2019Q1 20214
Parallel Advisors, LLC 220.00%0.00%0.00%Q4 2018Q4 20194
ASSETMARK, INC 310.00%0.15%0.22%Q4 2018Q1 20214
BESSEMER GROUP INC 210.00%0.00%0.00%Q3 2018Q1 20214
Wealthspire Advisors, LLC 310.01%0.02%0.04%Q4 2018Q1 20214
SPINNAKER TRUST 440.76%0.78%0.80%Q2 2020Q1 20214
KCS Wealth Advisory 440.45%0.55%0.60%Q1 2020Q4 20204
TSFG, LLC 440.00%0.00%0.01%Q2 2020Q1 20214
SVB WEALTH LLC 220.00%0.00%0.00%Q4 2019Q4 20204
Plante Moran Financial Advisors, LLC 310.00%0.02%0.05%Q3 2019Q3 20204
ROOSEVELT INVESTMENT GROUP LLC 440.34%0.81%1.06%Q1 2020Q4 20204
Global Retirement Partners, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
SECURITY NATIONAL TRUST CO 330.00%0.00%0.01%Q2 2020Q4 20203
Brinker Capital Investments, LLC 330.08%0.16%0.28%Q2 2020Q4 20203
FIRST MANHATTAN CO. LLC. 210.00%0.00%0.00%Q4 2019Q3 20203
Alaska Wealth Advisors 330.05%0.06%0.07%Q1 2019Q3 20193
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.01%Q1 2019Q3 20193
LIBERTY WEALTH MANAGEMENT LLC 330.00%0.01%0.01%Q2 2019Q4 20193
Asset Dedication, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
MONECO Advisors, LLC 330.11%0.13%0.14%Q3 2020Q1 20213
TIEDEMANN ADVISORS, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
CWM, LLC 210.00%0.02%0.05%Q3 2018Q1 20223
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2019Q3 20203
Allworth Financial LP 330.00%0.00%0.00%Q3 2019Q1 20203
Sargent Bickham Lagudis LLC 330.01%0.01%0.01%Q1 2020Q3 20203
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2018Q3 20192
J.P. Morgan Private Wealth Advisors LLC 220.00%0.00%0.00%Q1 2020Q2 20202
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q1 20212
WealthTrust Fairport, LLC 220.06%0.39%0.71%Q4 2018Q1 20192
CITIZENS FINANCIAL GROUP INC/RI 220.01%0.01%0.01%Q2 2019Q3 20192
Cetera Investment Advisers 220.01%0.01%0.01%Q4 2020Q1 20212
Evolution Wealth Advisors, LLC 220.09%0.10%0.11%Q4 2019Q1 20202
Cetera Advisors LLC 220.01%0.01%0.02%Q3 2019Q4 20192
Kore Private Wealth LLC 220.00%0.00%0.00%Q1 2020Q2 20202
OLD SECOND NATIONAL BANK OF AURORA 220.00%0.01%0.02%Q3 2019Q4 20192
Bedel Financial Consulting, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
NewEdge Advisors, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
MKD WEALTH COACHES, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q3 2020Q4 20202
Apollon Wealth Management, LLC 220.13%0.16%0.20%Q4 2020Q1 20212
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q4 2020Q1 20212
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q4 2020Q1 20212
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q3 2019Q4 20202
BROWN ADVISORY INC 220.00%0.00%0.00%Q4 2019Q1 20202
Cribstone Capital Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q3 2019Q3 20191
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Barrett Asset Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Gemmer Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Choate Investment Advisors 110.01%0.01%0.01%Q1 2021Q1 20211
Cable Hill Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
VeraBank, N.A. 110.26%0.26%0.26%Q2 2020Q2 20201
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2018Q4 20181
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Farmers National Bank 110.01%0.01%0.01%Q1 2019Q1 20191
Icon Wealth Partners, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
BOKF, NA 110.01%0.01%0.01%Q2 2019Q2 20191
Leelyn Smith, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2019Q2 20191
Investment Research & Advisory Group, Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
Wealth Quarterback LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Creative Planning 110.00%0.00%0.00%Q2 2019Q2 20191
WAYCROSS PARTNERS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Royal Fund Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PIN OAK INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q3 2018Q3 20181
TWIN FOCUS CAPITAL PARTNERS, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
DUBUQUE BANK & TRUST CO 110.01%0.01%0.01%Q1 2019Q1 20191
HORIZON BANCORP INC /IN/ 110.03%0.03%0.03%Q3 2020Q3 20201
TRUST CO OF VERMONT 110.00%0.00%0.00%Q1 2021Q1 20211
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2020Q3 20201
Avidian Wealth Solutions, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Genesee Capital Advisors, LLC 112.94%2.94%2.94%Q2 2021Q2 20211
STABLEFORD CAPITAL II LLC 110.20%0.20%0.20%Q4 2019Q4 20191
Manchester Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Sandy Spring Bank 110.00%0.00%0.00%Q1 2020Q1 20201
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2019Q4 20191
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q4 2019Q4 20191
FIRST HORIZON CORP 110.01%0.01%0.01%Q1 2021Q1 20211
Catamount Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Sageworth Trust Co 110.10%0.10%0.10%Q1 2021Q1 20211
Spears Abacus Advisors LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Retirement Group, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
VICTORY CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q1 2021Q1 20211
SIMON QUICK ADVISORS, LLC 110.11%0.11%0.11%Q1 2020Q1 20201
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
NICOLET BANKSHARES INC 110.12%0.12%0.12%Q1 2020Q1 20201
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q1 20211
Wealthspire Advisors, L.P. 110.03%0.03%0.03%Q3 2020Q3 20201
COWA, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
IHT Wealth Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
First Allied Advisory Services, Inc. 110.02%0.02%0.02%Q3 2020Q3 20201
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
Marcum Wealth, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Sowell Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Oxler Private Wealth LLC 110.05%0.05%0.05%Q4 2020Q4 20201
IAM Advisory, LLC 112.94%2.94%2.94%Q2 2021Q2 20211
Strategic Wealth Partners, Ltd. 110.01%0.01%0.01%Q2 2019Q2 20191
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.00%0.00%0.00%Q4 2018Q4 20181
Csenge Advisory Group 110.02%0.02%0.02%Q1 2021Q1 20211
SYM FINANCIAL Corp 110.02%0.02%0.02%Q4 2019Q4 20191
Avior Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Sterling Financial Planning, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
SUNTRUST BANKS INC 110.00%0.00%0.00%Q1 2019Q1 20191
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Brand Asset Management Group, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
TCG Advisors, LP 110.02%0.02%0.02%Q1 2019Q1 20191
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Newbridge Financial Services Group, Inc. 110.07%0.07%0.07%Q1 2021Q1 20211
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Wealthstar Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Stratos Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Larson Financial Group LLC 110.01%0.01%0.01%Q3 2019Q3 20191
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.