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 22220.01%0.08%0.16%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Alaska Permanent Capital Management 21212.61%4.59%7.87%Q3 2018Q3 202321
Alaska Wealth Advisors 20201.94%3.17%5.60%Q4 2018Q3 202320
MORGAN STANLEY 19190.00%0.00%0.01%Q1 2019Q3 202319
Global Endowment Management, LP 19191.48%3.66%10.64%Q1 2019Q3 202319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1440.00%0.00%0.00%Q1 2019Q3 202318
ASSETMARK, INC 1520.00%0.03%0.09%Q2 2019Q3 202317
HighTower Advisors, LLC 17170.04%0.06%0.10%Q3 2019Q3 202317
BANK OF AMERICA CORP /DE/ 16160.00%0.00%0.00%Q4 2019Q3 202316
ROCKLAND TRUST CO 16160.02%0.05%0.10%Q4 2019Q3 202316
ROYAL BANK OF CANADA 1240.00%0.00%0.01%Q3 2019Q3 202316
CreativeOne Wealth, LLC 1230.03%0.13%0.36%Q1 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
MASSMUTUAL TRUST CO FSB/ADV 15150.00%0.04%0.10%Q1 2019Q3 202215
GOLDMAN SACHS GROUP INC 510.00%0.00%0.00%Q1 2019Q3 202314
JANE STREET GROUP, LLC 210.00%0.00%0.01%Q2 2018Q3 202312
Integrated Wealth Concepts LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Citadel Advisors 310.00%0.00%0.00%Q2 2018Q1 202312
WELLS FARGO & COMPANY/MN 12120.00%0.00%0.00%Q3 2020Q2 202312
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Tower Research Capital LLC (TRC) 510.00%0.01%0.04%Q3 2019Q1 202311
Steward Partners Investment Advisory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Sound Income Strategies, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
GeoWealth Management, LLC 810.04%0.08%0.19%Q3 2019Q1 202311
FMR LLC 910.00%0.00%0.00%Q4 2020Q3 202310
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 9919.07%71.12%91.27%Q3 2021Q3 20239
IFP Advisors, Inc 540.00%0.00%0.00%Q2 2020Q4 20229
Integrated Advisors Network LLC 990.02%0.07%0.13%Q3 2021Q3 20239
Horizon Family Wealth, Inc. 880.32%0.77%1.30%Q4 2021Q3 20238
UBS Group AG 310.00%0.00%0.00%Q2 2020Q3 20238
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.01%Q3 2018Q2 20208
Rockefeller Capital Management L.P. 530.00%0.00%0.00%Q3 2020Q4 20228
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Investors Research Corp 880.00%0.00%0.00%Q4 2021Q3 20238
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q2 2021Q3 20236
Founders Financial Alliance, LLC 510.01%0.01%0.02%Q3 2020Q3 20236
IAG Wealth Partners, LLC 660.23%0.27%0.29%Q2 2022Q3 20236
Patriot Financial Group Insurance Agency, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
FLOW TRADERS U.S. LLC 310.01%0.33%1.29%Q2 2021Q1 20235
VICTORY CAPITAL MANAGEMENT INC 550.01%0.01%0.03%Q3 2021Q3 20225
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 320.02%0.08%0.12%Q4 2018Q3 20205
Mirae Asset Global Investments Co., Ltd. 550.01%0.05%0.07%Q1 2021Q1 20225
BLAIR WILLIAM & CO/IL 440.00%0.00%0.00%Q4 2020Q3 20214
COMMONWEALTH EQUITY SERVICES, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q1 2020Q3 20203
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
55I, LLC 330.01%0.02%0.03%Q3 2021Q1 20223
OLD MISSION CAPITAL LLC 210.01%0.02%0.04%Q1 2021Q2 20223
Lourd Capital, LLC 330.12%0.36%0.50%Q4 2018Q2 20193
Versant Capital Management, Inc 330.05%0.06%0.07%Q2 2023Q4 20233
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.01%Q2 2021Q4 20213
Bank of New York Mellon Corp 220.00%0.00%0.00%Q3 2020Q4 20202
Vestmark Advisory Solutions, Inc. 110.02%0.03%0.04%Q2 2020Q4 20212
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.00%Q2 2019Q3 20192
Clearstead Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
RiverFront Investment Group, LLC 220.10%0.30%0.51%Q1 2020Q2 20202
KEYBANK NATIONAL ASSOCIATION/OH 220.01%0.01%0.01%Q2 2021Q3 20212
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Atria Investments, Inc 220.04%0.05%0.06%Q4 2019Q1 20202
Private Advisor Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Janney Montgomery Scott LLC 220.01%0.02%0.02%Q1 2020Q2 20202
Riverpoint Wealth Management Holdings, LLC 220.13%0.15%0.17%Q1 2021Q2 20212
LPL Financial LLC 110.00%0.00%0.00%Q2 2020Q3 20232
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20212
FOREFRONT WEALTH MANAGEMENT INC. 223.19%3.22%3.26%Q4 2021Q1 20222
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Mariner, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
State of Tennessee, Treasury Department 110.06%0.06%0.06%Q3 2023Q3 20231
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Farther Finance Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q2 2020Q2 20201
AE Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2022Q2 20221
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Sowell Financial Services LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Ameritas Investment Company, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Frontier Wealth Management LLC 110.28%0.28%0.28%Q1 2019Q1 20191
Sandy Spring Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Koshinski Asset Management, Inc. 110.07%0.07%0.07%Q2 2020Q2 20201
LGT Financial Advisors LLC 110.02%0.02%0.02%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Mutual Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q1 2022Q1 20221
Hudock, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
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.