Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
JANE STREET GROUP, LLC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.12% | Q3 2018 | Q3 2023 | 21 |
BANK OF AMERICA CORP /DE/ | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
LPL Financial LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
JPMORGAN CHASE & CO | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 16 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Baker Avenue Asset Management, LP | 15 | 15 | 0.00% | 0.09% | 0.27% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Slow Capital, Inc. | 13 | 13 | 0.01% | 0.34% | 0.50% | Q1 2020 | Q1 2023 | 13 |
AGF Investments LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2021 | 11 |
ROYAL BANK OF CANADA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Pure Financial Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2023 | 9 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Winslow, Evans & Crocker, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
LAZARD ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8 | 8 | 0.55% | 9.86% | 34.75% | Q4 2021 | Q3 2023 | 8 |
HoyleCohen, LLC | 8 | 8 | 0.05% | 0.32% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Klaas Financial Asset Advisors, LLC | 8 | 8 | 0.02% | 0.08% | 0.20% | Q4 2020 | Q3 2022 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.05% | 0.19% | Q1 2020 | Q3 2023 | 8 |
ATLAS CAPITAL ADVISORS LLC | 4 | 1 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q1 2022 | 6 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 6 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.08% | 0.14% | 0.19% | Q4 2019 | Q1 2021 | 5 |
AVIVA PLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 5 |
Omega Financial Group, LLC | 5 | 5 | 0.60% | 0.70% | 0.92% | Q4 2018 | Q4 2019 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.08% | 0.13% | 0.20% | Q4 2018 | Q4 2019 | 5 |
Frontier Wealth Management LLC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q2 2018 | Q1 2019 | 4 |
GeoWealth Management, LLC | 2 | 2 | 0.09% | 0.20% | 0.34% | Q3 2019 | Q3 2023 | 4 |
MORGAN STANLEY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
PACIFIC FINANCIAL GROUP INC | 2 | 1 | 0.12% | 0.24% | 0.34% | Q4 2018 | Q4 2019 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cardan Capital Partners, LLC | 2 | 2 | 1.40% | 1.41% | 1.42% | Q2 2021 | Q3 2021 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
McKinley Carter Wealth Services, Inc. | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Centric Wealth Management | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
McAdam, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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.