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
BANK OF AMERICA CORP /DE/ 28280.00%0.00%0.00%Q4 2016Q3 202328
APPLETON PARTNERS INC/MA 25250.10%0.48%0.61%Q4 2017Q4 202325
JPMORGAN CHASE & CO 2050.00%0.00%0.01%Q4 2016Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 23230.00%0.01%0.02%Q1 2018Q3 202323
Raymond James Financial Services Advisors, Inc. 22220.00%0.03%0.09%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.00%0.00%Q2 2018Q3 202322
CreativeOne Wealth, LLC 21210.04%1.72%4.53%Q2 2018Q2 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1610.00%0.00%0.00%Q3 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
AMERIPRISE FINANCIAL INC 20200.00%0.00%0.01%Q4 2018Q3 202320
LPL Financial LLC 1730.00%0.01%0.02%Q1 2018Q3 202320
WELLS FARGO & COMPANY/MN 1010.00%0.00%0.00%Q1 2018Q3 202319
Frontier Wealth Management LLC 19190.01%0.15%0.35%Q2 2017Q4 202119
ENVESTNET ASSET MANAGEMENT INC 1450.00%0.01%0.01%Q3 2018Q3 202319
LexAurum Advisors, LLC 1620.12%0.24%0.40%Q4 2018Q3 202318
JANE STREET GROUP, LLC 410.00%0.00%0.01%Q1 2017Q2 202318
ROYAL BANK OF CANADA 1610.00%0.00%0.01%Q4 2018Q3 202317
IFP Advisors, Inc 17170.00%0.00%0.01%Q3 2019Q3 202317
GeoWealth Management, LLC 16160.05%0.57%2.48%Q2 2019Q1 202316
Andesa Financial Management Inc. 1230.20%1.13%2.77%Q4 2018Q1 202315
PINNACLE ASSOCIATES LTD 15150.01%0.01%0.02%Q1 2020Q3 202315
INTERACTIVE FINANCIAL ADVISORS, INC. 15150.00%0.19%0.42%Q1 2020Q3 202315
FMR LLC 1210.00%0.00%0.00%Q4 2018Q3 202315
Pinnacle Wealth Management Advisory Group, LLC 15150.06%0.17%0.28%Q1 2020Q3 202315
Hartford Financial Management Inc. 15151.15%1.74%2.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.02%0.03%Q1 2020Q3 202315
UBS Group AG 410.00%0.00%0.00%Q2 2017Q3 202214
Capital Analysts, LLC 13130.00%0.00%0.01%Q1 2018Q1 202113
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 13130.00%0.04%0.10%Q2 2018Q2 202113
First Pacific Financial 13131.22%1.39%1.67%Q3 2020Q3 202313
GOLDMAN SACHS GROUP INC 13130.00%0.00%0.00%Q3 2020Q3 202313
ASSETMARK, INC 12120.02%0.04%0.07%Q1 2018Q4 202012
Integrated Wealth Concepts LLC 12120.04%0.07%0.11%Q4 2020Q3 202312
First Allied Advisory Services, Inc. 12120.01%0.02%0.03%Q4 2017Q3 202012
MUFG Americas Holdings Corp 12120.00%0.00%0.00%Q4 2019Q3 202212
Koss-Olinger Consulting, LLC 11113.96%5.01%6.67%Q1 2021Q3 202311
MASSMUTUAL TRUST CO FSB/ADV 11110.00%0.08%0.15%Q1 2019Q3 202111
HENGEHOLD CAPITAL MANAGEMENT LLC 550.03%0.08%0.18%Q4 2018Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Advisor Group, Inc. 990.00%0.01%0.01%Q4 2017Q4 20199
HighTower Advisors, LLC 610.00%0.00%0.01%Q4 2018Q3 20239
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.00%0.01%0.03%Q4 2017Q4 20199
Orion Portfolio Solutions, LLC 880.03%0.04%0.05%Q1 2020Q4 20218
LINCOLN NATIONAL CORP 440.01%0.02%0.02%Q1 2019Q3 20238
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
THOROUGHBRED FINANCIAL SERVICES, LLC 770.06%0.08%0.10%Q1 2022Q3 20237
Foster Victor Wealth Advisors, LLC 770.11%7.23%11.68%Q4 2018Q2 20207
Atria Investments, Inc 770.02%0.04%0.06%Q2 2019Q4 20207
Kestra Advisory Services, LLC 430.00%0.00%0.00%Q1 2021Q3 20237
Citadel Advisors 210.00%0.00%0.00%Q3 2019Q3 20237
Mutual Advisors, LLC 770.02%0.05%0.08%Q1 2022Q3 20237
Stratos Wealth Partners, LTD. 770.01%0.01%0.03%Q1 2022Q3 20237
DAVENPORT & Co LLC 660.01%0.02%0.02%Q2 2022Q3 20236
BB&T SECURITIES, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Systelligence, LLC 661.12%1.66%3.76%Q1 2022Q2 20236
MONEY CONCEPTS CAPITAL CORP 510.00%0.00%0.01%Q1 2021Q4 20226
LWM Advisory Services, LLC 661.21%1.99%2.70%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 510.01%0.04%0.08%Q3 2020Q1 20226
RAYMOND JAMES & ASSOCIATES 420.00%0.00%0.00%Q2 2018Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
MML INVESTORS SERVICES, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Global Retirement Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OneDigital Investment Advisors LLC 550.03%0.03%0.04%Q4 2018Q4 20195
Cetera Investment Advisers 550.00%0.01%0.01%Q4 2020Q4 20215
Mendel Money Management 550.14%0.16%0.19%Q3 2022Q3 20235
Capital Advisors Wealth Management, LLC 551.76%3.43%5.18%Q3 2022Q3 20235
Beck Bode, LLC 550.32%0.35%0.37%Q3 2022Q3 20235
Choice Wealth Advisors, LLC 554.31%4.69%5.01%Q3 2022Q3 20235
PACIFIC FINANCIAL GROUP INC 550.28%0.71%1.27%Q4 2018Q4 20195
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q3 2022Q3 20235
STEPHENS INC /AR/ 550.01%0.01%0.02%Q3 2022Q3 20235
Pinnacle Bancorp, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
NewEdge Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
US BANCORP \DE\ 440.00%0.00%0.00%Q4 2022Q3 20234
HILL ISLAND FINANCIAL LLC 440.22%0.22%0.24%Q4 2022Q3 20234
Wayfinding Financial, LLC 311.46%1.61%1.89%Q3 2022Q3 20234
Family Capital Management, Inc. 440.42%0.68%0.81%Q4 2022Q3 20234
RFG Advisory, LLC 440.02%0.03%0.03%Q3 2022Q2 20234
Goldstein Advisors, LLC 441.37%1.79%2.95%Q4 2022Q3 20234
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.01%Q4 2021Q3 20234
Gerber Kawasaki Wealth & Investment Management 440.58%0.80%1.05%Q4 2022Q3 20234
PERSONAL CFO SOLUTIONS, LLC 440.08%0.14%0.20%Q4 2022Q3 20234
Ameritas Investment Company, LLC 310.00%0.00%0.00%Q4 2018Q1 20204
WBI INVESTMENTS, LLC 440.19%0.25%0.31%Q2 2021Q1 20224
Redwood Financial Network Corp 440.40%0.54%0.65%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.51%0.52%0.53%Q4 2022Q3 20234
RVW Wealth, LLC 310.01%0.41%0.77%Q3 2019Q3 20234
Dynamic Advisor Solutions LLC 330.01%0.02%0.02%Q4 2022Q2 20233
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Kingsview Wealth Management, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Concorde Asset Management, LLC 330.30%0.33%0.38%Q4 2018Q2 20193
CITIGROUP INC 330.00%0.00%0.00%Q1 2022Q3 20223
Founders Financial Alliance, LLC 210.00%0.00%0.00%Q3 2020Q3 20223
TD Capital Management LLC 330.02%0.02%0.02%Q1 2018Q3 20183
CWM, LLC 210.00%0.00%0.00%Q3 2018Q4 20223
PSI Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MERCER GLOBAL ADVISORS INC /ADV 220.01%0.02%0.02%Q2 2023Q3 20232
SCHMIDT P J INVESTMENT MANAGEMENT INC 220.13%0.13%0.13%Q2 2023Q3 20232
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q4 2019Q1 20202
Eaton Financial Holdings Company, LLC 223.08%4.17%5.26%Q4 2022Q1 20232
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
BUCKINGHAM STRATEGIC WEALTH, LLC 220.04%0.04%0.05%Q3 2020Q4 20202
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.09%0.09%0.09%Q2 2023Q3 20232
Aspire Wealth Management Corp 220.07%0.08%0.09%Q2 2023Q3 20232
Savior LLC 220.00%0.01%0.01%Q4 2021Q1 20222
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
RHS Financial, LLC 220.28%0.38%0.49%Q4 2022Q1 20232
COZAD ASSET MANAGEMENT INC 220.06%0.06%0.06%Q2 2020Q3 20202
BENJAMIN F. EDWARDS & COMPANY, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
AVALON CAPITAL MANAGEMENT 224.28%4.42%4.55%Q3 2019Q4 20192
TOTAL INVESTMENT MANAGEMENT INC 2211.57%11.74%11.92%Q1 2019Q2 20192
ETRADE Capital Management LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Ipsen Advisor Group LLC 110.49%0.49%0.49%Q4 2022Q4 20221
Prospera Financial Services Inc 110.01%0.01%0.01%Q3 2023Q3 20231
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
OLD MISSION CAPITAL LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
55I, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Strategic Wealth Partners, Ltd. 110.02%0.02%0.02%Q2 2018Q2 20181
Private Ocean, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
City State Bank 110.00%0.00%0.00%Q2 2023Q2 20231
Menard Financial Group LLC 111.43%1.43%1.43%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cornerstone Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
DAYMARK WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Stone House Investment Management, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Mariner, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
STAPP WEALTH MANAGEMENT, PLLC 110.02%0.02%0.02%Q3 2022Q3 20221
Sigma Planning Corp 110.02%0.02%0.02%Q2 2023Q2 20231
N.E.W. Advisory Services LLC 110.41%0.41%0.41%Q3 2023Q3 20231
KPP Advisory Services LLC 110.70%0.70%0.70%Q3 2023Q3 20231
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q3 2019Q3 20191
Allworth Financial LP 110.00%0.00%0.00%Q4 2018Q4 20181
STIFEL FINANCIAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KARLINSKI ANDREW C 110.14%0.14%0.14%Q4 2021Q4 20211
Herold Advisors, Inc. 110.04%0.04%0.04%Q3 2021Q3 20211
Bangor Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
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.