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/ 31310.00%0.00%0.00%Q4 2016Q2 202431
JPMORGAN CHASE & CO 2080.00%0.00%0.01%Q4 2016Q2 202428
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.01%0.01%Q4 2017Q2 202427
APPLETON PARTNERS INC/MA 27270.10%0.48%0.61%Q4 2017Q2 202427
Cambridge Investment Research Advisors, Inc. 26260.00%0.01%0.02%Q1 2018Q2 202426
Raymond James Financial Services Advisors, Inc. 25250.00%0.03%0.09%Q2 2018Q2 202425
MORGAN STANLEY 25250.00%0.00%0.00%Q2 2018Q2 202425
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1910.00%0.00%0.00%Q3 2017Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.01%Q3 2018Q2 202424
AMERIPRISE FINANCIAL INC 23230.00%0.00%0.01%Q4 2018Q2 202423
LPL Financial LLC 2030.00%0.01%0.02%Q1 2018Q2 202423
ENVESTNET ASSET MANAGEMENT INC 1480.00%0.01%0.01%Q3 2018Q2 202422
WELLS FARGO & COMPANY/MN 1110.00%0.00%0.00%Q1 2018Q2 202422
LexAurum Advisors, LLC 1920.12%0.25%0.40%Q4 2018Q2 202421
CreativeOne Wealth, LLC 21210.04%1.72%4.53%Q2 2018Q2 202321
ROYAL BANK OF CANADA 1910.00%0.00%0.01%Q4 2018Q2 202420
IFP Advisors, Inc 20200.00%0.00%0.01%Q3 2019Q2 202420
Frontier Wealth Management LLC 19190.01%0.15%0.35%Q2 2017Q4 202119
JANE STREET GROUP, LLC 410.00%0.00%0.01%Q1 2017Q2 202419
Hartford Financial Management Inc. 18181.15%1.71%2.00%Q1 2020Q2 202418
INTERACTIVE FINANCIAL ADVISORS, INC. 18180.00%0.37%2.97%Q1 2020Q2 202418
FMR LLC 1510.00%0.00%0.00%Q4 2018Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.02%0.03%Q1 2020Q2 202418
Pinnacle Wealth Management Advisory Group, LLC 18180.04%0.15%0.28%Q1 2020Q2 202418
PINNACLE ASSOCIATES LTD 18180.01%0.01%0.02%Q1 2020Q2 202418
GeoWealth Management, LLC 16160.05%0.57%2.48%Q2 2019Q1 202316
First Pacific Financial 16160.92%1.33%1.67%Q3 2020Q2 202416
Integrated Wealth Concepts LLC 15150.04%0.07%0.11%Q4 2020Q2 202415
GOLDMAN SACHS GROUP INC 1320.00%0.00%0.00%Q3 2020Q2 202415
Andesa Financial Management Inc. 1230.20%1.13%2.77%Q4 2018Q1 202315
UBS Group AG 410.00%0.00%0.00%Q2 2017Q1 202415
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 13130.00%0.04%0.10%Q2 2018Q2 202113
HENGEHOLD CAPITAL MANAGEMENT LLC 530.02%0.07%0.18%Q4 2018Q2 202413
Capital Analysts, LLC 13130.00%0.00%0.01%Q1 2018Q1 202113
HARBOUR INVESTMENTS, INC. 940.00%0.00%0.00%Q1 2021Q2 202413
Koss-Olinger Consulting, LLC 1213.96%4.98%6.67%Q1 2021Q2 202413
First Allied Advisory Services, Inc. 12120.01%0.02%0.03%Q4 2017Q3 202012
HighTower Advisors, LLC 910.00%0.00%0.01%Q4 2018Q2 202412
ASSETMARK, INC 12120.02%0.04%0.07%Q1 2018Q4 202012
MUFG Americas Holdings Corp 12120.00%0.00%0.00%Q4 2019Q3 202212
MASSMUTUAL TRUST CO FSB/ADV 11110.00%0.08%0.15%Q1 2019Q3 202111
THOROUGHBRED FINANCIAL SERVICES, LLC 10100.05%0.08%0.10%Q1 2022Q2 202410
Kestra Advisory Services, LLC 730.00%0.00%0.00%Q1 2021Q2 202410
LINCOLN NATIONAL CORP 640.01%0.02%0.02%Q1 2019Q1 202410
Atria Wealth Solutions, Inc. 10100.00%0.01%0.01%Q1 2022Q2 202410
Stratos Wealth Partners, LTD. 10100.01%0.02%0.04%Q1 2022Q2 202410
PRIVATE TRUST CO NA 990.00%0.01%0.01%Q2 2022Q2 20249
DAVENPORT & Co LLC 990.01%0.02%0.02%Q2 2022Q2 20249
LWM Advisory Services, LLC 990.80%1.60%2.70%Q2 2022Q2 20249
Mutual Advisors, LLC 990.02%0.05%0.08%Q1 2022Q1 20249
Advisor Group, Inc. 990.00%0.01%0.01%Q4 2017Q4 20199
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.00%0.01%0.03%Q4 2017Q4 20199
RAYMOND JAMES & ASSOCIATES 720.00%0.00%0.00%Q2 2018Q2 20249
MML INVESTORS SERVICES, LLC 880.00%0.00%0.01%Q3 2022Q2 20248
Citadel Advisors 210.00%0.00%0.00%Q3 2019Q2 20248
Choice Wealth Advisors, LLC 880.12%4.23%5.18%Q3 2022Q2 20248
Mendel Money Management 880.14%0.18%0.21%Q3 2022Q2 20248
STEPHENS INC /AR/ 880.01%0.01%0.02%Q3 2022Q2 20248
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q3 2022Q2 20248
Orion Portfolio Solutions, LLC 880.03%0.04%0.05%Q1 2020Q4 20218
Beck Bode, LLC 880.18%0.31%0.37%Q3 2022Q2 20248
Global Retirement Partners, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
Capital Advisors Wealth Management, LLC 881.76%3.58%5.47%Q3 2022Q2 20248
HANTZ FINANCIAL SERVICES, INC. 770.00%0.00%0.00%Q4 2022Q2 20247
US BANCORP \DE\ 770.00%0.00%0.00%Q4 2022Q2 20247
Atria Investments, Inc 770.02%0.04%0.06%Q2 2019Q4 20207
HILL ISLAND FINANCIAL LLC 770.20%0.22%0.24%Q4 2022Q2 20247
Family Capital Management, Inc. 770.42%0.90%1.24%Q4 2022Q2 20247
Gallacher Capital Management LLC 770.40%0.48%0.53%Q4 2022Q2 20247
Goldstein Advisors, LLC 771.30%1.64%2.95%Q4 2022Q2 20247
NewEdge Advisors, LLC 770.01%0.01%0.02%Q4 2022Q2 20247
Redwood Financial Network Corp 770.40%0.56%0.66%Q4 2022Q2 20247
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.00%0.01%Q4 2021Q2 20247
Gerber Kawasaki Wealth & Investment Management 770.39%0.65%1.05%Q4 2022Q2 20247
Foster Victor Wealth Advisors, LLC 770.11%7.23%11.68%Q4 2018Q2 20207
Cetera Investment Advisers 510.00%0.00%0.01%Q4 2020Q1 20246
PERSONAL CFO SOLUTIONS, LLC 660.08%0.17%0.22%Q4 2022Q1 20246
Systelligence, LLC 661.12%1.66%3.76%Q1 2022Q2 20236
FLOW TRADERS U.S. LLC 510.01%0.04%0.08%Q3 2020Q1 20226
Steward Partners Investment Advisory, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Kingsview Wealth Management, LLC 660.01%0.03%0.05%Q1 2023Q2 20246
BB&T SECURITIES, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
MONEY CONCEPTS CAPITAL CORP 510.00%0.00%0.01%Q1 2021Q4 20226
Aspire Wealth Management Corp 550.07%0.08%0.10%Q2 2023Q2 20245
PACIFIC FINANCIAL GROUP INC 550.28%0.71%1.27%Q4 2018Q4 20195
Pinnacle Bancorp, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
SCHMIDT P J INVESTMENT MANAGEMENT INC 550.13%0.15%0.17%Q2 2023Q2 20245
TOCQUEVILLE ASSET MANAGEMENT L.P. 550.09%0.11%0.12%Q2 2023Q2 20245
MERCER GLOBAL ADVISORS INC /ADV 550.00%0.01%0.02%Q2 2023Q2 20245
Wayfinding Financial, LLC 411.46%1.59%1.89%Q3 2022Q4 20235
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q2 2023Q2 20245
OneDigital Investment Advisors LLC 550.03%0.03%0.04%Q4 2018Q4 20195
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q2 2023Q2 20245
RFG Advisory, LLC 440.02%0.03%0.03%Q3 2022Q2 20234
N.E.W. Advisory Services LLC 440.03%0.14%0.41%Q3 2023Q2 20244
Aptus Capital Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Cornerstone Wealth Management, LLC 440.05%0.05%0.05%Q3 2023Q2 20244
PSI Advisors, LLC 440.00%0.00%0.00%Q1 2023Q4 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
RVW Wealth, LLC 310.01%0.41%0.77%Q3 2019Q3 20234
STIFEL FINANCIAL CORP 440.01%0.01%0.01%Q3 2023Q2 20244
Prospera Financial Services Inc 440.01%0.01%0.01%Q3 2023Q2 20244
Sprinkle Financial Consultants LLC 331.81%2.84%3.48%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Family Asset Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Mariner, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
Founders Financial Alliance, LLC 210.00%0.00%0.00%Q3 2020Q3 20223
Concorde Asset Management, LLC 330.30%0.33%0.38%Q4 2018Q2 20193
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.03%0.04%0.04%Q4 2023Q2 20243
KWB Wealth 330.14%0.15%0.15%Q4 2023Q2 20243
TD Capital Management LLC 330.02%0.02%0.02%Q1 2018Q3 20183
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
CRITERION CAPITAL ADVISORS, LLC 330.02%0.02%0.03%Q4 2023Q2 20243
Dynamic Advisor Solutions LLC 330.01%0.02%0.02%Q4 2022Q2 20233
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q3 2023Q2 20243
FIFTH THIRD SECURITIES, INC. 330.10%0.10%0.11%Q4 2023Q2 20243
Bell Investment Advisors, Inc 330.00%0.00%0.00%Q4 2023Q2 20243
CITIGROUP INC 330.00%0.00%0.00%Q1 2022Q3 20223
CWM, LLC 210.00%0.00%0.00%Q3 2018Q4 20223
OAK HARBOR WEALTH PARTNERS, LLC 220.29%0.29%0.29%Q1 2024Q2 20242
ETRADE Capital Management LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Savior LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Financial Advocates Investment Management 220.31%0.36%0.41%Q1 2024Q2 20242
COZAD ASSET MANAGEMENT INC 220.06%0.06%0.06%Q2 2020Q3 20202
BOSTON MOUNTAIN MONEY MANAGEMENT INC 220.40%0.41%0.43%Q1 2024Q2 20242
Cetera Advisors LLC 110.00%0.00%0.01%Q1 2019Q4 20232
TWO SIGMA INVESTMENTS, LP 220.00%0.00%0.00%Q3 2023Q4 20232
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
DAYMARK WEALTH PARTNERS, LLC 220.01%0.01%0.02%Q3 2023Q4 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20242
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q4 2019Q1 20202
AVALON CAPITAL MANAGEMENT 224.28%4.42%4.55%Q3 2019Q4 20192
BUCKINGHAM STRATEGIC WEALTH, LLC 220.04%0.04%0.05%Q3 2020Q4 20202
RHS Financial, LLC 220.28%0.38%0.49%Q4 2022Q1 20232
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
COMERICA BANK 220.00%0.00%0.00%Q3 2023Q4 20232
TOTAL INVESTMENT MANAGEMENT INC 2211.57%11.74%11.92%Q1 2019Q2 20192
KPP Advisory Services LLC 110.20%0.45%0.70%Q3 2023Q1 20242
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q1 2024Q2 20242
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q1 2024Q2 20242
Menard Financial Group LLC 111.43%1.43%1.43%Q4 2021Q4 20211
Teamwork Financial Advisors, LLC 111.89%1.89%1.89%Q2 2024Q2 20241
City State Bank 110.00%0.00%0.00%Q2 2023Q2 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Stone House Investment Management, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
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
Zega Financial, LLC 110.13%0.13%0.13%Q2 2024Q2 20241
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q3 2019Q3 20191
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
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
Allworth Financial LP 110.00%0.00%0.00%Q4 2018Q4 20181
GTS SECURITIES LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Ipsen Advisor Group LLC 110.49%0.49%0.49%Q4 2022Q4 20221
ALBION FINANCIAL GROUP /UT 110.01%0.01%0.01%Q2 2024Q2 20241
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
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q4 2023Q4 20231
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
Strategic Wealth Partners, Ltd. 110.02%0.02%0.02%Q2 2018Q2 20181
O'Dell Group, LLC 110.01%0.01%0.01%Q4 2023Q4 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
Private Ocean, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Stephens Consulting, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
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.