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/ 24240.00%0.00%0.00%Q4 2017Q3 202324
JANE STREET GROUP, LLC 1250.00%0.01%0.03%Q2 2017Q3 202324
Peterson Wealth Advisors, LLC 24240.81%2.34%3.04%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.30%0.58%0.88%Q4 2017Q3 202324
HighTower Advisors, LLC 23230.01%0.04%0.06%Q1 2018Q3 202323
MOTCO 23230.01%0.01%0.02%Q1 2018Q3 202323
Avantax Planning Partners, Inc. 2110.00%0.13%0.54%Q1 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Private Advisor Group, LLC 1830.00%0.06%0.16%Q2 2018Q3 202321
Windsor Capital Management, LLC 20200.43%2.56%3.22%Q4 2018Q3 202320
Quantitative Advantage, LLC 20200.59%1.52%2.58%Q2 2018Q1 202320
Financial Insights, Inc. 1810.17%5.82%9.65%Q4 2018Q3 202319
SPC Financial, Inc. 19190.08%1.09%2.66%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 1180.00%0.00%0.00%Q4 2018Q3 202319
Global Retirement Partners, LLC 920.00%0.02%0.08%Q3 2018Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
MORGAN STANLEY 17170.00%0.00%0.00%Q3 2019Q3 202317
Larson Financial Group LLC 16160.01%0.04%0.11%Q4 2019Q3 202316
UBS Group AG 620.00%0.00%0.00%Q2 2018Q3 202316
Raymond James Financial Services Advisors, Inc. 640.00%0.00%0.00%Q1 2019Q3 202316
Mascoma Wealth Management LLC 910.00%1.23%6.15%Q3 2017Q3 202215
SYM FINANCIAL Corp 15150.00%0.11%0.23%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Cambridge Investment Research Advisors, Inc. 720.00%0.01%0.02%Q4 2018Q3 202315
ENVESTNET ASSET MANAGEMENT INC 15150.00%0.00%0.01%Q3 2018Q1 202215
Capital Analysts, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 1310.00%0.01%0.05%Q2 2019Q3 202314
Hills Bank & Trust Co 14140.03%0.55%3.60%Q2 2020Q3 202314
Sunflower Bank, N.A. 14142.42%3.14%5.02%Q2 2020Q3 202314
JPMORGAN CHASE & CO 1210.00%0.02%0.02%Q2 2017Q3 202313
Financial Management Professionals, Inc. 13130.14%1.21%2.19%Q3 2020Q3 202313
CGN Advisors LLC 13130.69%1.33%2.42%Q4 2020Q4 202313
Allworth Financial LP 13130.00%0.00%0.01%Q2 2019Q2 202213
HALBERT HARGROVE GLOBAL ADVISORS, LLC 13130.03%0.17%0.39%Q3 2020Q3 202313
Foresight Wealth Management, LLC 13130.02%0.46%1.01%Q3 2019Q3 202213
Roof Eidam Maycock Peralta, LLC 12120.20%2.64%3.80%Q3 2017Q2 202012
Patriot Financial Group Insurance Agency, LLC 12120.00%0.00%0.00%Q3 2019Q2 202212
Mutual Advisors, LLC 12120.01%0.06%0.18%Q4 2019Q3 202212
Orion Portfolio Solutions, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
ROYAL BANK OF CANADA 1110.00%0.00%0.00%Q4 2019Q3 202312
OneDigital Investment Advisors LLC 12120.03%1.72%2.75%Q4 2020Q3 202312
Beaumont Financial Partners, LLC 11110.02%0.03%0.04%Q1 2020Q3 202211
Freedom Investment Management, Inc. 11110.07%0.36%0.66%Q1 2021Q3 202311
DEUTSCHE BANK AG\ 11110.00%0.00%0.00%Q4 2018Q2 202111
Ancora Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Dynamic Advisor Solutions LLC 1010.03%0.05%0.12%Q4 2019Q3 202311
Koshinski Asset Management, Inc. 10100.21%0.27%0.38%Q2 2021Q3 202310
COLONY GROUP LLC 910.01%0.01%0.03%Q4 2019Q3 202310
Advisors Preferred, LLC 10100.38%0.81%1.73%Q3 2017Q4 201910
Geneos Wealth Management Inc. 730.00%0.01%0.04%Q4 2020Q3 202310
Advisors Asset Management, Inc. 10100.00%0.01%0.01%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
EQ LLC 990.21%0.40%0.57%Q4 2020Q4 20229
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
LPL Financial LLC 710.00%0.00%0.00%Q3 2021Q3 20238
HHM Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Continuum Advisory, LLC 620.10%0.14%0.16%Q4 2018Q4 20208
IFP Advisors, Inc 880.00%0.00%0.00%Q1 2021Q4 20228
ADAMSBROWN WEALTH CONSULTANTS LLC 885.54%6.29%7.55%Q4 2021Q3 20238
MML INVESTORS SERVICES, LLC 770.05%0.06%0.06%Q1 2022Q3 20237
Snowden Capital Advisors LLC 430.01%0.09%0.20%Q4 2017Q4 20197
Citadel Advisors 410.00%0.00%0.00%Q4 2018Q3 20237
20/20 Capital Management, Inc. 771.41%2.23%2.61%Q4 2019Q2 20217
Running Point Capital Advisors, LLC 770.33%0.52%0.62%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
RAYMOND JAMES & ASSOCIATES 770.00%0.00%0.00%Q1 2022Q3 20237
LAKE STREET PRIVATE WEALTH, LLC 770.16%0.37%0.44%Q4 2021Q2 20237
Beacon Financial Advisory LLC 770.15%0.18%0.21%Q1 2021Q3 20227
Savant Capital, LLC 770.01%0.01%0.02%Q2 2020Q4 20217
Stonehearth Capital Management, LLC 770.14%0.17%0.20%Q1 2021Q3 20227
Ameritas Advisory Services, LLC 610.03%0.03%0.04%Q4 2021Q3 20237
AlphaStar Capital Management, LLC 770.03%0.24%0.35%Q3 2020Q1 20227
Advisor Group, Inc. 420.00%0.00%0.00%Q3 2017Q4 20196
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2017Q3 20226
RAYMOND JAMES TRUST N.A. 660.01%0.01%0.01%Q3 2020Q4 20216
Claraphi Advisory Network, LLC 310.02%0.07%0.09%Q1 2020Q2 20226
Falcon Wealth Planning 660.05%0.12%0.25%Q2 2022Q3 20236
Financial Gravity Asset Management, Inc. 510.04%0.15%0.36%Q4 2021Q2 20236
OLD MISSION CAPITAL LLC 330.01%0.01%0.02%Q1 2021Q2 20236
FSM Wealth Advisors, LLC 661.70%2.02%2.59%Q2 2022Q3 20236
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
WFA of San Diego, LLC 210.08%0.09%0.10%Q3 2021Q3 20236
Virtu Financial LLC 510.03%0.10%0.17%Q1 2018Q4 20196
KMG FIDUCIARY PARTNERS, LLC 660.06%0.71%0.91%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 510.02%0.06%0.09%Q3 2019Q1 20226
Sowell Financial Services LLC 510.00%0.03%0.20%Q4 2017Q3 20206
Wescott Financial Advisory Group, LLC 410.04%0.04%0.05%Q1 2022Q3 20235
PFG Advisors 320.09%0.11%0.12%Q1 2021Q3 20235
Sunbelt Securities, Inc. 320.01%0.03%0.04%Q2 2022Q3 20235
DUBUQUE BANK & TRUST CO 550.13%0.13%0.13%Q3 2022Q3 20235
Chicago Partners Investment Group LLC 550.00%0.00%0.00%Q3 2017Q3 20185
S. R. Schill & Associates 550.09%1.38%2.48%Q2 2020Q2 20215
NWAM LLC 410.03%0.04%0.04%Q1 2019Q2 20205
CARY STREET PARTNERS ASSET MANAGEMENT LLC 440.00%0.04%0.08%Q4 2022Q3 20234
Clear Creek Financial Management, LLC 442.85%3.37%4.32%Q2 2019Q1 20204
Bleakley Financial Group, LLC 440.14%0.16%0.20%Q4 2022Q3 20234
Certified Advisory Corp 440.43%0.67%1.23%Q4 2022Q3 20234
Hyperion Partners, LLC 445.44%5.62%5.73%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Vertex Planning Partners, LLC 441.45%1.91%2.32%Q4 2022Q3 20234
Visionary Wealth Advisors 440.02%0.02%0.02%Q4 2022Q3 20234
CAPTRUST FINANCIAL ADVISORS 220.00%0.01%0.03%Q1 2022Q3 20234
CITIGROUP INC 440.00%0.00%0.00%Q1 2018Q4 20184
Ameritas Investment Company, LLC 210.01%0.04%0.08%Q1 2019Q3 20214
FMR LLC 310.00%0.00%0.00%Q1 2019Q1 20234
Good Life Advisors, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.00%0.00%0.00%Q4 2022Q3 20234
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q4 2019Q3 20204
Etesian Wealth Advisors, Inc. 441.00%1.06%1.17%Q4 2022Q3 20234
Park Place Capital Corp 440.02%0.03%0.04%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.20%0.21%0.21%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.13%0.19%0.25%Q4 2022Q3 20234
US BANCORP \DE\ 330.00%0.00%0.00%Q3 2022Q1 20233
First Horizon Advisors, Inc. 210.00%0.00%0.00%Q4 2021Q3 20223
Lee Financial Group Hawaii, Inc. 330.27%0.30%0.32%Q2 2021Q4 20213
Integrated Wealth Concepts LLC 330.02%0.03%0.03%Q1 2023Q3 20233
AlphaCore Capital LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Simplicity Solutions, LLC 330.11%0.14%0.18%Q1 2023Q3 20233
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q4 2022Q2 20233
Treasure Coast Financial Planning 332.44%3.09%3.43%Q1 2023Q3 20233
OPPENHEIMER & CO INC 330.02%0.03%0.03%Q1 2023Q3 20233
Stratos Wealth Advisors, LLC 210.06%0.07%0.08%Q4 2021Q3 20233
SAXON INTERESTS, INC. 331.65%1.78%1.85%Q4 2022Q2 20233
Asset Planning Services, Ltd. 330.10%0.10%0.10%Q2 2021Q4 20213
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.03%0.07%0.15%Q4 2017Q2 20183
Prime Capital Investment Advisors, LLC 210.14%0.19%0.28%Q4 2022Q3 20233
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Fiduciary Alliance LLC 220.54%0.57%0.60%Q2 2023Q3 20232
Atlas Private Wealth Advisors 220.06%0.06%0.06%Q2 2023Q3 20232
Western Wealth Management, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Sigma Planning Corp 220.03%0.03%0.04%Q2 2023Q3 20232
Legacy Wealth Partners, Inc. 221.32%1.42%1.52%Q4 2019Q1 20202
SCOTIA CAPITAL INC. 220.00%0.00%0.00%Q3 2022Q4 20222
Baird Financial Group, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Advisory Alpha, LLC 220.02%0.04%0.08%Q3 2021Q4 20212
Element Wealth, LLC 220.07%0.07%0.08%Q1 2022Q2 20222
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2021Q4 20222
ICA Group Wealth Management, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Wealth Advisory Solutions, LLC 220.05%0.05%0.06%Q3 2020Q4 20202
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2019Q3 20232
Faithward Advisors, LLC 220.04%0.04%0.04%Q1 2022Q2 20222
Rehmann Capital Advisory Group 220.60%0.60%0.61%Q2 2020Q3 20202
First Citizens Financial Corp 220.40%0.45%0.50%Q2 2023Q3 20232
Bartlett & Co. LLC 220.00%0.00%0.00%Q3 2023Q4 20232
StrategIQ Financial Group, LLC 220.10%0.10%0.11%Q2 2023Q3 20232
SIGNET FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
ForthRight Wealth Management, LLC 220.92%1.66%2.39%Q2 2023Q3 20232
Cooper Financial Group 220.10%0.13%0.15%Q2 2020Q3 20202
Goodman Advisory Group, LLC 220.01%1.43%2.86%Q1 2023Q2 20232
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
MONEY CONCEPTS CAPITAL CORP 220.00%0.00%0.00%Q3 2022Q4 20222
GoalVest Advisory LLC 110.02%0.04%0.06%Q2 2021Q1 20222
Kingsview Wealth Management, LLC 220.09%0.11%0.14%Q2 2019Q3 20192
Collaborative Wealth Managment Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
Ignite Planners, LLC 110.49%0.49%0.49%Q3 2023Q3 20231
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2022Q2 20221
Advisory Services Network, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Bell Bank 110.17%0.17%0.17%Q2 2022Q2 20221
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Parallel Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
D.A. DAVIDSON & CO. 110.05%0.05%0.05%Q4 2018Q4 20181
Ceros Financial Services Inc. 110.38%0.38%0.38%Q1 2019Q1 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
MASSMUTUAL TRUST CO FSB/ADV 110.14%0.14%0.14%Q2 2020Q2 20201
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q3 2019Q3 20191
Cetera Advisors LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
SignalPoint Asset Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2023Q2 20231
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Brinker Capital Investments, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q4 2021Q4 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.