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 28280.00%0.03%0.17%Q4 2016Q3 202328
JANE STREET GROUP, LLC 15130.00%0.01%0.12%Q3 2016Q3 202328
Gradient Investments LLC 24240.00%0.35%1.13%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.42%0.99%2.31%Q4 2017Q3 202324
Windsor Capital Management, LLC 23230.39%1.63%2.38%Q1 2018Q3 202323
LPL Financial LLC 2210.00%0.01%0.03%Q3 2017Q3 202323
ASSETMARK, INC 23230.00%0.03%0.08%Q1 2018Q3 202323
MORGAN STANLEY 22220.00%0.00%0.00%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
CreativeOne Wealth, LLC 21210.06%0.36%0.94%Q3 2018Q3 202321
Slow Capital, Inc. 20200.09%0.51%1.54%Q1 2018Q4 202220
Patriot Financial Group Insurance Agency, LLC 1910.00%0.07%0.14%Q3 2018Q3 202320
WealthPLAN Partners, LLC 1820.00%0.12%0.39%Q4 2017Q2 202320
NICOLET ADVISORY SERVICES, LLC 19190.58%1.48%3.77%Q1 2019Q3 202319
ROYAL BANK OF CANADA 1710.00%0.00%0.00%Q4 2018Q3 202318
Peterson Wealth Advisors, LLC 18180.90%1.99%2.92%Q4 2017Q1 202218
ENVESTNET ASSET MANAGEMENT INC 18180.00%0.00%0.01%Q2 2019Q3 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
BANK OF AMERICA CORP /DE/ 1620.00%0.00%0.00%Q2 2018Q3 202318
KCS Wealth Advisory 17170.20%0.59%1.01%Q3 2019Q3 202317
MISSION WEALTH MANAGEMENT, LP 17170.03%0.37%0.82%Q3 2019Q3 202317
MASSMUTUAL TRUST CO FSB/ADV 1520.00%0.14%0.32%Q1 2019Q4 202317
Acorn Wealth Advisors, LLC 17170.21%0.27%0.34%Q3 2019Q3 202317
Royal Fund Management, LLC 1610.01%0.32%0.52%Q2 2019Q3 202317
GeoWealth Management, LLC 810.04%0.34%0.98%Q2 2019Q3 202316
Lido Advisors, LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
HighTower Advisors, LLC 15150.00%0.03%0.04%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Capital Analysts, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Simmons Bank 15150.22%0.54%0.77%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1410.00%0.00%0.00%Q1 2019Q3 202315
Larson Financial Group LLC 830.00%0.00%0.00%Q2 2019Q3 202315
FormulaFolio Investments, LLC 13130.01%1.42%2.73%Q4 2017Q4 202013
UBS Group AG 510.00%0.00%0.00%Q4 2016Q1 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q4 2017Q1 202313
Cambridge Investment Research Advisors, Inc. 810.00%0.01%0.03%Q4 2017Q3 202313
Brinker Capital Investments, LLC 13130.00%0.02%0.03%Q4 2017Q4 202013
Visionary Wealth Advisors 13130.04%0.33%0.61%Q3 2020Q3 202313
Graypoint LLC 1120.05%0.07%0.10%Q1 2020Q3 202313
IFP Advisors, Inc 840.00%0.00%0.00%Q3 2019Q4 202212
Wolf Group Capital Advisors 12120.62%0.78%0.99%Q4 2020Q3 202312
RAYMOND JAMES TRUST N.A. 12120.02%0.02%0.02%Q4 2020Q3 202312
Citadel Advisors 510.00%0.00%0.00%Q3 2017Q1 202312
Galvin, Gaustad & Stein, LLC 12120.03%0.17%0.38%Q4 2020Q3 202312
LADENBURG THALMANN FINANCIAL SERVICES INC. 12120.00%0.00%0.01%Q1 2017Q4 201912
Raymond James Financial Services Advisors, Inc. 1010.00%0.00%0.01%Q1 2020Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.01%0.02%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.03%0.07%0.12%Q4 2020Q3 202311
RAYMOND JAMES & ASSOCIATES 11110.00%0.00%0.00%Q1 2021Q3 202311
FLOW TRADERS U.S. LLC 430.01%0.16%0.47%Q1 2019Q3 202211
Avior Wealth Management, LLC 11110.00%0.08%0.28%Q1 2021Q3 202311
JANICZEK WEALTH MANAGEMENT, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Mascoma Wealth Management LLC 910.00%0.00%0.01%Q1 2021Q3 202310
Stratos Wealth Advisors, LLC 10100.04%0.06%0.11%Q1 2020Q2 202210
CONDOR CAPITAL MANAGEMENT 10100.56%1.26%1.73%Q3 2020Q4 202210
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10100.05%0.08%0.12%Q3 2020Q4 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Rosenberg Matthew Hamilton 990.01%0.03%0.08%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.20%0.23%0.25%Q3 2021Q3 20239
HawsGoodwin Investment Management LLC 990.14%0.60%1.07%Q4 2019Q4 20219
Geneos Wealth Management Inc. 880.00%0.00%0.01%Q1 2020Q4 20218
Peregrine Asset Advisers, Inc. 882.05%3.51%4.34%Q3 2020Q2 20228
Frontier Wealth Management LLC 880.10%0.45%0.82%Q2 2017Q1 20198
Winslow, Evans & Crocker, Inc. 880.00%0.00%0.00%Q1 2019Q4 20208
Continuum Advisory, LLC 880.20%0.56%0.69%Q2 2018Q1 20208
BAKER BOYER NATIONAL BANK 710.14%0.18%0.21%Q2 2021Q2 20238
State of New Jersey Common Pension Fund D 440.04%0.10%0.17%Q2 2021Q3 20238
CAPTRUST FINANCIAL ADVISORS 770.00%0.00%0.00%Q4 2020Q2 20227
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 775.63%6.69%7.20%Q1 2021Q3 20227
Sound Income Strategies, LLC 610.00%0.06%0.16%Q3 2018Q1 20217
Highlander Capital Management, LLC 660.01%0.03%0.04%Q2 2022Q3 20236
Elevated Capital Advisors, LLC 410.08%0.12%0.16%Q1 2019Q3 20216
Blue Edge Capital, LLC 660.67%1.09%1.34%Q4 2020Q1 20226
55I, LLC 420.01%0.07%0.13%Q2 2019Q1 20226
Advisor Group, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
Graves Light Lenhart Wealth, Inc. 660.06%0.19%0.31%Q2 2022Q3 20236
Neuberger Berman Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
OLD MISSION CAPITAL LLC 310.01%0.04%0.06%Q1 2021Q3 20236
TD Waterhouse Canada Inc. 660.00%0.00%0.01%Q4 2021Q1 20236
Newfound Research LLC 550.05%0.06%0.07%Q4 2016Q4 20175
Perigon Wealth Management, LLC 410.01%0.08%0.20%Q3 2017Q4 20205
Sowell Financial Services LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Winfield Associates, Inc. 550.22%0.35%0.41%Q1 2021Q1 20225
Advisors Asset Management, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Astor Investment Management LLC 320.00%0.00%0.00%Q3 2020Q4 20215
Indie Asset Partners, LLC 550.16%0.19%0.25%Q1 2021Q1 20225
Dynamic Advisor Solutions LLC 550.02%0.19%0.40%Q3 2022Q3 20235
SAM Advisors, LLC 550.18%5.17%7.49%Q3 2021Q3 20225
CONNING INC. 550.05%0.05%0.05%Q3 2021Q3 20225
MML INVESTORS SERVICES, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
PACIFIC FINANCIAL GROUP INC 550.38%0.66%1.54%Q4 2018Q4 20195
McIlrath & Eck, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
AE Wealth Management LLC 410.00%0.00%0.01%Q2 2020Q4 20215
FIFTH THIRD BANCORP 440.00%0.00%0.00%Q4 2020Q3 20214
Prentice Wealth Management LLC 310.01%0.04%0.06%Q1 2021Q2 20224
First Horizon Advisors, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
ATLAS CAPITAL ADVISORS LLC 440.04%0.10%0.13%Q2 2021Q1 20224
Vestmark Advisory Solutions, Inc. 310.02%0.15%0.47%Q3 2021Q3 20234
Donoghue Forlines LLC 440.12%0.14%0.18%Q1 2022Q4 20224
Capital Advisors Wealth Management, LLC 220.07%0.09%0.13%Q4 2021Q4 20224
Vawter Financial, Ltd. 440.58%0.69%0.88%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FMR LLC 110.00%0.00%0.00%Q2 2021Q3 20234
CAPE COD FIVE CENTS SAVINGS BANK 440.03%0.05%0.11%Q4 2022Q3 20234
Lloyd Advisory Services, LLC. 440.00%0.00%0.00%Q1 2020Q4 20204
Shilanski & Associates, Inc. 440.28%0.30%0.34%Q2 2019Q1 20204
Founders Financial Alliance, LLC 441.43%1.60%1.79%Q4 2022Q3 20234
NICOLA WEALTH MANAGEMENT LTD. 440.22%0.25%0.27%Q2 2021Q1 20224
Strategic Investment Advisors / MI 440.07%0.19%0.30%Q1 2020Q4 20204
Wealth Management Solutions, LLC 440.12%0.41%0.68%Q4 2021Q3 20224
Bank of New York Mellon Corp 330.00%0.00%0.00%Q2 2020Q4 20203
Marion Wealth Management 332.03%2.05%2.07%Q4 2021Q2 20223
Corbenic Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Daniels&Tansey,LLP 330.29%4.29%12.28%Q1 2023Q3 20233
PARK AVENUE SECURITIES LLC 210.01%0.01%0.02%Q4 2022Q3 20233
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q1 2021Q3 20213
Global Retirement Partners, LLC 210.00%0.00%0.00%Q1 2020Q3 20233
RWA WEALTH PARTNERS, LLC 330.35%0.37%0.38%Q2 2019Q4 20193
PFG Advisors 330.09%0.11%0.13%Q1 2023Q3 20233
Apeiron RIA LLC 330.07%0.11%0.20%Q1 2023Q3 20233
Simplicity Solutions, LLC 330.01%0.01%0.01%Q2 2020Q4 20203
Bluefin Trading, LLC 330.03%0.24%0.43%Q3 2018Q1 20193
GREAT VALLEY ADVISOR GROUP, INC. 330.76%0.79%0.83%Q1 2023Q3 20233
Financial Management Professionals, Inc. 330.00%0.02%0.04%Q1 2023Q3 20233
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q3 2019Q1 20213
RMR Wealth Builders 330.32%0.60%0.87%Q4 2021Q2 20223
Mutual Advisors, LLC 330.04%0.05%0.06%Q2 2019Q4 20193
VERUS CAPITAL PARTNERS, LLC 220.12%0.15%0.17%Q4 2019Q1 20202
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
BlackRock Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
Ascent Group, LLC 110.04%0.04%0.04%Q1 2022Q3 20232
Integrated Wealth Concepts LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Gallacher Capital Management LLC 221.13%1.14%1.15%Q4 2022Q1 20232
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 220.05%0.06%0.08%Q4 2021Q1 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q3 20232
Global Financial Private Capital, Inc 220.11%0.14%0.18%Q1 2020Q2 20202
Centennial Wealth Advisory LLC 220.14%0.17%0.21%Q4 2020Q1 20212
Rehmann Capital Advisory Group 220.47%0.48%0.49%Q2 2020Q3 20202
WealthPlan Investment Management, LLC 110.05%0.05%0.05%Q1 2022Q3 20222
Kerntke Otto McGlone Wealth Management Group 110.31%0.31%0.31%Q1 2021Q1 20211
Spire Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Farther Finance Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
NICOLET BANKSHARES INC 110.28%0.28%0.28%Q3 2019Q3 20191
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Ocean Park Asset Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Cetera Advisor Networks LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTHSOURCE PARTNERS, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Allegis Investment Advisors, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
Capstone Triton Financial Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
ETRADE Capital Management LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Integrity Advisory, LLC 110.76%0.76%0.76%Q1 2022Q1 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CX Institutional 110.03%0.03%0.03%Q3 2018Q3 20181
MRP Capital Investments, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
LGT Financial Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DAYMARK WEALTH PARTNERS, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BUCKINGHAM STRATEGIC WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
TBH Global Asset Management, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Bell Rock Capital LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Foundations Investment Advisors, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Family Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Glassman Wealth Services 110.00%0.00%0.00%Q4 2021Q4 20211
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
PRIVATE TRUST CO NA 110.02%0.02%0.02%Q3 2023Q3 20231
MAI Capital Management 110.01%0.01%0.01%Q1 2023Q1 20231
Advisory Services Network, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Security Financial Services, INC. 110.11%0.11%0.11%Q4 2021Q4 20211
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q4 2020Q4 20201
Tuttle Capital Management, LLC 110.18%0.18%0.18%Q2 2021Q2 20211
Aspire Private Capital, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TCI Wealth Advisors, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
LOCKERMAN FINANCIAL GROUP, INC. 111.03%1.03%1.03%Q3 2023Q3 20231
MRA Associates USA LLC 110.37%0.37%0.37%Q3 2019Q3 20191
COMMONWEALTH EQUITY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Wayfinding Financial, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Richwood Investment Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Avestar Capital, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Janney Montgomery Scott LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Cetera Investment Advisers 110.01%0.01%0.01%Q3 2023Q3 20231
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.