Who owns J P MORGAN EXCHANGE-TRADED F?
- Ticker: JEPI
- CUSIP Number: 46641q332
Tip: Access positions for across all investors
Analyze quarterly positions in J P Morgan Exchange-traded F with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of J P Morgan Exchange-traded F stock
Who bought or sold J P MORGAN EXCHANGE-TRADED F this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 26M | $1.4B | -3% | Dec 2023 |
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| Jpmorgan Chase & Co | 21M | $1.2B | -1% | Dec 2023 |
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| Wells Fargo & Company | 11M | $616M | 0% | Dec 2023 |
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| Royal Bank of Canada | 6.9M | $377M | -1% | Dec 2023 |
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| Advisor Group Holdings | 6.5M | $357M | -16% | Dec 2023 |
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| Global Assets Advisory | 6.2M | $108M | 5858% | Mar 2024 |
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| UBS Group | 5.7M | $316M | -1% | Dec 2023 |
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| Commonwealth Equity Services | 2.9M | $158M | 2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 2.5M | $145M | 39% | Mar 2024 |
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| Janney Montgomery Scott | 2.4M | $133M | 0% | Dec 2023 |
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| RiverFront Investment Group | 2.3M | $125M | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 2.1M | $124M | 8% | Mar 2024 |
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| HighTower Advisors | 2.1M | $116M | 35% | Dec 2023 |
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| Raymond James & Associates | 2.0M | $115M | 3% | Mar 2024 |
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| Stifel Financial | 1.9M | $104M | 1% | Dec 2023 |
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| Requisite Capital Management | 1.8M | $101M | -9% | Mar 2024 |
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| Enstar Group | 1.7M | $96M | 0% | Dec 2023 |
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| Franklin Resources | 1.6M | $87M | 1% | Dec 2023 |
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| Rockefeller Capital Management | 1.5M | $83M | 20% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 1.5M | $87M | 6% | Mar 2024 |
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| Financial Advisory Service | 1.2M | $67M | 2% | Dec 2023 |
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| CWM | 1.2M | $70M | 113% | Mar 2024 |
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| Confluence Wealth Services | 1.2M | $68M | 22% | Mar 2024 |
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| Hartland & Co | 1.1M | $63M | 4% | Dec 2023 |
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| Bank of New York Mellon | 1.1M | $63M | -22% | Mar 2024 |
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| AE Wealth Management | 1.1M | $61M | 9% | Dec 2023 |
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| Hanson McClain Advisors | 1.0M | $60M | 15% | Mar 2024 |
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| Branch Banking & Trust Company | 972k | $53M | -7% | Dec 2023 |
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| Exchange Traded Concepts | 967k | $56M | 100% | Mar 2024 |
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| Moss Adams Wealth Advisors | 950k | $53M | 2% | Dec 2023 |
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| Lebenthal Global Advisors | 916k | $50M | 3% | Dec 2023 |
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| Huntington Asset Advisors | 824k | $48M | -16% | Mar 2024 |
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| Nottingham Advisors | 818k | $40M | 4% | Dec 2023 |
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| Cambridge Trust Company | 797k | $44M | 2% | Dec 2023 |
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| New York Life Investment Management | 787k | $43M | 1% | Dec 2023 |
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| Capital Investment Advisors | 783k | $45M | 5% | Mar 2024 |
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| Pnc Financial Services | 756k | $42M | 9% | Dec 2023 |
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| Americana Partners | 741k | $43M | -3% | Dec 2023 |
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| Brookstone Capital Management | 725k | $42M | 4% | Mar 2024 |
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| Capital Advisors | 720k | $40M | 0% | Dec 2023 |
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| Baird Financial | 697k | $38M | 7% | Dec 2023 |
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| Atria Wealth Solutions | 696k | $39M | 3% | Dec 2023 |
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| Union Bankshares | 693k | $40M | -5% | Mar 2024 |
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| H D Vest Advisory Services | 682k | $38M | 21% | Dec 2023 |
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| Kestra Advisory Services | 672k | $37M | 34% | Dec 2023 |
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| Eaton Financial Holdings Company | 637k | $37M | 12% | Mar 2024 |
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| First Foundation Advisors | 627k | $35M | 2% | Dec 2023 |
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| Pacific Center for Financial Services | 622k | $34M | 0% | Dec 2023 |
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| Hennion & Walsh Asset Management | 615k | $36M | 135% | Mar 2024 |
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| Oakworth Capital | 587k | $34M | -6% | Mar 2024 |
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| Gail Mannix | 587k | $32M | -2% | Dec 2023 |
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| Financial Partners Group | 547k | $30M | 1% | Dec 2023 |
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| Kathmere Capital Management | 543k | $31M | 4% | Mar 2024 |
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| Steward Partners Investment Advisory | 534k | $29M | 14% | Dec 2023 |
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| CFO4Life | 533k | $29M | 2% | Dec 2023 |
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| Melia Wealth | 525k | $30M | 4% | Mar 2024 |
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| Prime Capital Investment Advisors | 493k | $27M | -17% | Dec 2023 |
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| Ergawealth Advisors | 492k | $27M | -18% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 488k | $27M | 8% | Dec 2023 |
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| Leverty Financial Group | 475k | $28M | -7% | Mar 2024 |
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| LLBH Private Wealth Management | 474k | $26M | 9% | Dec 2023 |
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| Corrigan Financial | 447k | $26M | 1% | Mar 2024 |
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| JNB Advisors | 438k | $24M | -16% | Dec 2023 |
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| HBW Advisory Services | 437k | $24M | 0% | Mar 2024 |
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| Sandy Spring Bank | 422k | $23M | 31% | Dec 2023 |
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| Sage Advisory Services | 420k | $23M | -31% | Dec 2023 |
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| Tradition Wealth Management | 420k | $23M | 9% | Dec 2023 |
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| National Asset Management | 408k | $23M | -10% | Dec 2023 |
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| Financial Services Advisory | 404k | $22M | -1% | Dec 2023 |
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| Captrust Financial Advisors | 399k | $22M | 13% | Dec 2023 |
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| Bouchey Financial | 395k | $23M | 4% | Mar 2024 |
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| Point72 Asset Management | 394k | $22M | 100% | Dec 2023 |
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| Prospera Financial Services | 382k | $21M | -17% | Dec 2023 |
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| Patten & Patten | 375k | $21M | 3% | Dec 2023 |
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| Delta Investment Management | 372k | $20M | 375% | Dec 2023 |
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| J.w. Cole Advisors | 371k | $20M | 9% | Dec 2023 |
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| Integrated Advisors Network | 362k | $20M | -4% | Dec 2023 |
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| Fragasso | 358k | $21M | 3% | Mar 2024 |
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| Bricktown Capital | 358k | $20M | 0% | Dec 2023 |
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| Wright Fund Managment | 357k | $20M | 0% | Dec 2023 |
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| TCG Advisory Services | 342k | $19M | 9% | Dec 2023 |
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| Cooper Financial Group | 341k | $20M | 8% | Mar 2024 |
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| HTLF Bank | 338k | $20M | 1% | Mar 2024 |
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| Childress Capital Advisors | 324k | $19M | 7% | Mar 2024 |
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| Goldstein Advisors | 324k | $18M | 2% | Dec 2023 |
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| Wagner Wealth Management | 322k | $19M | -18% | Mar 2024 |
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| Advisor OS | 314k | $17M | 7% | Dec 2023 |
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| Thoroughbred Financial Services | 308k | $17M | 75% | Dec 2023 |
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| Spire Wealth Management | 306k | $18M | 8% | Mar 2024 |
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| Pinnacle Wealth Management Advisory | 303k | $17M | -3% | Dec 2023 |
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| Mariner Wealth Advisors | 301k | $17M | -5% | Dec 2023 |
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| Gradient Investments | 297k | $17M | -4% | Mar 2024 |
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| Steele Capital Management | 296k | $17M | 8% | Mar 2024 |
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| Teamwork Financial Advisors | 289k | $17M | 15% | Mar 2024 |
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| Fundamentun | 288k | $17M | -2% | Mar 2024 |
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| Beacon Pointe Advisors | 288k | $16M | 20% | Dec 2023 |
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| Beaumont Financial Advisors | 281k | $15M | -10% | Dec 2023 |
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| Bernardo Wealth Planning | 272k | $15M | -27% | Dec 2023 |
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| MADDEN SECURITIES Corp | 270k | $16M | 22% | Mar 2024 |
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| Parcion Private Wealth | 268k | $16M | 14% | Mar 2024 |
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| Kestra Private Wealth Services | 267k | $15M | 89% | Dec 2023 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 263k | $15M | 11% | Mar 2024 |
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| Wealthcare Advisory Partners | 257k | $15M | -4% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 249k | $14M | 0% | Dec 2023 |
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| Iron Horse Wealth Management | 246k | $14M | 8% | Mar 2024 |
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| We Are One Seven | 242k | $13M | 54% | Dec 2023 |
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| Trinity Legacy Partners | 238k | $14M | 29% | Mar 2024 |
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| Rezny Wealth Management | 233k | $14M | -2% | Mar 2024 |
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| Cary Street Partners Asset Management | 231k | $13M | 3% | Dec 2023 |
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| Investment Advisory Services | 228k | $13M | 0% | Mar 2024 |
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| Financial Counselors | 227k | $13M | -8% | Dec 2023 |
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| Advisory Services Network | 225k | $12M | 0% | Dec 2023 |
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| WNY Asset Management | 224k | $12M | 36% | Dec 2023 |
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| Community Bank | 223k | $12M | 7% | Dec 2023 |
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| International Assets Investment Management | 218k | $13M | 2% | Mar 2024 |
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| Appleton Partners | 214k | $12M | 10% | Dec 2023 |
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| PFG Advisors | 213k | $12M | 6% | Dec 2023 |
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| Argent Trust | 213k | $12M | 7% | Dec 2023 |
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| Beacon Financial Advisory | 213k | $12M | 17% | Dec 2023 |
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| InterOcean Capital Group | 213k | $12M | 5540% | Dec 2023 |
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| Orion Portfolio Solutions | 212k | $12M | -4% | Dec 2023 |
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| Derbend Asset Management | 211k | $12M | -29% | Dec 2023 |
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| CI Private Wealth | 210k | $12M | -48% | Dec 2023 |
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| Koshinski Asset Management | 210k | $12M | 22% | Dec 2023 |
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| Axxcess Wealth Management | 207k | $11M | 21% | Dec 2023 |
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| Dynamic Advisors Solutions | 206k | $12M | -4% | Mar 2024 |
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| Honkamp Krueger Financial Services | 204k | $11M | -12% | Dec 2023 |
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| Global Wealth Management Investment Advisory | 204k | $11M | 4% | Dec 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 204k | $11M | 7% | Dec 2023 |
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| American Planning Services | 203k | $11M | -53% | Dec 2023 |
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| Curran Financial Partners | 203k | $11M | 6% | Dec 2023 |
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| AIFG Consultants | 202k | $11M | 5% | Dec 2023 |
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| SFMG Wealth Advisors | 193k | $11M | 3% | Dec 2023 |
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| Financial Guidance Group | 192k | $11M | -2% | Dec 2023 |
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| Cassia Capital Partners | 190k | $11M | -5% | Mar 2024 |
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| Hilltop Wealth Advisors | 188k | $11M | -49% | Mar 2024 |
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| Verity Asset Management | 187k | $10M | 6% | Dec 2023 |
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| Centurion Wealth Management | 186k | $10M | 23% | Dec 2023 |
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| VeraBank | 186k | $10M | 8% | Dec 2023 |
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| IFP Advisors | 185k | $10M | -1% | Dec 2023 |
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| Sowell Financial Services | 185k | $10M | 9% | Dec 2023 |
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| Advisory Resource Group | 184k | $10M | 0% | Dec 2023 |
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| Davenport & Co | 184k | $10M | 11% | Dec 2023 |
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| Fagan Associates | 181k | $10M | 17% | Dec 2023 |
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| CVA Family Office | 179k | $9.9M | 2% | Dec 2023 |
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| Selective Wealth Management | 177k | $10M | 22% | Mar 2024 |
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| Bouvel Investment Partners | 177k | $10M | -4% | Mar 2024 |
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| Curtis Advisory Group | 177k | $9.7M | 5% | Dec 2023 |
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| Central Trust & Investment | 176k | $10M | -54% | Mar 2024 |
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| Country Club Bank | 175k | $10M | -2% | Mar 2024 |
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| Citigroup | 113k | $6.2M | -37% | Dec 2023 |
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| Sigma Planning | 107k | $5.9M | -55% | Dec 2023 |
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| Unique Wealth | 106k | $6.1M | -47% | Mar 2024 |
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| Mjp Associates | 102k | $5.9M | -65% | Mar 2024 |
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| Mutual Advisors | 98k | $5.4M | -72% | Dec 2023 |
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| D'Orazio & Associates | 75k | $4.1M | -64% | Dec 2023 |
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| Carr Financial Group Corp | 49k | $2.8M | -78% | Mar 2024 |
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| Johnson Bixby & Associates | 18k | $1.0M | -91% | Mar 2024 |
|
| Richard P Slaughter Associates | 8.0k | $464k | -97% | Mar 2024 |
|
Who sold out of J P Morgan Exchange-traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hudson Capital Management | Dec 2023 | 214k | $12M |