Who owns J P MORGAN EXCHANGE TRADED F?
- Ticker: HELO
- CUSIP Number: 46654q724
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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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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 |
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Gradient Investments | 783k | $44M | -3% | Mar 2024 |
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CGC Financial Services | 551k | $31M | 3% | Mar 2024 |
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Peterson Wealth Advisors | 467k | $26M | 68% | Mar 2024 |
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Cambridge Investment Research Advisors | 426k | $24M | 2266% | Mar 2024 |
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Central Trust & Investment | 190k | $11M | 100% | Mar 2024 |
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Sugarloaf Wealth Management | 168k | $9.4M | 100% | Mar 2024 |
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Jane Street | 99k | $5.2M | -50% | Dec 2023 |
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Patten & Patten | 84k | $4.4M | 100% | Dec 2023 |
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Orrstown Financial Services | 82k | $4.6M | 397% | Mar 2024 |
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Cary Street Partner Investment Advisory | 78k | $4.1M | 100% | Dec 2023 |
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Argent Advisors | 50k | $2.7M | 100% | Dec 2023 |
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AE Wealth Management | 48k | $2.6M | 100% | Dec 2023 |
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Fiduciary Alliance | 42k | $2.4M | 51% | Mar 2024 |
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Shore Point Advisors | 42k | $2.2M | 100% | Dec 2023 |
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Legacy Financial Group | 40k | $2.3M | 100% | Mar 2024 |
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Mariner Wealth Advisors | 39k | $2.1M | 100% | Dec 2023 |
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Daymark Wealth Partners | 39k | $2.0M | 100% | Dec 2023 |
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Echo Wealth Management | 37k | $2.1M | 1% | Mar 2024 |
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Advisor Group Holdings | 35k | $1.8M | 100% | Dec 2023 |
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Townsquare Capital | 35k | $1.8M | 100% | Dec 2023 |
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Visionary Wealth Advisors | 34k | $1.8M | 100% | Dec 2023 |
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TCG Advisory Services | 31k | $1.6M | 100% | Dec 2023 |
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InterOcean Capital Group | 26k | $1.4M | 100% | Dec 2023 |
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Capital Planning Advisors | 26k | $1.4M | 100% | Dec 2023 |
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Harbor Investment Advisory | 25k | $1.4M | 100% | Mar 2024 |
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Brookstone Capital Management | 24k | $1.3M | 352% | Mar 2024 |
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Ignite Planners | 15k | $822k | -48% | Mar 2024 |
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Commonwealth Equity Services | 12k | $638k | 100% | Dec 2023 |
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Kestra Private Wealth Services | 12k | $628k | 100% | Dec 2023 |
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Curtis Advisory Group | 9.1k | $483k | 100% | Dec 2023 |
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DeDora Capital | 8.9k | $501k | 58% | Mar 2024 |
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Breakwater Capital Group | 8.8k | $491k | 13% | Mar 2024 |
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Cary Street Partners Asset Management | 8.7k | $461k | 100% | Dec 2023 |
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Financial Management Professionals | 8.3k | $465k | 100% | Mar 2024 |
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Bank of Marin | 8.2k | $435k | 100% | Dec 2023 |
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Cooper Financial Group | 8.1k | $455k | 15% | Mar 2024 |
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Strategic Financial Concepts | 8.0k | $447k | 100% | Mar 2024 |
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John W. Brooker & Co., CPAs | 7.1k | $395k | 44% | Mar 2024 |
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Eudaimonia Partners | 6.9k | $386k | 100% | Mar 2024 |
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Sprinkle Financial Consultants | 6.0k | $335k | 0% | Mar 2024 |
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Philip James Wealth Mangement | 5.8k | $308k | 100% | Dec 2023 |
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Wealth Enhancement Advisory Services | 5.1k | $284k | 100% | Mar 2024 |
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Allen Capital Group | 4.4k | $248k | 100% | Mar 2024 |
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CAP Partners | 4.3k | $239k | 100% | Mar 2024 |
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Castle Rock Wealth Management | 4.2k | $223k | 100% | Dec 2023 |
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Resurgent Financial Advisors | 2.1k | $111k | 100% | Dec 2023 |
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Global Retirement Partners | 1.8k | $103k | 193% | Mar 2024 |
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Capital Advisors | 1.5k | $84k | 57% | Mar 2024 |
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JJJ Advisors | 190.00 | $11k | 1% | Mar 2024 |
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Burkett Financial Services | 78.00 | $4.1k | 100% | Dec 2023 |
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Planning Capital Management Corp | 65.00 | $3.6k | 100% | Mar 2024 |
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DHJJ Financial Advisors | 2.00 | $112.000000 | 0% | Mar 2024 |
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Hanson McClain Advisors | 1.00 | $56.000000 | 0% | Mar 2024 |
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Who sold out of J P Morgan Exchange Traded F?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Sep 2023 | 200k | $10M |
Jpmorgan Chase & Co | Sep 2023 | 100k | $5.0M |
Ameritas Advisory Services | Sep 2023 | 7.0k | $352k |