Who owns J P MORGAN EXCHANGE TRADED F?
- Ticker: HOLA
- CUSIP Number: 46654q591
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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 311k | $16M | 3% | Mar 2026 |
|
| Cary Street Partners Financial | 261k | $14M | -1% | Mar 2026 |
|
| Security National Bank | 260k | $14M | -8% | Mar 2026 |
|
| Ameriprise Financial | 214k | $11M | 7% | Mar 2026 |
|
| Mariner Wealth Advisors | 207k | $11M | 11% | Mar 2026 |
|
| Founders Financial Securities | 186k | $10M | -13% | Mar 2026 |
|
| Merit Financial Group | 157k | $8.2M | -36% | Mar 2026 |
|
| LPL Financial | 145k | $7.6M | 14% | Mar 2026 |
|
| ValMark Advisers | 142k | $7.5M | 7% | Mar 2026 |
|
| Sterling Investment Advisors | 105k | $5.5M | 6% | Mar 2026 |
|
| Independent Wealth Advisors | 86k | $4.5M | 7% | Mar 2026 |
|
| Advisor Group Holdings | 78k | $4.1M | 232% | Dec 2025 |
|
| Farther Finance Advisors | 68k | $3.6M | -4% | Mar 2026 |
|
| Jane Street | 57k | $3.0M | -23% | Mar 2026 |
|
| Colony | 53k | $2.7M | 100% | Dec 2025 |
|
| Retirement Planning Group | 48k | $2.5M | 100% | Mar 2026 |
|
| Cetera Investment Advisers | 46k | $2.4M | -43% | Mar 2026 |
|
| Commonwealth Equity Services | 40k | $2.1M | 6% | Mar 2026 |
|
| Wells Fargo & Company | 31k | $1.6M | 50% | Mar 2026 |
|
| Cary Street Partner Investment Advisory | 28k | $1.5M | 31% | Mar 2026 |
|
| Baird Financial | 26k | $1.4M | 0% | Dec 2025 |
|
| Investment Partners Asset Management | 24k | $1.3M | 2% | Mar 2026 |
|
| Great Valley Advisor Group | 23k | $1.2M | -11% | Mar 2026 |
|
| Kestra Private Wealth Services | 16k | $821k | 0% | Mar 2026 |
|
| Tradition Wealth Management | 12k | $627k | 3% | Dec 2025 |
|
| APCM Wealth Management for Individuals | 11k | $551k | 0% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 8.7k | $455k | 73% | Mar 2026 |
|
| Citadel Advisors | 8.5k | $449k | 100% | Mar 2026 |
|
| Raymond James Financial | 8.4k | $439k | 100% | Dec 2025 |
|
| Creative Planning | 7.4k | $391k | -6% | Mar 2026 |
|
| Stifel Financial | 6.4k | $334k | 11% | Mar 2026 |
|
| Capital Analysts | 6.0k | $315k | 27% | Mar 2026 |
|
| Stratos Wealth Partners | 5.7k | $302k | 100% | Mar 2026 |
|
| Tcfg Wealth Management | 5.3k | $278k | 100% | Mar 2026 |
|
| TCFG Investment Advisors | 5.3k | $278k | 100% | Mar 2026 |
|
| Strategic Wealth Advisors | 5.1k | $265k | 100% | Mar 2026 |
|
| Mml Investors Services | 5.0k | $264k | -6% | Mar 2026 |
|
| Strategic Blueprint | 4.8k | $253k | 100% | Mar 2026 |
|
| Alaska Permanent Capital Management | 4.6k | $241k | 0% | Mar 2026 |
|
| Financially in Tune | 4.5k | $235k | 0% | Mar 2026 |
|
| United Capital Financial Advisers | 4.3k | $228k | 0% | Mar 2026 |
|
| Oak Wealth Advisors | 4.3k | $226k | 100% | Mar 2026 |
|
| Equitable Holdings | 4.2k | $222k | 100% | Mar 2026 |
|
| Buckingham Strategic Partners | 3.9k | $203k | 0% | Mar 2026 |
|
| United Community Bank | 2.2k | $114k | 0% | Mar 2026 |
|
| IFP Advisors | 1.5k | $78k | 0% | Mar 2026 |
|
| Morgan Stanley | 882.00 | $46k | 228% | Mar 2026 |
|
| Longview Financial Advisors | 226.00 | $12k | 0% | Mar 2026 |
|
| Coastal Investment Advisors | 146.00 | $7.7k | 0% | Mar 2026 |
|
Who sold out of J P Morgan Exchange Traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wsfs Capital Management | Dec 2025 | 5.1k | $264k |
| Kestra Advisory Services | Dec 2025 | 2.3k | $121k |
| UBS Group | Dec 2025 | 279.00 | $15k |
| Flagship Harbor Advisors | Dec 2025 | 231.00 | $12k |