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
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 38M | $2.5B | 3% | Jun 2024 |
|
| Bank of America Corporation | 31M | $1.8B | 9% | Sep 2024 |
|
| Jpmorgan Chase & Co | 22M | $1.3B | 19% | Sep 2024 |
|
| Wells Fargo & Company | 13M | $744M | -1% | Sep 2024 |
|
| Royal Bank of Canada | 6.6M | $395M | 1% | Sep 2024 |
|
| Envestnet Asset Management | 6.4M | $378M | -11% | Sep 2024 |
|
| Advisor Group Holdings | 5.5M | $330M | -12% | Sep 2024 |
|
| Cetera Investment Advisers | 4.2M | $237M | 1% | Jun 2024 |
|
| Commonwealth Equity Services | 3.7M | $218M | 8% | Sep 2024 |
|
| HighTower Advisors | 3.5M | $198M | 43% | Jun 2024 |
|
| Atlantic Trust | 3.4M | $203M | 0% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 3.0M | $179M | 4% | Sep 2024 |
|
| Mml Investors Services | 2.6M | $155M | 17% | Sep 2024 |
|
| Janney Montgomery Scott | 2.6M | $153M | 0% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 2.5M | $149M | 18% | Sep 2024 |
|
| Raymond James & Associates | 2.1M | $124M | -14% | Sep 2024 |
|
| Stifel Financial | 2.0M | $111M | 3% | Jun 2024 |
|
| Cambridge Investment Research Advisors | 1.9M | $116M | 5% | Sep 2024 |
|
| LPL Financial | 1.9M | $113M | 28% | Sep 2024 |
|
| RiverFront Investment Group | 1.8M | $109M | -39% | Sep 2024 |
|
| CWM | 1.8M | $109M | 5% | Sep 2024 |
|
| Cornerstone Advisory | 1.7M | $103M | 0% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 1.6M | $93M | 9% | Jun 2024 |
|
| Rockefeller Capital Management | 1.6M | $89M | -9% | Jun 2024 |
|
| Enstar Group | 1.5M | $92M | 0% | Sep 2024 |
|
| Requisite Capital Management | 1.5M | $86M | -13% | Sep 2024 |
|
| Confluence Wealth Services | 1.4M | $84M | 12% | Sep 2024 |
|
| First Foundation Advisors | 1.4M | $80M | 17% | Jun 2024 |
|
| Financial Advisory Service | 1.4M | $84M | 3% | Sep 2024 |
|
| Hartland & Co | 1.4M | $82M | 12% | Sep 2024 |
|
| Hanson McClain Advisors | 1.1M | $68M | 8% | Sep 2024 |
|
| Atria Wealth Solutions | 1.1M | $68M | 2% | Sep 2024 |
|
| Kestra Advisory Services | 1.1M | $65M | 13% | Sep 2024 |
|
| Franklin Resources | 1.0M | $61M | -39% | Sep 2024 |
|
| Pnc Financial Services | 946k | $56M | 8% | Sep 2024 |
|
| Capital Investment Advisors | 846k | $50M | -11% | Sep 2024 |
|
| Gradient Investments | 842k | $50M | 3% | Sep 2024 |
|
| Capital Advisors | 840k | $50M | 9% | Sep 2024 |
|
| Branch Banking & Trust Company | 822k | $47M | 2% | Jun 2024 |
|
| Nottingham Advisors | 815k | $49M | 3% | Sep 2024 |
|
| H D Vest Advisory Services | 806k | $46M | 3% | Jun 2024 |
|
| Brookstone Capital Management | 755k | $45M | 6% | Sep 2024 |
|
| Steward Partners Investment Advisory | 706k | $40M | 18% | Jun 2024 |
|
| Huntington Asset Advisors | 670k | $40M | -14% | Sep 2024 |
|
| Apollon Wealth Management | 667k | $40M | 20% | Sep 2024 |
|
| Sandy Spring Bank | 664k | $40M | 11% | Sep 2024 |
|
| Pacific Center for Financial Services | 660k | $39M | 1% | Sep 2024 |
|
| Cary Street Partner Investment Advisory | 655k | $39M | 10% | Sep 2024 |
|
| Prosperity Consulting Group | 652k | $39M | 13% | Sep 2024 |
|
| Oakworth Capital | 627k | $37M | -4% | Sep 2024 |
|
| Lebenthal Global Advisors | 608k | $36M | -34% | Sep 2024 |
|
| Kathmere Capital Management | 600k | $36M | 4% | Sep 2024 |
|
| Teamwork Financial Advisors | 588k | $35M | -1% | Sep 2024 |
|
| Gail Mannix | 587k | $32M | -5% | Sep 2024 |
|
| Synovus Financial Corp. | 580k | $35M | 25% | Sep 2024 |
|
| Magnus Financial Group | 576k | $34M | 45% | Sep 2024 |
|
| Bank of New York Mellon | 569k | $34M | -32% | Sep 2024 |
|
| Melia Wealth | 563k | $32M | 7% | Jun 2024 |
|
| Sanctuary Advisors | 560k | $32M | 100% | Jun 2024 |
|
| CFO4Life | 554k | $33M | -3% | Sep 2024 |
|
| HBW Advisory Services | 545k | $32M | 24% | Sep 2024 |
|
| LLBH Private Wealth Management | 515k | $29M | 0% | Jun 2024 |
|
| Stephens | 508k | $30M | 5% | Sep 2024 |
|
| Leverty Financial Group | 505k | $30M | -1% | Sep 2024 |
|
| Prime Capital Investment Advisors | 502k | $30M | 0% | Sep 2024 |
|
| Marks Wealth | 492k | $29M | 100% | Sep 2024 |
|
| TCG Advisory Services | 481k | $27M | 22% | Jun 2024 |
|
| Horizon Advisory Services | 477k | $28M | 1% | Sep 2024 |
|
| Financial Partners Group | 472k | $28M | -6% | Sep 2024 |
|
| Citadel Advisors | 458k | $27M | 86% | Sep 2024 |
|
| Aptus Capital Advisors | 454k | $27M | -2% | Sep 2024 |
|
| Corrigan Financial | 451k | $27M | 1% | Sep 2024 |
|
| Prospera Financial Services | 441k | $26M | 2% | Sep 2024 |
|
| Badgley Phelps Wealth Managers | 438k | $26M | 6% | Sep 2024 |
|
| Honkamp Krueger Financial Services | 423k | $24M | 48% | Jun 2024 |
|
| Financial Services Advisory | 417k | $25M | 104% | Sep 2024 |
|
| Patten & Patten | 417k | $25M | 2% | Sep 2024 |
|
| Bouchey Financial | 412k | $25M | 2% | Sep 2024 |
|
| J.w. Cole Advisors | 411k | $24M | 4% | Sep 2024 |
|
| Mercer Global Advisors | 395k | $22M | -2% | Jun 2024 |
|
| Integrated Wealth Concepts | 391k | $23M | 5% | Sep 2024 |
|
| Colony | 388k | $24M | -13% | Sep 2024 |
|
| Element Pointe Advisors | 384k | $22M | 2% | Jun 2024 |
|
| National Asset Management | 383k | $22M | -16% | Jun 2024 |
|
| Kestra Private Wealth Services | 379k | $23M | 29% | Sep 2024 |
|
| JNB Advisors | 376k | $22M | -2% | Sep 2024 |
|
| Beacon Pointe Advisors | 370k | $22M | 8% | Sep 2024 |
|
| Cooper Financial Group | 368k | $21M | 8% | Jun 2024 |
|
| Thoroughbred Financial Services | 358k | $21M | 3% | Sep 2024 |
|
| Sterling Investment Counsel | 351k | $21M | 5% | Sep 2024 |
|
| Susquehanna International | 346k | $21M | 16% | Sep 2024 |
|
| Childress Capital Advisors | 344k | $21M | 5% | Sep 2024 |
|
| Brian McDonald | 341k | $20M | 3% | Sep 2024 |
|
| Advance Capital Management | 336k | $20M | 5% | Sep 2024 |
|
| Principal Securities | 335k | $20M | 29% | Sep 2024 |
|
| Steele Capital Management | 332k | $20M | 2% | Sep 2024 |
|
| Pinnacle Wealth Management Advisory | 331k | $20M | 0% | Sep 2024 |
|
| Mechanics Bank Trust Department / The Mechanics Bank | 327k | $20M | 8% | Sep 2024 |
|
| Wagner Wealth Management | 325k | $19M | 2% | Sep 2024 |
|
| Cary Street Partners Asset Management | 323k | $19M | 12% | Sep 2024 |
|
| Bank Of Oklahoma National Association / | 322k | $19M | 48% | Sep 2024 |
|
| Fragasso | 314k | $19M | 1% | Sep 2024 |
|
| Beacon Financial Advisory | 313k | $19M | 6% | Sep 2024 |
|
| Fundamentun | 312k | $19M | 5% | Sep 2024 |
|
| Ergawealth Advisors | 307k | $18M | -11% | Sep 2024 |
|
| HTLF Bank | 301k | $18M | -12% | Sep 2024 |
|
| Marquette Asset Management | 298k | $18M | 2% | Sep 2024 |
|
| Tradition Wealth Management | 295k | $18M | 2% | Sep 2024 |
|
| WNY Asset Management | 295k | $18M | 17% | Sep 2024 |
|
| U.S. Capital Wealth Advisors | 294k | $18M | -21% | Sep 2024 |
|
| Wright Fund Managment | 293k | $17M | 0% | Sep 2024 |
|
| Global Wealth Management Investment Advisory | 288k | $17M | 4% | Sep 2024 |
|
| Foundations Investment Advisors | 282k | $17M | 6% | Sep 2024 |
|
| MADDEN SECURITIES Corp | 278k | $17M | 2% | Sep 2024 |
|
| Sigma Planning | 272k | $16M | -1% | Sep 2024 |
|
| Daymark Wealth Partners | 271k | $16M | 59% | Sep 2024 |
|
| Iron Horse Wealth Management | 269k | $16M | 6% | Sep 2024 |
|
| Integrated Advisors Network | 269k | $16M | -39% | Sep 2024 |
|
| EP Wealth Advisors | 261k | $16M | 240% | Sep 2024 |
|
| Davenport & Co | 257k | $15M | 14% | Sep 2024 |
|
| Lee Johnson Capital Management | 257k | $15M | 100% | Sep 2024 |
|
| Jaffetilchin Investment Partners | 255k | $15M | -1% | Sep 2024 |
|
| Brevan Howard Capital Management | 254k | $15M | 100% | Sep 2024 |
|
| Quaker Wealth Management | 254k | $15M | 100% | Sep 2024 |
|
| Investment Advisory Services | 251k | $15M | 7% | Sep 2024 |
|
| We Are One Seven | 246k | $15M | -1% | Sep 2024 |
|
| Advisory Services Network | 245k | $14M | 0% | Sep 2024 |
|
| Halpern Financial | 243k | $14M | 10% | Sep 2024 |
|
| Mariner Wealth Advisors | 241k | $14M | 8% | Sep 2024 |
|
| Appleton Partners | 240k | $14M | 2% | Sep 2024 |
|
| Trinity Legacy Partners | 239k | $14M | 19% | Sep 2024 |
|
| Rooted Wealth Advisors | 235k | $14M | 34% | Sep 2024 |
|
| PFG Advisors | 235k | $14M | 0% | Sep 2024 |
|
| Centurion Wealth Management | 234k | $14M | 13% | Sep 2024 |
|
| New York Life Investment Management | 234k | $14M | -37% | Sep 2024 |
|
| Wealth Advisors of Iowa | 233k | $14M | 67% | Sep 2024 |
|
| Rezny Wealth Management | 231k | $13M | -1% | Jun 2024 |
|
| Goss Wealth Management | 230k | $13M | 8% | Jun 2024 |
|
| AE Wealth Management | 229k | $14M | 2% | Sep 2024 |
|
| Visionary Wealth Advisors | 227k | $14M | 33% | Sep 2024 |
|
| Geneos Wealth Management | 226k | $13M | 10% | Jun 2024 |
|
| Curran Financial Partners | 224k | $13M | 6% | Sep 2024 |
|
| Mosley Wealth Management | 224k | $13M | 5% | Sep 2024 |
|
| Wealthcare Advisory Partners | 224k | $13M | -14% | Sep 2024 |
|
| Fagan Associates | 223k | $13M | 3% | Sep 2024 |
|
| Beta Wealth | 220k | $13M | 15% | Sep 2024 |
|
| Captrust Financial Advisors | 217k | $13M | 3% | Sep 2024 |
|
| SFMG Wealth Advisors | 215k | $12M | 3% | Jun 2024 |
|
| Change Path | 211k | $13M | 37% | Sep 2024 |
|
| Argent Trust | 196k | $12M | -18% | Sep 2024 |
|
| Kingsview Wealth Management | 195k | $12M | -20% | Sep 2024 |
|
| 49 Wealth Management | 181k | $11M | -73% | Sep 2024 |
|
| Bernardo Wealth Planning | 175k | $11M | -36% | Sep 2024 |
|
| Verity Asset Management | 165k | $9.8M | -24% | Sep 2024 |
|
| Union Bankshares | 136k | $8.1M | -79% | Sep 2024 |
|
| Delta Investment Management | 97k | $5.8M | -73% | Sep 2024 |
|
| Strategic Financial Concepts | 28k | $1.7M | -97% | Sep 2024 |
|
| Parcion Private Wealth | 5.0k | $299k | -98% | Sep 2024 |
|
Who sold out of J P Morgan Exchange-traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Americana Partners | Jun 2024 | 507k | $29M |
| Balyasny Asset Management | Mar 2024 | 362k | $21M |
| Goldstein Advisors | Jun 2024 | 360k | $20M |
| International Assets Investment Management | Jun 2024 | 216k | $12M |