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 |
|---|---|---|---|---|---|
| Morgan Stanley | 42M | $2.5B | 5% | Dec 2024 |
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| Bank of America Corporation | 31M | $1.8B | 2% | Dec 2024 |
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| Jpmorgan Chase & Co | 21M | $1.2B | -7% | Dec 2024 |
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| Wells Fargo & Company | 15M | $837M | 16% | Dec 2024 |
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| UBS Group | 7.7M | $442M | 8% | Dec 2024 |
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| Royal Bank of Canada | 7.3M | $423M | 11% | Dec 2024 |
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| Envestnet Asset Management | 6.8M | $393M | 8% | Dec 2024 |
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| Raymond James Financial | 5.6M | $322M | 100% | Dec 2024 |
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| Advisor Group Holdings | 4.9M | $292M | -12% | Dec 2024 |
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| Commonwealth Equity Services | 4.1M | $237M | 13% | Dec 2024 |
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| HighTower Advisors | 3.7M | $212M | 3% | Dec 2024 |
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| Cetera Investment Advisers | 3.6M | $209M | -6% | Dec 2024 |
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| Atlantic Trust | 3.4M | $199M | 1% | Dec 2024 |
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| Raymond James Financial Services Advisors | 3.0M | $179M | 4% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 2.8M | $163M | 13% | Dec 2024 |
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| Mml Investors Services | 2.7M | $157M | 5% | Dec 2024 |
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| Janney Montgomery Scott | 2.5M | $142M | -4% | Dec 2024 |
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| Stifel Financial | 2.3M | $130M | 8% | Dec 2024 |
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| LPL Financial | 2.2M | $128M | 17% | Dec 2024 |
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| Raymond James & Associates | 2.1M | $124M | -14% | Sep 2024 |
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| RiverFront Investment Group | 2.0M | $115M | 9% | Dec 2024 |
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| CWM | 2.0M | $114M | 8% | Dec 2024 |
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| Cambridge Investment Research Advisors | 2.0M | $113M | 1% | Dec 2024 |
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| Cornerstone Advisory | 1.8M | $109M | 7% | Dec 2024 |
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| First Foundation Advisors | 1.6M | $92M | 10% | Dec 2024 |
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| Confluence Wealth Services | 1.6M | $94M | 12% | Dec 2024 |
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| Enstar Group | 1.5M | $89M | 0% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 1.4M | $84M | -14% | Dec 2024 |
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| Hartland & Co | 1.4M | $81M | 2% | Dec 2024 |
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| Rockefeller Capital Management | 1.4M | $79M | 0% | Dec 2024 |
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| Requisite Capital Management | 1.3M | $78M | -8% | Dec 2024 |
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| Kestra Advisory Services | 1.3M | $76M | 21% | Dec 2024 |
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| Financial Advisory Service | 1.3M | $76M | -7% | Dec 2024 |
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| Atria Wealth Solutions | 1.3M | $73M | 10% | Dec 2024 |
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| Baird Financial | 1.2M | $70M | 9% | Dec 2024 |
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| Hanson McClain Advisors | 1.2M | $69M | 2% | Dec 2024 |
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| Franklin Resources | 1.1M | $63M | 7% | Dec 2024 |
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| Pnc Financial Services | 1.1M | $62M | 14% | Dec 2024 |
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| H D Vest Advisory Services | 983k | $57M | 14% | Dec 2024 |
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| Eaton Financial Holdings Company | 974k | $56M | 13% | Dec 2024 |
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| Jane Street | 873k | $50M | 582% | Dec 2024 |
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| Capital Advisors | 872k | $50M | 4% | Dec 2024 |
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| Branch Banking & Trust Company | 819k | $47M | 16% | Dec 2024 |
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| Capital Investment Advisors | 796k | $46M | -6% | Dec 2024 |
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| Steward Partners Investment Advisory | 780k | $45M | 3% | Dec 2024 |
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| Apollon Wealth Management | 770k | $44M | 15% | Dec 2024 |
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| Brookstone Capital Management | 759k | $44M | 1% | Dec 2024 |
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| Nottingham Advisors | 736k | $42M | -10% | Dec 2024 |
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| Sandy Spring Bank | 735k | $42M | 11% | Dec 2024 |
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| Prosperity Consulting Group | 710k | $41M | 9% | Dec 2024 |
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| Pacific Center for Financial Services | 669k | $39M | 1% | Dec 2024 |
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| Quadrature Capital | 653k | $38M | 100% | Dec 2024 |
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| Oakworth Capital | 644k | $37M | 3% | Dec 2024 |
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| Gail Mannix | 631k | $36M | 8% | Dec 2024 |
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| Teamwork Financial Advisors | 627k | $36M | 7% | Dec 2024 |
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| Sanctuary Advisors | 626k | $37M | 2% | Dec 2024 |
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| Lebenthal Global Advisors | 621k | $36M | 2% | Dec 2024 |
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| Kathmere Capital Management | 619k | $36M | 3% | Dec 2024 |
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| Melia Wealth | 601k | $35M | 2% | Dec 2024 |
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| CFO4Life | 578k | $33M | 4% | Dec 2024 |
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| Magnus Financial Group | 574k | $33M | 0% | Dec 2024 |
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| TCG Advisory Services | 571k | $33M | 9% | Dec 2024 |
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| Colony | 564k | $39M | 45% | Dec 2024 |
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| Bank of New York Mellon | 560k | $32M | -2% | Dec 2024 |
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| Huntington Asset Advisors | 548k | $32M | -18% | Dec 2024 |
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| Synovus Financial Corp. | 537k | $31M | -7% | Dec 2024 |
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| Wiley Bros.-aintree Capital | 530k | $31M | 69% | Dec 2024 |
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| Stephens | 525k | $30M | 3% | Dec 2024 |
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| HBW Advisory Services | 521k | $300M | -4% | Dec 2024 |
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| Hilton Capital Management | 521k | $30M | 10733% | Dec 2024 |
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| Leverty Financial Group | 514k | $30M | 2% | Dec 2024 |
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| Prime Capital Investment Advisors | 509k | $29M | 1% | Dec 2024 |
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| Aptus Capital Advisors | 503k | $29M | 11% | Dec 2024 |
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| LLBH Private Wealth Management | 502k | $29M | -4% | Dec 2024 |
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| Kestra Private Wealth Services | 491k | $28M | 30% | Dec 2024 |
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| Prospera Financial Services | 467k | $27M | 6% | Dec 2024 |
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| Horizon Advisory Services | 466k | $27M | -2% | Dec 2024 |
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| Financial Partners Group | 456k | $26M | -3% | Dec 2024 |
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| Corrigan Financial | 455k | $26M | 1% | Dec 2024 |
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| Element Pointe Advisors | 453k | $26M | 1% | Dec 2024 |
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| Mariner Wealth Advisors | 453k | $26M | 88% | Dec 2024 |
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| Badgley Phelps Wealth Managers | 450k | $26M | 3% | Dec 2024 |
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| Bouchey Financial | 442k | $26M | 7% | Dec 2024 |
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| J.w. Cole Advisors | 434k | $25M | 6% | Dec 2024 |
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| Patten & Patten | 425k | $25M | 2% | Dec 2024 |
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| Financial Services Advisory | 414k | $24M | -1% | Dec 2024 |
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| MAI Wealth Advisors | 407k | $23M | 198% | Dec 2024 |
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| Principal Securities | 397k | $23M | 19% | Dec 2024 |
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| Integrated Wealth Concepts | 397k | $23M | 2% | Dec 2024 |
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| SK Wealth Management | 396k | $23M | 1% | Dec 2024 |
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| Beacon Pointe Advisors | 395k | $23M | 7% | Dec 2024 |
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| Bank Of Oklahoma National Association / | 380k | $22M | 18% | Dec 2024 |
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| JNB Advisors | 371k | $21M | -1% | Dec 2024 |
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| TigerOak Management | 368k | $21M | 100% | Dec 2024 |
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| Thoroughbred Financial Services | 363k | $21M | 1% | Dec 2024 |
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| Childress Capital Advisors | 356k | $21M | 3% | Dec 2024 |
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| Integrated Advisors Network | 349k | $20M | 30% | Dec 2024 |
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| Steele Capital Management | 344k | $20M | 4% | Dec 2024 |
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| Honkamp Krueger Financial Services | 344k | $20M | 2% | Dec 2024 |
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| Wagner Wealth Management | 343k | $20M | 6% | Dec 2024 |
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| National Asset Management | 340k | $20M | -6% | Dec 2024 |
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| Pinnacle Wealth Management Advisory | 340k | $20M | 3% | Dec 2024 |
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| Advance Capital Management | 340k | $20M | 1% | Dec 2024 |
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| Fundamentun | 340k | $20M | 9% | Dec 2024 |
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| We Are One Seven | 340k | $20M | 38% | Dec 2024 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 337k | $19M | 3% | Dec 2024 |
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| Brian McDonald | 333k | $19M | -2% | Dec 2024 |
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| Beacon Financial Advisory | 328k | $19M | 5% | Dec 2024 |
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| Cooper Financial Group | 325k | $19M | -12% | Dec 2024 |
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| Cary Street Partners Asset Management | 323k | $19M | 12% | Sep 2024 |
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| Tradition Wealth Management | 322k | $19M | 9% | Dec 2024 |
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| Davenport & Co | 315k | $18M | 22% | Dec 2024 |
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| Marquette Asset Management | 305k | $18M | 3% | Dec 2024 |
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| Global Wealth Management Investment Advisory | 303k | $17M | 5% | Dec 2024 |
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| Citadel Advisors | 300k | $17M | -35% | Dec 2024 |
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| Ergawealth Advisors | 298k | $17M | -3% | Dec 2024 |
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| HTLF Bank | 297k | $17M | -1% | Dec 2024 |
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| Foundations Investment Advisors | 289k | $17M | 2% | Dec 2024 |
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| MADDEN SECURITIES Corp | 288k | $17M | 4% | Dec 2024 |
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| Lee Johnson Capital Management | 285k | $16M | 11% | Dec 2024 |
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| Iron Horse Wealth Management | 285k | $16M | 6% | Dec 2024 |
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| Financial Counselors | 279k | $16M | 25% | Dec 2024 |
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| Foguth Wealth Management | 279k | $17M | 40% | Dec 2024 |
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| Cresset Asset Management | 276k | $16M | -1% | Dec 2024 |
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| EP Wealth Advisors | 275k | $16M | 5% | Dec 2024 |
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| Investment Advisory Services | 274k | $16M | 9% | Dec 2024 |
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| Fagan Associates | 270k | $16M | 21% | Dec 2024 |
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| Orion Portfolio Solutions | 270k | $16M | 68% | Dec 2024 |
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| Wright Fund Managment | 269k | $16M | -8% | Dec 2024 |
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| Jaffetilchin Investment Partners | 267k | $15M | 5% | Dec 2024 |
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| Warren Averett Asset Management | 263k | $15M | 6% | Dec 2024 |
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| Fragasso | 260k | $15M | -17% | Dec 2024 |
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| Quaker Wealth Management | 254k | $15M | 100% | Sep 2024 |
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| Appleton Partners | 252k | $15M | 5% | Dec 2024 |
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| Goss Wealth Management | 252k | $15M | 8% | Dec 2024 |
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| PFG Advisors | 251k | $14M | 7% | Dec 2024 |
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| Rooted Wealth Advisors | 248k | $14M | 5% | Dec 2024 |
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| 1 North Wealth Services | 246k | $14M | 100% | Dec 2024 |
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| Curran Financial Partners | 246k | $14M | 9% | Dec 2024 |
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| Visionary Wealth Advisors | 245k | $14M | 8% | Dec 2024 |
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| Halpern Financial | 243k | $14M | 10% | Sep 2024 |
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| Advisory Services Network | 243k | $14M | -1% | Dec 2024 |
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| Wealth Advisors of Iowa | 242k | $14M | 4% | Dec 2024 |
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| Trinity Legacy Partners | 242k | $14M | 1% | Dec 2024 |
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| Rezny Wealth Management | 238k | $14M | 3% | Dec 2024 |
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| Signal Advisors Wealth | 237k | $14M | 18% | Dec 2024 |
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| Mercer Global Advisors | 235k | $14M | -4% | Dec 2024 |
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| Wealthcare Advisory Partners | 234k | $14M | 5% | Dec 2024 |
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| Wick Capital Partners | 234k | $14M | 16% | Dec 2024 |
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| Geneos Wealth Management | 234k | $13M | 1% | Dec 2024 |
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| Susquehanna International | 224k | $13M | -35% | Dec 2024 |
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| U.S. Capital Wealth Advisors | 223k | $13M | -24% | Dec 2024 |
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| Centurion Wealth Management | 217k | $13M | -7% | Dec 2024 |
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| WNY Asset Management | 216k | $12M | -27% | Dec 2024 |
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| Sigma Planning | 213k | $12M | -22% | Dec 2024 |
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| Sterling Investment Counsel | 184k | $11M | -48% | Dec 2024 |
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| Daymark Wealth Partners | 161k | $9.3M | -40% | Dec 2024 |
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| Marks Wealth | 7.1k | $410k | -99% | Dec 2024 |
|
Who sold out of J P Morgan Exchange-traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gradient Investments | Sep 2024 | 842k | $50M |
| Cary Street Partner Investment Advisory | Sep 2024 | 655k | $39M |
| Brevan Howard Capital Management | Sep 2024 | 254k | $15M |