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 | 37M | $2.1B | 100% | Mar 2024 |
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| Bank of America Corporation | 27M | $1.5B | 3% | Mar 2024 |
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| Jpmorgan Chase & Co | 22M | $1.3B | 4% | Mar 2024 |
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| Wells Fargo & Company | 12M | $711M | 10% | Mar 2024 |
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| Royal Bank of Canada | 6.7M | $390M | -2% | Mar 2024 |
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| UBS Group | 6.7M | $390M | 17% | Mar 2024 |
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| Envestnet Asset Management | 6.6M | $380M | 100% | Mar 2024 |
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| Advisor Group Holdings | 6.3M | $365M | -3% | Mar 2024 |
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| Global Assets Advisory | 6.2M | $108M | 5858% | Mar 2024 |
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| Cetera Investment Advisers | 4.1M | $239M | 100% | Mar 2024 |
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| Atlantic Trust | 3.4M | $192M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 2.9M | $171M | 3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 2.9M | $164M | 16% | Jun 2024 |
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| RiverFront Investment Group | 2.8M | $164M | 25% | Mar 2024 |
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| Janney Montgomery Scott | 2.6M | $146M | -4% | Jun 2024 |
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| HighTower Advisors | 2.4M | $141M | 15% | Mar 2024 |
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| Raymond James & Associates | 2.4M | $137M | 22% | Jun 2024 |
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| Cambridge Investment Research Advisors | 2.1M | $124M | 8% | Mar 2024 |
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| Mml Investors Services | 2.1M | $124M | -4% | Mar 2024 |
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| Stifel Financial | 1.9M | $110M | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.9M | $108M | 100% | Mar 2024 |
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| Requisite Capital Management | 1.8M | $101M | -9% | Mar 2024 |
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| CWM | 1.7M | $99M | 44% | Jun 2024 |
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| Cornerstone Advisory | 1.7M | $99M | 100% | Mar 2024 |
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| Rockefeller Capital Management | 1.7M | $99M | 13% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.6M | $93M | 9% | Jun 2024 |
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| Enstar Group | 1.6M | $94M | -7% | Mar 2024 |
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| Franklin Resources | 1.6M | $93M | 1% | Mar 2024 |
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| LPL Financial | 1.4M | $83M | 100% | Mar 2024 |
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| Financial Advisory Service | 1.3M | $76M | 8% | Mar 2024 |
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| First Foundation Advisors | 1.2M | $70M | 92% | Mar 2024 |
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| Hartland & Co | 1.2M | $68M | 4% | Mar 2024 |
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| Confluence Wealth Services | 1.2M | $68M | 22% | Mar 2024 |
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| Atria Wealth Solutions | 1.1M | $64M | 35% | Jun 2024 |
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| Hanson McClain Advisors | 1.1M | $61M | 3% | Jun 2024 |
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| Exchange Traded Concepts | 967k | $56M | 100% | Mar 2024 |
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| Capital Investment Advisors | 954k | $54M | 22% | Jun 2024 |
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| Lebenthal Global Advisors | 924k | $52M | 0% | Jun 2024 |
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| Baird Financial | 853k | $49M | 22% | Mar 2024 |
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| Bank of New York Mellon | 837k | $47M | -23% | Jun 2024 |
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| Kestra Advisory Services | 828k | $48M | 23% | Mar 2024 |
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| Gradient Investments | 821k | $47M | 177% | Jun 2024 |
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| Pnc Financial Services | 807k | $47M | 7% | Mar 2024 |
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| Branch Banking & Trust Company | 806k | $47M | -17% | Mar 2024 |
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| Americana Partners | 787k | $46M | 6% | Mar 2024 |
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| H D Vest Advisory Services | 779k | $45M | 14% | Mar 2024 |
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| Huntington Asset Advisors | 775k | $44M | -6% | Jun 2024 |
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| Nottingham Advisors | 771k | $45M | -6% | Mar 2024 |
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| Capital Advisors | 750k | $43M | 4% | Mar 2024 |
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| Brookstone Capital Management | 710k | $41M | -2% | Jun 2024 |
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| Aptus Capital Advisors | 682k | $39M | 100% | Mar 2024 |
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| Oakworth Capital | 653k | $37M | 11% | Jun 2024 |
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| Union Bankshares | 651k | $37M | -6% | Jun 2024 |
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| Susquehanna International | 651k | $38M | 100% | Mar 2024 |
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| Pacific Center for Financial Services | 641k | $37M | 3% | Mar 2024 |
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| Eaton Financial Holdings Company | 637k | $37M | 12% | Mar 2024 |
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| Gail Mannix | 622k | $36M | 6% | Mar 2024 |
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| Steward Partners Investment Advisory | 599k | $35M | 12% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 598k | $34M | 10% | Jun 2024 |
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| Magnus Financial Group | 596k | $35M | 100% | Mar 2024 |
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| Cambridge Trust Company | 581k | $34M | -27% | Mar 2024 |
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| Kathmere Capital Management | 522k | $29M | -4% | Jun 2024 |
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| CFO4Life | 569k | $33M | 7% | Mar 2024 |
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| Apollon Wealth Management | 557k | $32M | 17% | Jun 2024 |
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| Melia Wealth | 525k | $30M | 4% | Mar 2024 |
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| Prime Capital Investment Advisors | 524k | $30M | 6% | Mar 2024 |
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| LLBH Private Wealth Management | 514k | $30M | 8% | Mar 2024 |
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| Leverty Financial Group | 511k | $29M | 8% | Jun 2024 |
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| Financial Partners Group | 504k | $29M | -2% | Jun 2024 |
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| Sandy Spring Bank | 500k | $29M | 18% | Mar 2024 |
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| New York Life Investment Management | 492k | $29M | -37% | Mar 2024 |
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| Bricktown Capital | 480k | $28M | 34% | Mar 2024 |
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| 49 Wealth Management | 472k | $27M | -1% | Mar 2024 |
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| Horizon Advisory Services | 470k | $27M | 100% | Mar 2024 |
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| Stephens | 460k | $27M | 100% | Mar 2024 |
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| National Asset Management | 455k | $24M | 12% | Mar 2024 |
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| Synovus Financial Corp. | 453k | $26M | 12% | Mar 2024 |
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| Corrigan Financial | 447k | $26M | 0% | Jun 2024 |
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| HBW Advisory Services | 441k | $25M | 1% | Jun 2024 |
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| Tradition Wealth Management | 439k | $25M | 5% | Mar 2024 |
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| Integrated Wealth Concepts | 438k | $25M | 100% | Mar 2024 |
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| Guardian Wealth Advisors, Llc / Nc | 437k | $25M | 11% | Mar 2024 |
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| Prosperity Consulting Group | 429k | $25M | 100% | Mar 2024 |
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| Integrated Advisors Network | 420k | $24M | 16% | Mar 2024 |
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| Badgley Phelps Wealth Managers | 414k | $24M | 100% | Mar 2024 |
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| Mercer Global Advisors | 405k | $23M | 678% | Mar 2024 |
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| Bouchey Financial | 404k | $23M | 2% | Jun 2024 |
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| Patten & Patten | 402k | $23M | 7% | Mar 2024 |
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| J.w. Cole Advisors | 397k | $23M | 7% | Mar 2024 |
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| TCG Advisory Services | 396k | $23M | 16% | Mar 2024 |
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| Element Pointe Advisors | 375k | $22M | 7% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 373k | $21M | 3% | Jun 2024 |
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| JNB Advisors | 373k | $22M | -15% | Mar 2024 |
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| Cooper Financial Group | 368k | $21M | 8% | Jun 2024 |
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| Delta Investment Management | 363k | $21M | -2% | Mar 2024 |
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| Balyasny Asset Management | 362k | $21M | 606% | Mar 2024 |
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| Goldstein Advisors | 360k | $20M | 4% | Jun 2024 |
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| Wright Fund Managment | 357k | $21M | 0% | Mar 2024 |
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| Ergawealth Advisors | 343k | $20M | -20% | Jun 2024 |
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| HTLF Bank | 343k | $19M | 1% | Jun 2024 |
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| Sterling Investment Counsel | 336k | $19M | 6728% | Jun 2024 |
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| Captrust Financial Advisors | 333k | $19M | -17% | Mar 2024 |
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| Pinnacle Wealth Management Advisory | 330k | $19M | 1% | Jun 2024 |
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| Steele Capital Management | 325k | $18M | 10% | Jun 2024 |
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| Childress Capital Advisors | 324k | $19M | 7% | Mar 2024 |
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| Thoroughbred Financial Services | 320k | $19M | 4% | Mar 2024 |
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| Advance Capital Management | 319k | $18M | 2421% | Jun 2024 |
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| Wagner Wealth Management | 319k | $18M | -1% | Jun 2024 |
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| Beacon Pointe Advisors | 319k | $18M | 11% | Mar 2024 |
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| Fragasso | 310k | $18M | -14% | Jun 2024 |
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| Spire Wealth Management | 306k | $18M | 8% | Mar 2024 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 302k | $17M | 15% | Jun 2024 |
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| Fundamentun | 298k | $17M | 3% | Jun 2024 |
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| We Are One Seven | 294k | $17M | 22% | Mar 2024 |
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| Brian McDonald | 293k | $17M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 290k | $17M | -4% | Mar 2024 |
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| Kestra Private Wealth Services | 290k | $17M | 8% | Mar 2024 |
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| Teamwork Financial Advisors | 289k | $17M | 15% | Mar 2024 |
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| Change Path | 289k | $17M | 123% | Mar 2024 |
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| Cary Street Partners Asset Management | 289k | $16M | 8% | Jun 2024 |
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| Honkamp Krueger Financial Services | 286k | $17M | 40% | Mar 2024 |
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| Bernardo Wealth Planning | 274k | $16M | 0% | Jun 2024 |
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| MADDEN SECURITIES Corp | 273k | $16M | 1% | Jun 2024 |
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| Sigma Planning | 268k | $16M | 150% | Mar 2024 |
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| Parcion Private Wealth | 268k | $16M | 14% | Mar 2024 |
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| Cresset Asset Management | 265k | $15M | 15% | Mar 2024 |
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| Beacon Financial Advisory | 261k | $15M | 23% | Mar 2024 |
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| Wealthcare Advisory Partners | 257k | $15M | -4% | Mar 2024 |
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| Iron Horse Wealth Management | 255k | $15M | 4% | Jun 2024 |
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| Jaffetilchin Investment Partners | 255k | $15M | 100% | Mar 2024 |
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| Citigroup | 252k | $15M | 122% | Mar 2024 |
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| WNY Asset Management | 246k | $14M | 10% | Mar 2024 |
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| Derbend Asset Management | 245k | $14M | 16% | Mar 2024 |
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| Trinity Legacy Partners | 238k | $14M | 29% | Mar 2024 |
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| Investment Advisory Services | 235k | $13M | 3% | Jun 2024 |
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| Appleton Partners | 235k | $13M | 2% | Jun 2024 |
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| PFG Advisors | 234k | $14M | 10% | Mar 2024 |
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| Rezny Wealth Management | 231k | $13M | -1% | Jun 2024 |
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| InterOcean Capital Group | 228k | $13M | 7% | Mar 2024 |
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| Argent Trust | 228k | $13M | 7% | Mar 2024 |
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| Connectus Wealth | 228k | $13M | -7% | Mar 2024 |
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| Geneos Wealth Management | 226k | $13M | 10% | Jun 2024 |
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| CI Private Wealth | 221k | $13M | 5% | Mar 2024 |
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| Halpern Financial | 220k | $13M | 9386% | Jun 2024 |
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| International Assets Investment Management | 218k | $13M | 2% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 217k | $12M | 196% | Mar 2024 |
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| Goss Wealth Management | 213k | $12M | 100% | Mar 2024 |
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| Hartline Investment Corporation | 212k | $12M | 100% | Mar 2024 |
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| Curran Financial Partners | 211k | $12M | 2% | Jun 2024 |
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| Financial Services Advisory | 210k | $12M | -48% | Mar 2024 |
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| Advisory Services Network | 208k | $12M | -8% | Mar 2024 |
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| Financial Counselors | 207k | $12M | -9% | Mar 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 203k | $12M | -4% | Jun 2024 |
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| AE Wealth Management | 201k | $0 | -82% | Mar 2024 |
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| Orion Portfolio Solutions | 201k | $12M | -5% | Mar 2024 |
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| Central Trust & Investment | 176k | $10M | -54% | Mar 2024 |
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| Point72 Asset Management | 156k | $9.0M | -60% | Mar 2024 |
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| Community Bank | 155k | $9.0M | -31% | Mar 2024 |
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| Renaissance Technologies | 139k | $8.0M | -51% | Mar 2024 |
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| Advisor OS | 102k | $5.9M | -67% | Mar 2024 |
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| Toronto-Dominion Bank | 100k | $5.8M | -71% | Mar 2024 |
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| Sage Advisory Services | 14k | $794k | -97% | Mar 2024 |
|
Who sold out of J P Morgan Exchange-traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Marks Wealth | Mar 2024 | 724k | $42M |
| Hennion & Walsh Asset Management | Mar 2024 | 615k | $36M |