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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 17M | $962M | -1% | Dec 2025 |
|
| Envestnet Asset Management | 9.9M | $566M | 5% | Dec 2025 |
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| Raymond James Financial | 8.1M | $464M | 11% | Dec 2025 |
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| UBS Group | 7.2M | $411M | -5% | Dec 2025 |
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| Nationwide Fund Advisors | 7.1M | $406M | 1% | Dec 2025 |
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| Advisor Group Holdings | 5.7M | $326M | -11% | Dec 2025 |
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| Cetera Investment Advisers | 5.5M | $317M | 7% | Dec 2025 |
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| Commonwealth Equity Services | 4.3M | $244M | -11% | Dec 2025 |
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| LPL Financial | 4.2M | $239M | -2% | Dec 2025 |
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| RiverFront Investment Group | 3.8M | $218M | 24% | Dec 2025 |
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| Atlantic Trust | 3.1M | $176M | -5% | Dec 2025 |
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| Mml Investors Services | 3.1M | $175M | 8% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 3.0M | $172M | 2% | Dec 2025 |
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| HighTower Advisors | 2.9M | $165M | -8% | Dec 2025 |
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| Stifel Financial | 2.8M | $162M | -5% | Dec 2025 |
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| Janney Montgomery Scott | 2.7M | $154M | 1% | Dec 2025 |
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| Jones Financial Companies, L.L | 2.5M | $145M | 25% | Dec 2025 |
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| Bank of New York Mellon | 2.1M | $122M | 7% | Dec 2025 |
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| Confluence Wealth Services | 2.1M | $121M | 8% | Dec 2025 |
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| Kestra Advisory Services | 2.0M | $113M | 4% | Dec 2025 |
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| Cornerstone Advisory | 2.0M | $112M | -3% | Dec 2025 |
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| Cambridge Investment Research Advisors | 1.9M | $108M | -7% | Dec 2025 |
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| Equitable Holdings | 1.9M | $106M | 3478% | Dec 2025 |
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| Rockefeller Capital Management | 1.8M | $101M | 11% | Dec 2025 |
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| CWM | 1.7M | $95M | -15% | Dec 2025 |
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| Pnc Financial Services | 1.7M | $95M | 13% | Dec 2025 |
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| Financial Advisory Service | 1.6M | $89M | 1% | Dec 2025 |
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| Enstar Group | 1.5M | $88M | 0% | Dec 2025 |
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| First Foundation Advisors | 1.5M | $87M | 1% | Dec 2025 |
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| Hartland & Co | 1.3M | $75M | -5% | Dec 2025 |
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| Prosperity Consulting Group | 1.3M | $73M | 13% | Dec 2025 |
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| Hanson McClain Advisors | 1.2M | $70M | 5% | Dec 2025 |
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| Capital Advisors | 1.1M | $63M | 3% | Dec 2025 |
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| Union Bankshares | 1.0M | $58M | 6% | Dec 2025 |
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| Colony | 1.0M | $58M | 20% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.0M | $58M | 3% | Dec 2025 |
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| Baird Financial | 1.0M | $58M | 6% | Dec 2025 |
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| Franklin Resources | 998k | $57M | -5% | Dec 2025 |
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| Jane Street | 968k | $55M | 392% | Dec 2025 |
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| Branch Banking & Trust Company | 960k | $55M | -6% | Dec 2025 |
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| Traynor Capital Management | 937k | $54M | 17% | Dec 2025 |
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| Cary Street Partners Financial | 929k | $53M | -12% | Dec 2025 |
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| Pinnacle Financial Partners | 928k | $53M | 100% | Dec 2025 |
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| Brookstone Capital Management | 902k | $51M | 5% | Mar 2026 |
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| Nottingham Advisors | 817k | $46M | 22% | Mar 2026 |
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| Lebenthal Global Advisors | 766k | $44M | 2% | Dec 2025 |
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| SHP Wealth Management | 749k | $43M | 100% | Dec 2025 |
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| Apollon Wealth Management | 743k | $43M | -5% | Dec 2025 |
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| Kathmere Capital Management | 732k | $42M | 6% | Dec 2025 |
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| New York Life Investment Management | 727k | $42M | 192% | Dec 2025 |
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| TCG Advisory Services | 725k | $42M | -2% | Dec 2025 |
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| Citadel Advisors | 724k | $41M | 23% | Dec 2025 |
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| Oakworth Capital | 713k | $41M | 7% | Dec 2025 |
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| Goss Wealth Management | 682k | $39M | 8% | Dec 2025 |
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| Gail Mannix | 681k | $39M | -2% | Dec 2025 |
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| Susquehanna International | 653k | $37M | 6% | Dec 2025 |
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| MAI Wealth Advisors | 647k | $37M | 27% | Dec 2025 |
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| Kestra Private Wealth Services | 645k | $37M | -2% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 642k | $37M | -3% | Dec 2025 |
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| First Financial Bank, N.A. - Trust Division | 637k | $36M | 5% | Mar 2026 |
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| Stephens | 620k | $36M | -4% | Dec 2025 |
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| LLBH Private Wealth Management | 604k | $35M | -2% | Dec 2025 |
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| Mercer Global Advisors | 544k | $32M | 24% | Dec 2025 |
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| Cornerstone Enterprises | 543k | $31M | 4% | Dec 2025 |
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| Capital Investment Advisors | 541k | $31M | -9% | Mar 2026 |
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| Sterling Investment Counsel | 532k | $30M | 10% | Mar 2026 |
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| Bouchey Financial | 529k | $31M | 2% | Mar 2026 |
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| Principal Securities | 527k | $30M | -15% | Dec 2025 |
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| J.w. Cole Advisors | 507k | $20M | -4% | Dec 2025 |
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| Sanctuary Advisors | 504k | $29M | -23% | Dec 2025 |
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| Mariner Wealth Advisors | 498k | $29M | 11% | Dec 2025 |
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| Bank Of Oklahoma National Association / | 487k | $28M | 5% | Dec 2025 |
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| Horizon Advisory Services | 486k | $28M | 1% | Dec 2025 |
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| Huntington Asset Advisors | 480k | $27M | -5% | Dec 2025 |
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| Beacon Pointe Advisors | 476k | $27M | 7% | Dec 2025 |
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| HPM Partners | 470k | $27M | 136% | Dec 2025 |
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| Davenport & Co | 469k | $27M | 4% | Mar 2026 |
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| Aptus Capital Advisors | 466k | $27M | 0% | Dec 2025 |
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| HBW Advisory Services | 461k | $26M | -4% | Dec 2025 |
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| Prospera Financial Services | 460k | $26M | 1% | Mar 2026 |
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| Wagner Wealth Management | 449k | $26M | 8% | Dec 2025 |
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| Midwest Trust | 433k | $25M | 5% | Dec 2025 |
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| Orrstown Financial Services | 433k | $25M | 5% | Mar 2026 |
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| CLS Investments | 429k | $25M | -5% | Dec 2025 |
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| Wealthcare Advisory Partners | 418k | $24M | 47% | Mar 2026 |
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| Fukoku Mutual Life Insurance | 415k | $24M | 0% | Dec 2025 |
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| Pinnacle Wealth Management Advisory | 412k | $23M | 8% | Mar 2026 |
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| Curran Financial Partners | 406k | $23M | 10% | Mar 2026 |
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| Lido Advisors | 403k | $23M | 2% | Dec 2025 |
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| Melia Wealth | 391k | $22M | 2% | Dec 2025 |
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| Honkamp Krueger Financial Services | 386k | $22M | -1% | Dec 2025 |
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| TigerOak Management | 383k | $22M | 1% | Mar 2026 |
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| Apella Capital | 383k | $22M | 10% | Mar 2026 |
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| Global Wealth Management Investment Advisory | 372k | $21M | 8% | Dec 2025 |
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| Rezny Wealth Management | 365k | $21M | -2% | Dec 2025 |
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| Chicago Partners Investment | 363k | $21M | 13% | Dec 2025 |
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| Fundamentun | 361k | $21M | -43% | Dec 2025 |
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| Beacon Financial Advisory | 357k | $21M | 1% | Dec 2025 |
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| Warren Averett Asset Management | 353k | $20M | 1% | Dec 2025 |
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| Integrated Wealth Concepts | 351k | $20M | -17% | Dec 2025 |
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| Brian McDonald | 350k | $20M | -4% | Dec 2025 |
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| Captrust Financial Advisors | 345k | $20M | 6% | Dec 2025 |
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| Cooper Financial Group | 341k | $19M | -21% | Mar 2026 |
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| Rothschild Investment | 334k | $19M | 1% | Dec 2025 |
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| EP Wealth Advisors | 323k | $19M | 100% | Dec 2025 |
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| AdvisorNet Financial | 322k | $18M | 13% | Mar 2026 |
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| Farther Finance Advisors | 322k | $18M | -5% | Mar 2026 |
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| Tenzing Financial | 308k | $18M | 100% | Mar 2026 |
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| Oppenheimer & Co | 306k | $18M | -1% | Dec 2025 |
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| Steele Capital Management | 305k | $18M | -4% | Dec 2025 |
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| Bernardo Wealth Planning | 305k | $17M | -6% | Mar 2026 |
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| Patten & Patten | 303k | $17M | -9% | Dec 2025 |
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| Americana Partners | 302k | $17M | 992% | Dec 2025 |
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| Mountain Capital Investment Advisors | 300k | $18M | 5% | Dec 2025 |
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| Thoroughbred Financial Services | 299k | $17M | -6% | Dec 2025 |
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| SageGuard Financial Group | 298k | $17M | 100% | Dec 2025 |
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| SFMG Wealth Advisors | 296k | $17M | 8% | Dec 2025 |
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| Advisors Management Group | 295k | $17M | -2% | Dec 2025 |
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| We Are One Seven | 294k | $17M | 13% | Dec 2025 |
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| Columbus Macro | 294k | $17M | 5% | Mar 2026 |
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| Tobias Financial Advisors | 289k | $17M | 9% | Dec 2025 |
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| Rsm Us Wealth Management | 288k | $17M | 1% | Dec 2025 |
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| Advisory Services Network | 287k | $17M | 0% | Dec 2025 |
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| 1 North Wealth Services | 284k | $16M | 8% | Dec 2025 |
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| Cresset Asset Management | 282k | $16M | 30% | Dec 2025 |
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| Fagan Associates | 282k | $16M | -5% | Dec 2025 |
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| Tradition Wealth Management | 270k | $15M | -11% | Dec 2025 |
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| United Capital Financial Advisers | 266k | $15M | 535% | Dec 2025 |
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| St. Clair Advisors | 264k | $15M | 1% | Dec 2025 |
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| Investment Advisory Services | 264k | $15M | -13% | Mar 2026 |
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| Appleton Partners | 264k | $15M | 1% | Dec 2025 |
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| Legacy Edge Advisors | 259k | $15M | 100% | Dec 2025 |
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| D.A. Davidson & Co. | 257k | $15M | 11% | Dec 2025 |
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| Savant Capital Management | 255k | $15M | -60% | Dec 2025 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 255k | $14M | -1% | Mar 2026 |
|
| Requisite Capital Management | 253k | $15M | 8% | Dec 2025 |
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| Matthew Goff Investment Advisor | 253k | $13M | 100% | Mar 2026 |
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| Magnus Financial Group | 252k | $14M | -1% | Mar 2026 |
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| SBI Securities | 251k | $14M | 1% | Dec 2025 |
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| Signature Wealth Management Partners | 248k | $14M | 0% | Mar 2026 |
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| Curtis Advisory Group | 248k | $14M | 5% | Dec 2025 |
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| Retirement Planning Group, Llc / Ny | 244k | $14M | 6% | Mar 2026 |
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| Fermata Advisors | 244k | $14M | 6% | Mar 2026 |
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| AE Wealth Management | 244k | $14M | 37% | Dec 2025 |
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| Prentice Wealth Management | 242k | $14M | -4% | Mar 2026 |
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| Harbour Investments | 241k | $14M | 2% | Dec 2025 |
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| Westwood Holdings | 240k | $14M | -1% | Dec 2025 |
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| Allen Capital Group | 238k | $14M | -1% | Dec 2025 |
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| William Blair $ Company | 237k | $14M | 3% | Dec 2025 |
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| Trinity Legacy Partners | 237k | $14M | 1% | Mar 2026 |
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| Kingsview Wealth Management | 234k | $13M | -34% | Dec 2025 |
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| Creative Planning | 233k | $13M | -14% | Dec 2025 |
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| Hilton Capital Management | 188k | $11M | -73% | Dec 2025 |
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| Integrated Advisors Network | 187k | $11M | -40% | Dec 2025 |
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| Cascade Wealth Advisors | 172k | $10M | -36% | Dec 2025 |
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| Centurion Wealth Management | 101k | $5.7M | -62% | Mar 2026 |
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| Great Valley Advisor Group | 93k | $5.3M | -70% | Dec 2025 |
|
| PFG Advisors | 68k | $3.9M | -76% | Dec 2025 |
|
| Eaton Financial Holdings Company | 34k | $1.9M | -87% | Mar 2026 |
|
Who sold out of J P Morgan Exchange-traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.4M | $80M |
| SK Wealth Management | Sep 2025 | 367k | $21M |
| Element Pointe Advisors | Sep 2025 | 246k | $14M |
| IMC-Chicago | Sep 2025 | 241k | $14M |