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 | 38M | $2.5B | 3% | Jun 2024 |
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| Bank of America Corporation | 28M | $1.6B | 6% | Jun 2024 |
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| Jpmorgan Chase & Co | 19M | $1.1B | -14% | Jun 2024 |
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| Wells Fargo & Company | 13M | $717M | 3% | Jun 2024 |
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| Envestnet Asset Management | 7.1M | $403M | 8% | Jun 2024 |
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| Royal Bank of Canada | 6.6M | $373M | -3% | Jun 2024 |
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| Cetera Investment Advisers | 4.2M | $237M | 1% | Jun 2024 |
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| Commonwealth Equity Services | 3.7M | $218M | 8% | Sep 2024 |
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| HighTower Advisors | 3.5M | $198M | 43% | Jun 2024 |
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| Atlantic Trust | 3.4M | $192M | 1% | Jun 2024 |
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| Raymond James Financial Services Advisors | 3.0M | $179M | 4% | Sep 2024 |
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| RiverFront Investment Group | 3.0M | $170M | 6% | Jun 2024 |
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| Janney Montgomery Scott | 2.6M | $146M | -4% | Jun 2024 |
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| Mml Investors Services | 2.2M | $127M | 4% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 2.1M | $121M | 14% | Jun 2024 |
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| Raymond James & Associates | 2.1M | $124M | -14% | Sep 2024 |
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| Stifel Financial | 2.0M | $111M | 3% | Jun 2024 |
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| Cambridge Investment Research Advisors | 1.9M | $105M | -13% | Jun 2024 |
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| CWM | 1.8M | $109M | 5% | Sep 2024 |
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| Cornerstone Advisory | 1.7M | $98M | 0% | Jun 2024 |
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| Franklin Resources | 1.7M | $95M | 5% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 1.6M | $93M | 9% | Jun 2024 |
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| Rockefeller Capital Management | 1.6M | $89M | -9% | Jun 2024 |
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| Enstar Group | 1.5M | $87M | -5% | Jun 2024 |
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| LPL Financial | 1.5M | $84M | 3% | Jun 2024 |
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| Requisite Capital Management | 1.5M | $86M | -13% | Sep 2024 |
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| First Foundation Advisors | 1.4M | $80M | 17% | Jun 2024 |
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| Financial Advisory Service | 1.4M | $84M | 3% | Sep 2024 |
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| Confluence Wealth Services | 1.3M | $72M | 8% | Jun 2024 |
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| Hartland & Co | 1.2M | $69M | 3% | Jun 2024 |
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| Hanson McClain Advisors | 1.1M | $68M | 8% | Sep 2024 |
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| Atria Wealth Solutions | 1.1M | $64M | 35% | Jun 2024 |
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| Strategic Financial Concepts | 1.0M | $18M | 6255% | Jun 2024 |
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| Kestra Advisory Services | 960k | $54M | 16% | Jun 2024 |
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| Lebenthal Global Advisors | 924k | $52M | 0% | Jun 2024 |
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| Pnc Financial Services | 873k | $50M | 8% | Jun 2024 |
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| Capital Investment Advisors | 846k | $50M | -11% | Sep 2024 |
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| Gradient Investments | 842k | $50M | 3% | Sep 2024 |
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| Bank of New York Mellon | 837k | $47M | -23% | Jun 2024 |
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| Branch Banking & Trust Company | 822k | $47M | 2% | Jun 2024 |
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| Nottingham Advisors | 815k | $49M | 3% | Sep 2024 |
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| H D Vest Advisory Services | 806k | $46M | 3% | Jun 2024 |
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| Huntington Asset Advisors | 775k | $44M | -6% | Jun 2024 |
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| Capital Advisors | 771k | $44M | 3% | Jun 2024 |
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| Brookstone Capital Management | 755k | $45M | 6% | Sep 2024 |
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| Steward Partners Investment Advisory | 706k | $40M | 18% | Jun 2024 |
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| 49 Wealth Management | 679k | $38M | 44% | Jun 2024 |
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| Prosperity Consulting Group | 652k | $39M | 13% | Sep 2024 |
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| Pacific Center for Financial Services | 652k | $37M | 2% | Jun 2024 |
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| Union Bankshares | 651k | $37M | -6% | Jun 2024 |
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| Oakworth Capital | 627k | $37M | -4% | Sep 2024 |
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| Gail Mannix | 621k | $35M | 0% | Jun 2024 |
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| Kathmere Capital Management | 600k | $36M | 4% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 598k | $34M | 10% | Jun 2024 |
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| Sandy Spring Bank | 597k | $34M | 19% | Jun 2024 |
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| Teamwork Financial Advisors | 588k | $35M | -1% | Sep 2024 |
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| Magnus Financial Group | 576k | $34M | 45% | Sep 2024 |
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| CFO4Life | 574k | $33M | 1% | Jun 2024 |
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| Melia Wealth | 563k | $32M | 7% | Jun 2024 |
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| Sanctuary Advisors | 560k | $32M | 100% | Jun 2024 |
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| Apollon Wealth Management | 557k | $32M | 17% | Jun 2024 |
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| HBW Advisory Services | 545k | $32M | 24% | Sep 2024 |
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| LLBH Private Wealth Management | 515k | $29M | 0% | Jun 2024 |
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| Americana Partners | 507k | $29M | -36% | Jun 2024 |
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| Leverty Financial Group | 505k | $30M | -1% | Sep 2024 |
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| Prime Capital Investment Advisors | 504k | $29M | -4% | Jun 2024 |
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| Financial Partners Group | 504k | $29M | -2% | Jun 2024 |
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| Marks Wealth | 492k | $29M | 100% | Sep 2024 |
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| Stephens | 484k | $27M | 5% | Jun 2024 |
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| TCG Advisory Services | 481k | $27M | 22% | Jun 2024 |
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| Horizon Advisory Services | 472k | $27M | 0% | Jun 2024 |
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| Aptus Capital Advisors | 464k | $26M | -32% | Jun 2024 |
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| Synovus Financial Corp. | 462k | $26M | 2% | Jun 2024 |
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| Corrigan Financial | 451k | $27M | 1% | Sep 2024 |
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| Colony | 447k | $25M | 3203% | Jun 2024 |
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| Integrated Advisors Network | 443k | $25M | 5% | Jun 2024 |
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| Badgley Phelps Wealth Managers | 438k | $26M | 6% | Sep 2024 |
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| Prospera Financial Services | 432k | $25M | -3% | Jun 2024 |
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| Honkamp Krueger Financial Services | 423k | $24M | 48% | Jun 2024 |
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| Patten & Patten | 408k | $23M | 2% | Jun 2024 |
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| Bouchey Financial | 404k | $23M | 2% | Jun 2024 |
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| J.w. Cole Advisors | 397k | $23M | 0% | Jun 2024 |
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| Mercer Global Advisors | 395k | $22M | -2% | Jun 2024 |
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| Element Pointe Advisors | 384k | $22M | 2% | Jun 2024 |
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| National Asset Management | 383k | $22M | -16% | Jun 2024 |
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| JNB Advisors | 382k | $22M | 2% | Jun 2024 |
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| Integrated Wealth Concepts | 373k | $21M | -15% | Jun 2024 |
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| New York Life Investment Management | 372k | $21M | -24% | Jun 2024 |
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| Cooper Financial Group | 368k | $21M | 8% | Jun 2024 |
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| Goldstein Advisors | 360k | $20M | 4% | Jun 2024 |
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| Sterling Investment Counsel | 351k | $21M | 5% | Sep 2024 |
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| Thoroughbred Financial Services | 347k | $20M | 9% | Jun 2024 |
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| Beacon Pointe Advisors | 343k | $19M | 8% | Jun 2024 |
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| Advance Capital Management | 336k | $20M | 5% | Sep 2024 |
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| Brian McDonald | 332k | $19M | 14% | Jun 2024 |
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| Pinnacle Wealth Management Advisory | 331k | $20M | 0% | Sep 2024 |
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| Childress Capital Advisors | 327k | $19M | 1% | Jun 2024 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 327k | $20M | 8% | Sep 2024 |
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| Wagner Wealth Management | 325k | $19M | 2% | Sep 2024 |
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| Steele Capital Management | 325k | $18M | 10% | Jun 2024 |
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| Fragasso | 314k | $19M | 1% | Sep 2024 |
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| Fundamentun | 312k | $19M | 5% | Sep 2024 |
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| Ergawealth Advisors | 307k | $18M | -11% | Sep 2024 |
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| HTLF Bank | 301k | $18M | -12% | Sep 2024 |
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| Marquette Asset Management | 298k | $18M | 2% | Sep 2024 |
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| Susquehanna International | 297k | $17M | -54% | Jun 2024 |
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| Kestra Private Wealth Services | 295k | $17M | 2% | Jun 2024 |
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| Beacon Financial Advisory | 294k | $17M | 13% | Jun 2024 |
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| U.S. Capital Wealth Advisors | 294k | $18M | -21% | Sep 2024 |
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| Wright Fund Managment | 293k | $17M | -18% | Jun 2024 |
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| Tradition Wealth Management | 289k | $16M | -34% | Jun 2024 |
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| Cary Street Partners Asset Management | 289k | $16M | 8% | Jun 2024 |
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| Foundations Investment Advisors | 282k | $17M | 6% | Sep 2024 |
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| MADDEN SECURITIES Corp | 278k | $17M | 2% | Sep 2024 |
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| Sigma Planning | 276k | $16M | 3% | Jun 2024 |
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| Global Wealth Management Investment Advisory | 276k | $16M | 31% | Jun 2024 |
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| Daymark Wealth Partners | 271k | $16M | 59% | Sep 2024 |
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| Iron Horse Wealth Management | 269k | $16M | 6% | Sep 2024 |
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| Principal Securities | 261k | $15M | 106% | Jun 2024 |
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| Wealthcare Advisory Partners | 260k | $15M | 1% | Jun 2024 |
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| Lee Johnson Capital Management | 257k | $15M | 100% | Sep 2024 |
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| Jaffetilchin Investment Partners | 256k | $15M | 1% | Jun 2024 |
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| WNY Asset Management | 252k | $14M | 2% | Jun 2024 |
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| Investment Advisory Services | 251k | $15M | 7% | Sep 2024 |
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| Citadel Advisors | 246k | $14M | 647% | Jun 2024 |
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| We Are One Seven | 246k | $15M | -1% | Sep 2024 |
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| Advisory Services Network | 245k | $14M | 18% | Jun 2024 |
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| Kingsview Wealth Management | 244k | $14M | 43% | Jun 2024 |
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| Halpern Financial | 243k | $14M | 10% | Sep 2024 |
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| Appleton Partners | 240k | $14M | 2% | Sep 2024 |
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| Argent Trust | 237k | $13M | 4% | Jun 2024 |
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| PFG Advisors | 235k | $14M | 0% | Sep 2024 |
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| Rezny Wealth Management | 231k | $13M | -1% | Jun 2024 |
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| Goss Wealth Management | 230k | $13M | 8% | Jun 2024 |
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| Geneos Wealth Management | 226k | $13M | 10% | Jun 2024 |
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| Davenport & Co | 225k | $13M | 9% | Jun 2024 |
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| Curran Financial Partners | 224k | $13M | 6% | Sep 2024 |
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| AE Wealth Management | 224k | $0 | 11% | Jun 2024 |
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| Mariner Wealth Advisors | 223k | $13M | -23% | Jun 2024 |
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| Verity Asset Management | 216k | $12M | 8% | Jun 2024 |
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| Fagan Associates | 216k | $12M | 7% | Jun 2024 |
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| SFMG Wealth Advisors | 215k | $12M | 3% | Jun 2024 |
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| Mosley Wealth Management | 212k | $12M | 1700% | Jun 2024 |
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| Captrust Financial Advisors | 210k | $12M | -37% | Jun 2024 |
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| First National Advisers | 206k | $12M | 100% | Sep 2024 |
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| CI Private Wealth | 206k | $12M | -6% | Jun 2024 |
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| Financial Services Advisory | 205k | $12M | -3% | Jun 2024 |
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| Curtis Advisory Group | 204k | $12M | 9% | Jun 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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| Trinity Legacy Partners | 201k | $11M | -15% | Jun 2024 |
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| Financial Counselors | 197k | $11M | -4% | Jun 2024 |
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| Axxcess Wealth Management | 188k | $11M | -9% | Jun 2024 |
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| Bernardo Wealth Planning | 175k | $11M | -36% | Sep 2024 |
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| Change Path | 154k | $8.7M | -47% | Jun 2024 |
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| Citigroup | 97k | $5.5M | -61% | Jun 2024 |
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| 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 |
|---|---|---|---|
| Balyasny Asset Management | Mar 2024 | 362k | $21M |
| International Assets Investment Management | Jun 2024 | 216k | $12M |
| Hartline Investment Corporation | Mar 2024 | 212k | $12M |