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 |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 27M | $1.5B | 37% | Mar 2023 |
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| Bank of America Corporation | 23M | $1.3B | 20% | Mar 2023 |
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| Morgan Stanley | 21M | $1.2B | 100% | Dec 2022 |
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| Wells Fargo & Company | 8.8M | $481M | 22% | Dec 2022 |
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| Advisor Group Holdings | 5.0M | $275M | 21% | Mar 2023 |
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| Royal Bank of Canada | 4.2M | $231M | 37% | Dec 2022 |
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| UBS Group | 3.7M | $200M | 50% | Mar 2023 |
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| First Republic Investment Management | 3.3M | $181M | 100% | Mar 2023 |
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| Envestnet Asset Management | 2.9M | $160M | 5% | Mar 2023 |
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| Atlantic Trust | 2.4M | $142M | 41% | Mar 2023 |
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| Requisite Capital Management | 2.1M | $113M | 12% | Mar 2023 |
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| Commonwealth Equity Services | 2.0M | $111M | 65% | Mar 2023 |
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| Janney Montgomery Scott | 2.0M | $110M | 37% | Mar 2023 |
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| Cambridge Investment Research Advisors | 1.9M | $105M | 13% | Mar 2023 |
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| Franklin Resources | 1.5M | $84M | 0% | Mar 2023 |
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| Cornerstone Advisory | 1.5M | $82M | 12% | Mar 2023 |
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| Pfs Investments | 1.4M | $78M | 17% | Mar 2023 |
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| Mml Investors Services | 1.4M | $77M | 11% | Mar 2023 |
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| Financial Advisory Service | 1.1M | $59M | 70% | Mar 2023 |
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| Branch Banking & Trust Company | 980k | $54M | 20% | Mar 2023 |
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| HighTower Advisors | 961k | $53M | 11% | Mar 2023 |
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| Financial Network Investment Corporation | 947k | $52M | 112% | Dec 2022 |
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| Huntington Asset Advisors | 945k | $52M | 18% | Dec 2022 |
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| Raymond James & Associates | 924k | $51M | 35% | Mar 2023 |
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| Compass Ion Advisors | 915k | $50M | 8% | Mar 2023 |
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| Northwestern Mutual Wealth Management Company | 913k | $50M | 117% | Dec 2022 |
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| Lebenthal Global Advisors | 911k | $50M | 18% | Mar 2023 |
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| RiverFront Investment Group | 815k | $19M | -11% | Dec 2022 |
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| Gradient Investments | 807k | $44M | 0% | Mar 2023 |
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| Hartland & Co | 789k | $43M | 20% | Mar 2023 |
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| Nottingham Advisors | 771k | $42M | 18% | Mar 2023 |
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| Multi-Financial Securities | 718k | $39M | 55% | Dec 2022 |
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| Cambridge Trust Company | 716k | $39M | 24% | Dec 2022 |
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| LPL Financial | 713k | $39M | 90% | Mar 2023 |
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| Lee Johnson Capital Management | 666k | $36M | 135% | Mar 2023 |
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| Union Bankshares | 665k | $36M | 6% | Mar 2023 |
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| Susquehanna International | 654k | $36M | -26% | Mar 2023 |
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| Aptus Capital Advisors | 647k | $35M | 93% | Mar 2023 |
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| Hanson McClain Advisors | 639k | $35M | 9% | Mar 2023 |
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| AE Wealth Management | 604k | $33M | 185% | Mar 2023 |
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| Pacific Center for Financial Services | 600k | $33M | 35% | Mar 2023 |
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| Kestra Advisory Services | 595k | $33M | 1% | Mar 2023 |
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| Sage Advisory Services | 591k | $32M | 43% | Mar 2023 |
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| Rockefeller Capital Management | 590k | $32M | 29% | Mar 2023 |
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| Cetera Investment Advisers | 577k | $32M | 26% | Mar 2023 |
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| Magnus Financial Group | 576k | $32M | 502% | Mar 2023 |
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| Brookstone Capital Management | 557k | $31M | 9% | Mar 2023 |
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| Atria Wealth Solutions | 540k | $30M | 33% | Mar 2023 |
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| Gail Mannix | 529k | $29M | -2% | Mar 2023 |
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| Richard P Slaughter Associates | 526k | $29M | 15% | Mar 2023 |
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| Eaton Financial Holdings Company | 500k | $27M | 25% | Mar 2023 |
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| Captrust Financial Advisors | 500k | $27M | 10% | Mar 2023 |
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| Capital Investment Advisors | 498k | $27M | 5% | Mar 2023 |
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| Ergawealth Advisors | 491k | $27M | 24% | Mar 2023 |
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| Financial Partners Group | 475k | $26M | 65% | Dec 2022 |
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| CFO4Life | 473k | $26M | 100% | Mar 2023 |
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| Central Trust & Investment | 473k | $26M | 7% | Mar 2023 |
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| Streettalk Advisors | 468k | $26M | -1% | Mar 2023 |
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| Ten Capital Wealth Advisors | 463k | $25M | 6% | Mar 2023 |
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| Bouchey Financial | 448k | $24M | 1% | Mar 2023 |
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| National Asset Management | 446k | $24M | 29% | Mar 2023 |
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| Sigma Planning | 441k | $24M | 16% | Mar 2023 |
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| Raymond James Financial Services Advisors | 441k | $24M | 29% | Mar 2023 |
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| HBW Advisory Services | 433k | $24M | 14% | Mar 2023 |
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| Toronto-Dominion Bank | 425k | $23M | 21% | Mar 2023 |
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| American Planning Services | 423k | $23M | 3868% | Mar 2023 |
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| Stifel Financial | 422k | $23M | 16% | Dec 2022 |
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| CI Private Wealth | 422k | $23M | -49% | Mar 2023 |
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| Financial Services Advisory | 417k | $23M | 2% | Mar 2023 |
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| Capital Advisors | 414k | $23M | 42% | Mar 2023 |
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| JNB Advisors | 405k | $22M | 41% | Mar 2023 |
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| Pnc Financial Services | 400k | $22M | 144% | Dec 2022 |
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| Prospera Financial Services | 382k | $21M | 17% | Mar 2023 |
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| Johnson Bixby & Associates | 365k | $20M | -13% | Mar 2023 |
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| Tradition Wealth Management | 359k | $20M | 32% | Mar 2023 |
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| Fragasso | 350k | $19M | 100% | Mar 2023 |
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| Wright Fund Managment | 345k | $19M | 46% | Mar 2023 |
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| Synovus Financial Corp. | 343k | $19M | 12% | Mar 2023 |
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| NEIRG Wealth Management | 341k | $19M | 4% | Mar 2023 |
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| Bernardo Wealth Planning | 338k | $18M | 9% | Mar 2023 |
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| LLBH Private Wealth Management | 335k | $18M | 39% | Dec 2022 |
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| Cary Street Partner Investment Advisory | 333k | $18M | 3% | Mar 2023 |
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| Arete Wealth Advisors | 332k | $18M | 103% | Mar 2023 |
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| Confluence Wealth Services | 331k | $18M | 13% | Mar 2023 |
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| Wagner Wealth Management | 329k | $18M | 97% | Mar 2023 |
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| Baird Financial | 327k | $18M | 21% | Dec 2022 |
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| Second Half Financial Partners | 325k | $18M | -1% | Mar 2023 |
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| Patten & Patten | 325k | $18M | 34% | Mar 2023 |
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| Financial Architects | 323k | $18M | 18% | Dec 2022 |
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| D'Orazio & Associates | 322k | $18M | 1% | Mar 2023 |
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| Mutual Advisors | 319k | $17M | -11% | Mar 2023 |
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| Capital Advisors Wealth Management | 308k | $17M | -31% | Mar 2023 |
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| Element Pointe Advisors | 303k | $17M | 100% | Mar 2023 |
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| Leverty Financial Group | 300k | $16M | 6% | Mar 2023 |
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| Goldstein Advisors | 296k | $16M | 100% | Mar 2023 |
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| Prime Capital Investment Advisors | 289k | $16M | -59% | Mar 2023 |
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| First Foundation Advisors | 288k | $16M | 81% | Mar 2023 |
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| Integrated Advisors Network | 282k | $15M | 0% | Mar 2023 |
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| Mjp Associates | 282k | $15M | 285% | Mar 2023 |
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| Dubuque Bank & Trust | 270k | $15M | -7% | Mar 2023 |
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| Pinnacle Wealth Management Advisory | 265k | $15M | -15% | Mar 2023 |
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| Laurel Wealth Advisors | 263k | $14M | 8% | Dec 2022 |
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| Derbend Asset Management | 261k | $14M | 6% | Mar 2023 |
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| Teamwork Financial Advisors | 256k | $14M | 1426% | Mar 2023 |
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| Steward Partners Investment Advisory | 253k | $14M | 16% | Dec 2022 |
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| Sandy Spring Bank | 252k | $14M | 12% | Mar 2023 |
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| Childress Capital Advisors | 250k | $14M | 38% | Dec 2022 |
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| Integrated Wealth Concepts | 250k | $14M | 12% | Mar 2023 |
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| Carnick & Kubik | 233k | $13M | 3522% | Mar 2023 |
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| TCG Advisory Services | 225k | $12M | 32% | Mar 2023 |
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| Koshinski Asset Management | 212k | $12M | 8% | Mar 2023 |
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| Community Bank | 210k | $11M | 17% | Mar 2023 |
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| MADDEN SECURITIES Corp | 208k | $11M | 22% | Mar 2023 |
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| Stephens | 205k | $11M | 28% | Mar 2023 |
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| Carr Financial Group Corp | 204k | $11M | 100% | Mar 2023 |
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| Dynamic Advisors Solutions | 204k | $11M | 8% | Mar 2023 |
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| Country Club Bank | 204k | $11M | 21% | Mar 2023 |
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| Hudson Capital Management | 202k | $11M | 4% | Mar 2023 |
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| Allen Capital Group | 200k | $11M | 100% | Mar 2023 |
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| Americana Partners | 200k | $11M | 100% | Mar 2023 |
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| Jaffetilchin Investment Partners | 193k | $11M | 4% | Mar 2023 |
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| Brown Advisory Holdings Incorporated | 192k | $11M | -3% | Mar 2023 |
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| Financial Guidance Group | 192k | $11M | 22% | Mar 2023 |
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| Financial Futures Ltd Liability | 191k | $10M | -6% | Mar 2023 |
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| Bouvel Investment Partners | 190k | $10M | 0% | Mar 2023 |
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| Cary Street Partners Asset Management | 189k | $10M | -20% | Mar 2023 |
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| Spire Wealth Management | 189k | $10M | 126% | Mar 2023 |
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| Investment Advisory Services | 183k | $10M | 21% | Mar 2023 |
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| Reitz Capital Advisors | 181k | $9.9M | 4% | Mar 2023 |
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| Lake Street Financial | 179k | $9.8M | 10% | Mar 2023 |
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| Advisory Resource Group | 179k | $9.8M | 1% | Dec 2022 |
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| Citadel Advisors | 175k | $9.6M | -48% | Mar 2023 |
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| J.w. Cole Advisors | 174k | $9.5M | 69% | Mar 2023 |
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| PFG Advisors | 173k | $9.4M | 15% | Mar 2023 |
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| Curran Financial Partners | 172k | $9.4M | 20% | Mar 2023 |
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| Cooper Financial Group | 171k | $9.4M | 7% | Mar 2023 |
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| Resources Investment Advisors | 168k | $9.2M | 144% | Mar 2023 |
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| U.S. Capital Wealth Advisors | 167k | $9.1M | 67% | Mar 2023 |
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| SlateStone Wealth | 166k | $9.0M | 123% | Dec 2022 |
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| Capital Analysts | 164k | $8.9M | 6% | Mar 2023 |
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| International Assets Investment Management | 162k | $8.7M | 100% | Mar 2023 |
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| SFMG Wealth Advisors | 162k | $8.8M | 63% | Mar 2023 |
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| Advisory Services Network | 162k | $8.8M | -22% | Mar 2023 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 161k | $8.8M | 19% | Mar 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 158k | $8.5M | 12% | Mar 2023 |
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| David R. Rahn Inc. dba Avalon Capital Management | 155k | $8.4M | -3% | Dec 2022 |
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| Unique Wealth | 155k | $8.5M | 15% | Mar 2023 |
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| Per Stirling Capital Management | 153k | $8.3M | 100% | Dec 2022 |
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| Hennion & Walsh Asset Management | 149k | $8.2M | 100% | Mar 2023 |
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| CVA Family Office | 148k | $8.1M | 0% | Mar 2023 |
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| IFP Advisors | 131k | $6.5M | -13% | Mar 2023 |
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| Wick Capital Partners | 120k | $6.6M | -48% | Mar 2023 |
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| Royal Harbor Partners | 90k | $4.9M | -76% | Mar 2023 |
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| Jane Street | 74k | $4.0M | -86% | Mar 2023 |
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| David Allen | 52k | $2.8M | -67% | Mar 2023 |
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| Beaumont Financial Advisors | 39k | $2.1M | -91% | Mar 2023 |
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| Stewardship Advisors | 35k | $1.9M | -84% | Mar 2023 |
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Who sold out of J P Morgan Exchange-traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Badgley Phelps Wealth Managers | Dec 2022 | 313k | $17M |
| Thrivent Financial for Lutherans | Dec 2022 | 155k | $8.5M |