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
Download as csv
Download as Excel
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 | 33M | $1.8B | 12% | Sep 2023 |
|
| Bank of America Corporation | 27M | $1.4B | 3% | Sep 2023 |
|
| Jpmorgan Chase & Co | 22M | $1.2B | -4% | Sep 2023 |
|
| Wells Fargo & Company | 11M | $602M | 1% | Sep 2023 |
|
| Advisor Group Holdings | 7.7M | $411M | 25% | Sep 2023 |
|
| Royal Bank of Canada | 6.9M | $372M | 15% | Sep 2023 |
|
| UBS Group | 5.8M | $310M | 21% | Sep 2023 |
|
| Envestnet Asset Management | 5.5M | $296M | 41% | Sep 2023 |
|
| Atlantic Trust | 3.0M | $160M | 8% | Sep 2023 |
|
| Commonwealth Equity Services | 2.8M | $150M | 12% | Sep 2023 |
|
| Janney Montgomery Scott | 2.4M | $130M | 1% | Sep 2023 |
|
| RiverFront Investment Group | 2.3M | $121M | 2% | Sep 2023 |
|
| Mml Investors Services | 2.2M | $119M | 24% | Sep 2023 |
|
| Requisite Capital Management | 2.1M | $114M | 3% | Sep 2023 |
|
| Financial Network Investment Corporation | 2.0M | $106M | 13% | Sep 2023 |
|
| Cambridge Investment Research Advisors | 1.9M | $104M | -12% | Sep 2023 |
|
| Northwestern Mutual Wealth Management Company | 1.9M | $104M | 14% | Sep 2023 |
|
| Stifel Financial | 1.9M | $100M | 38% | Sep 2023 |
|
| Raymond James & Associates | 1.8M | $98M | 31% | Sep 2023 |
|
| Enstar Group | 1.7M | $93M | 124% | Sep 2023 |
|
| Prostatis Group | 1.7M | $1.8M | 8579% | Jun 2023 |
|
| Cornerstone Advisory | 1.6M | $85M | 3% | Sep 2023 |
|
| HighTower Advisors | 1.6M | $84M | 36% | Sep 2023 |
|
| Franklin Resources | 1.6M | $83M | 2% | Sep 2023 |
|
| Bank of New York Mellon | 1.5M | $82M | 1421% | Sep 2023 |
|
| Pfs Investments | 1.5M | $80M | 1% | Jun 2023 |
|
| Raymond James Financial Services Advisors | 1.3M | $69M | 116% | Sep 2023 |
|
| Rockefeller Capital Management | 1.3M | $68M | 9% | Sep 2023 |
|
| Gradient Investments | 1.2M | $65M | 3% | Sep 2023 |
|
| Financial Advisory Service | 1.2M | $64M | 3% | Sep 2023 |
|
| Susquehanna International | 1.1M | $61M | 10% | Sep 2023 |
|
| Hartland & Co | 1.1M | $59M | 17% | Sep 2023 |
|
| Huntington Asset Advisors | 1.0M | $56M | 2% | Sep 2023 |
|
| Branch Banking & Trust Company | 1.0M | $56M | -7% | Sep 2023 |
|
| AE Wealth Management | 1.0M | $54M | 1% | Sep 2023 |
|
| LPL Financial | 971k | $52M | 10% | Sep 2023 |
|
| Multi-Financial Securities | 923k | $49M | 22% | Sep 2023 |
|
| Lebenthal Global Advisors | 889k | $48M | -1% | Sep 2023 |
|
| Nottingham Advisors | 786k | $37M | 1% | Sep 2023 |
|
| Cambridge Trust Company | 785k | $42M | 0% | Sep 2023 |
|
| New York Life Investment Management | 781k | $42M | -6% | Sep 2023 |
|
| Americana Partners | 763k | $55M | 1% | Sep 2023 |
|
| Hanson McClain Advisors | 729k | $39M | 4% | Sep 2023 |
|
| Capital Advisors | 718k | $39M | 17% | Sep 2023 |
|
| Union Bankshares | 717k | $38M | 0% | Sep 2023 |
|
| Lee Johnson Capital Management | 700k | $38M | -20% | Sep 2023 |
|
| Pnc Financial Services | 695k | $37M | 9% | Sep 2023 |
|
| Brookstone Capital Management | 691k | $37M | 10% | Sep 2023 |
|
| Atria Wealth Solutions | 675k | $36M | 3% | Sep 2023 |
|
| Baird Financial | 649k | $35M | 20% | Sep 2023 |
|
| Capital Investment Advisors | 649k | $35M | 9% | Sep 2023 |
|
| B & T Capital Management DBA Alpha Capital Management | 645k | $35M | 100% | Sep 2023 |
|
| Aptus Capital Advisors | 640k | $34M | -6% | Sep 2023 |
|
| Cetera Investment Advisers | 625k | $34M | 13% | Sep 2023 |
|
| Pacific Center for Financial Services | 624k | $33M | 2% | Sep 2023 |
|
| First Foundation Advisors | 617k | $33M | 81% | Sep 2023 |
|
| Sage Advisory Services | 609k | $33M | 4% | Sep 2023 |
|
| Oakworth Capital | 605k | $32M | -5% | Sep 2023 |
|
| Ergawealth Advisors | 601k | $32M | -2% | Sep 2023 |
|
| Gail Mannix | 601k | $32M | 5% | Sep 2023 |
|
| Brian McDonald | 593k | $32M | 100% | Sep 2023 |
|
| Prime Capital Investment Advisors | 593k | $32M | -17% | Sep 2023 |
|
| Wealth Enhancement Advisory Services | 583k | $31M | 100% | Sep 2023 |
|
| Magnus Financial Group | 572k | $31M | 0% | Sep 2023 |
|
| H D Vest Advisory Services | 563k | $30M | 232% | Sep 2023 |
|
| Financial Partners Group | 540k | $29M | 4% | Sep 2023 |
|
| Central Trust & Investment | 532k | $29M | 6% | Sep 2023 |
|
| CFO4Life | 523k | $28M | 5% | Sep 2023 |
|
| JNB Advisors | 521k | $28M | 15% | Sep 2023 |
|
| Kathmere Capital Management | 518k | $28M | 5% | Sep 2023 |
|
| Kestra Advisory Services | 501k | $27M | 8% | Sep 2023 |
|
| Eaton Financial Holdings Company | 500k | $27M | -5% | Sep 2023 |
|
| Leverty Financial Group | 489k | $26M | 56% | Sep 2023 |
|
| Thrivent Financial for Lutherans | 470k | $25M | -10% | Sep 2023 |
|
| Steward Partners Investment Advisory | 468k | $25M | 11% | Sep 2023 |
|
| Prospera Financial Services | 459k | $25M | 13% | Sep 2023 |
|
| Bouchey Financial | 457k | $25M | 1% | Sep 2023 |
|
| National Asset Management | 455k | $24M | -4% | Sep 2023 |
|
| Integrated Wealth Concepts | 451k | $24M | -15% | Sep 2023 |
|
| Cary Street Partner Investment Advisory | 451k | $24M | 17% | Sep 2023 |
|
| Ten Capital Wealth Advisors | 450k | $25M | -3% | Jun 2023 |
|
| Corrigan Financial | 438k | $23M | -1% | Sep 2023 |
|
| American Planning Services | 437k | $23M | 2% | Sep 2023 |
|
| LLBH Private Wealth Management | 434k | $23M | -15% | Sep 2023 |
|
| Wagner Wealth Management | 426k | $23M | 2% | Sep 2023 |
|
| Financial Services Advisory | 409k | $22M | -1% | Sep 2023 |
|
| CI Private Wealth | 402k | $22M | 0% | Sep 2023 |
|
| Confluence Wealth Services | 401k | $22M | 15% | Sep 2023 |
|
| Tradition Wealth Management | 387k | $21M | 2% | Sep 2023 |
|
| Guardian Wealth Advisors, Llc / Nc | 384k | $21M | -10% | Sep 2023 |
|
| Integrated Advisors Network | 379k | $20M | -1% | Sep 2023 |
|
| Bernardo Wealth Planning | 373k | $20M | 5% | Sep 2023 |
|
| Richard P Slaughter Associates | 371k | $20M | -30% | Sep 2023 |
|
| Patten & Patten | 362k | $19M | 8% | Sep 2023 |
|
| Hilltop Wealth Advisors | 360k | $19M | 1% | Sep 2023 |
|
| Stephens | 360k | $19M | 21% | Sep 2023 |
|
| Bricktown Capital | 358k | $19M | 43% | Sep 2023 |
|
| Mutual Advisors | 357k | $19M | 3% | Sep 2023 |
|
| Wright Fund Managment | 355k | $19M | 3% | Sep 2023 |
|
| Element Pointe Advisors | 355k | $19M | 3% | Sep 2023 |
|
| Financial Architects | 354k | $20M | 7% | Jun 2023 |
|
| Captrust Financial Advisors | 353k | $19M | -1% | Sep 2023 |
|
| Fragasso | 351k | $19M | 0% | Jun 2023 |
|
| Synovus Financial Corp. | 344k | $19M | -14% | Sep 2023 |
|
| J.w. Cole Advisors | 342k | $18M | 21% | Sep 2023 |
|
| HBW Advisory Services | 336k | $23M | -26% | Sep 2023 |
|
| Sandy Spring Bank | 323k | $17M | 13% | Sep 2023 |
|
| Mjp Associates | 321k | $17M | 5% | Sep 2023 |
|
| Goldstein Advisors | 318k | $17M | 6% | Sep 2023 |
|
| Mariner Wealth Advisors | 316k | $17M | 35% | Sep 2023 |
|
| Pinnacle Wealth Management Advisory | 313k | $17M | 5% | Sep 2023 |
|
| TCG Advisory Services | 313k | $17M | 19% | Sep 2023 |
|
| Beaumont Financial Advisors | 312k | $17M | 0% | Sep 2023 |
|
| Toronto-Dominion Bank | 300k | $16M | -20% | Sep 2023 |
|
| Derbend Asset Management | 297k | $16M | -9% | Sep 2023 |
|
| Advisor OS | 294k | $16M | 19% | Sep 2023 |
|
| Dubuque Bank & Trust | 287k | $15M | 3% | Sep 2023 |
|
| Fundamentun | 272k | $15M | 8% | Sep 2023 |
|
| Connectus Wealth | 264k | $14M | 100% | Sep 2023 |
|
| Carr Financial Group Corp | 251k | $13M | 18% | Sep 2023 |
|
| U.S. Capital Wealth Advisors | 248k | $13M | 21% | Sep 2023 |
|
| Financial Counselors | 246k | $13M | 100% | Sep 2023 |
|
| Spire Wealth Management | 244k | $13M | 11% | Sep 2023 |
|
| Teamwork Financial Advisors | 243k | $13M | 11% | Sep 2023 |
|
| Beacon Pointe Advisors | 240k | $13M | 197% | Sep 2023 |
|
| Sigma Planning | 239k | $13M | 4% | Sep 2023 |
|
| Cresset Asset Management | 238k | $13M | -13% | Sep 2023 |
|
| Honkamp Krueger Financial Services | 233k | $13M | 100% | Sep 2023 |
|
| Investment Advisory Services | 232k | $12M | -2% | Sep 2023 |
|
| Mechanics Bank Trust Department / The Mechanics Bank | 231k | $12M | 21% | Sep 2023 |
|
| Advisory Services Network | 226k | $12M | 14% | Sep 2023 |
|
| Johnson Bixby & Associates | 225k | $12M | -40% | Sep 2023 |
|
| Cary Street Partners Asset Management | 224k | $12M | 10% | Sep 2023 |
|
| MADDEN SECURITIES Corp | 222k | $12M | 6% | Sep 2023 |
|
| Orion Portfolio Solutions | 221k | $12M | -7% | Sep 2023 |
|
| Meridian Financial Partners | 221k | $12M | 5% | Sep 2023 |
|
| Hennion & Walsh Asset Management | 220k | $12M | 6% | Sep 2023 |
|
| Iron Horse Wealth Management | 216k | $12M | 2% | Sep 2023 |
|
| Hudson Capital Management | 214k | $12M | 3% | Sep 2023 |
|
| Cooper Financial Group | 214k | $11M | 14% | Sep 2023 |
|
| Reitz Capital Advisors | 213k | $11M | 7% | Sep 2023 |
|
| D'Orazio & Associates | 211k | $11M | -26% | Sep 2023 |
|
| Childress Capital Advisors | 210k | $11M | -20% | Sep 2023 |
|
| Community Bank | 210k | $11M | 0% | Sep 2023 |
|
| Dynamic Advisors Solutions | 206k | $11M | -4% | Sep 2023 |
|
| Jaffetilchin Investment Partners | 201k | $11M | 2% | Sep 2023 |
|
| PFG Advisors | 201k | $11M | 4% | Sep 2023 |
|
| Argent Trust | 200k | $11M | 20% | Sep 2023 |
|
| Caerus Investment Advisors | 197k | $11M | 459% | Sep 2023 |
|
| Global Wealth Management Investment Advisory | 197k | $11M | 43% | Sep 2023 |
|
| Prevail Innovative Wealth Advisors | 196k | $11M | 6% | Sep 2023 |
|
| Financial Guidance Group | 195k | $10M | 3% | Sep 2023 |
|
| Appleton Partners | 194k | $10M | 15% | Sep 2023 |
|
| Cassia Capital Partners | 192k | $10M | -2% | Sep 2023 |
|
| Allen Capital Group | 176k | $9.3M | -21% | Sep 2023 |
|
| Country Club Bank | 176k | $9.5M | -22% | Sep 2023 |
|
| Capital Advisors Wealth Management | 151k | $8.1M | -46% | Sep 2023 |
|
| SlateStone Wealth | 147k | $7.9M | -44% | Sep 2023 |
|
| Avestar Capital | 142k | $7.6M | -59% | Sep 2023 |
|
| Compass Ion Advisors | 29k | $1.5M | -97% | Sep 2023 |
|
Who sold out of J P Morgan Exchange-traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Marks Wealth | Jun 2023 | 1.6M | $86M |
| Jane Street | Jun 2023 | 376k | $21M |
| Second Half Financial Partners | Jun 2023 | 323k | $18M |
| Renaissance Technologies | Jun 2023 | 293k | $16M |
| NEIRG Wealth Management | Jun 2023 | 288k | $16M |
| International Assets Investment Management | Jun 2023 | 233k | $13M |