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 | 48M | $4.0B | 1% | Mar 2026 |
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| Bank of America Corporation | 31M | $1.8B | 100% | Mar 2026 |
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| Wells Fargo & Company | 16M | $927M | -3% | Mar 2026 |
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| Envestnet Asset Management | 11M | $633M | 13% | Mar 2026 |
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| Royal Bank of Canada | 8.4M | $474M | 4% | Mar 2026 |
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| Raymond James Financial | 8.1M | $464M | 11% | Dec 2025 |
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| LPL Financial | 7.2M | $410M | 73% | Mar 2026 |
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| Nationwide Fund Advisors | 6.9M | $392M | -3% | Mar 2026 |
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| UBS Group | 6.8M | $384M | -6% | Mar 2026 |
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| Cetera Investment Advisers | 6.1M | $345M | 10% | Mar 2026 |
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| Advisor Group Holdings | 5.7M | $326M | -11% | Dec 2025 |
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| Commonwealth Equity Services | 4.4M | $247M | 3% | Mar 2026 |
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| RiverFront Investment Group | 4.2M | $239M | 11% | Mar 2026 |
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| Atlantic Trust | 3.1M | $176M | -5% | Dec 2025 |
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| CIBC Bancorp USA | 2.9M | $167M | 6211% | Mar 2026 |
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| HighTower Advisors | 2.9M | $166M | 1% | Mar 2026 |
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| Stifel Financial | 2.8M | $160M | 0% | Mar 2026 |
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| Janney Montgomery Scott | 2.8M | $159M | 4% | Mar 2026 |
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| Mml Investors Services | 2.7M | $155M | -11% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.6M | $150M | -12% | Mar 2026 |
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| Jones Financial Companies, L.L | 2.5M | $145M | 25% | Dec 2025 |
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| Confluence Wealth Services | 2.4M | $134M | 11% | Mar 2026 |
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| Equitable Holdings | 2.1M | $123M | 16% | Mar 2026 |
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| Bank of New York Mellon | 2.1M | $116M | -4% | Mar 2026 |
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| Cornerstone Advisory | 2.0M | $115M | 3% | Mar 2026 |
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| Pnc Financial Services | 1.9M | $109M | 17% | Mar 2026 |
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| Kestra Advisory Services | 1.8M | $104M | -7% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.8M | $101M | -6% | Mar 2026 |
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| Rockefeller Capital Management | 1.7M | $97M | -2% | Mar 2026 |
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| CWM | 1.7M | $95M | -15% | Dec 2025 |
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| First Foundation Advisors | 1.6M | $89M | 4% | Mar 2026 |
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| Financial Advisory Service | 1.6M | $89M | 1% | Dec 2025 |
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| Capital Advisors | 1.5M | $88M | 40% | Mar 2026 |
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| Enstar Group | 1.5M | $87M | 0% | Mar 2026 |
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| Hamilton Capital Management | 1.4M | $81M | 6% | Mar 2026 |
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| Prosperity Consulting Group | 1.4M | $78M | 7% | Mar 2026 |
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| Union Bankshares | 1.3M | $73M | 26% | Mar 2026 |
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| Hartland & Co | 1.2M | $70M | -5% | Mar 2026 |
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| Hanson McClain Advisors | 1.2M | $70M | 5% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.0M | $59M | 3% | Mar 2026 |
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| Colony | 1.0M | $58M | 20% | Dec 2025 |
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| Baird Financial | 1.0M | $58M | 6% | Dec 2025 |
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| Franklin Resources | 1.0M | $57M | 1% | Mar 2026 |
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| Branch Banking & Trust Company | 994k | $56M | 4% | Mar 2026 |
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| Cary Street Partners Financial | 975k | $55M | 5% | Mar 2026 |
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| SHP Wealth Management | 942k | $53M | 26% | Mar 2026 |
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| Traynor Capital Management | 937k | $54M | 17% | Dec 2025 |
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| Pinnacle Financial Partners | 928k | $53M | 100% | Dec 2025 |
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| Foguth Wealth Management | 920k | $52M | 367% | Mar 2026 |
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| Brookstone Capital Management | 902k | $51M | 5% | Mar 2026 |
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| TCG Advisory Services | 836k | $47M | 15% | Mar 2026 |
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| Nottingham Advisors | 817k | $46M | 22% | Mar 2026 |
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| Apollon Wealth Management | 805k | $46M | 8% | Mar 2026 |
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| Goss Wealth Management | 778k | $44M | 14% | Mar 2026 |
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| Lebenthal Global Advisors | 766k | $44M | 2% | Dec 2025 |
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| Kathmere Capital Management | 756k | $43M | 3% | Mar 2026 |
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| Oakworth Capital | 727k | $41M | 2% | Mar 2026 |
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| Gail Mannix | 718k | $41M | 5% | Mar 2026 |
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| MAI Wealth Advisors | 685k | $39M | 6% | Mar 2026 |
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| Citadel Advisors | 682k | $39M | -6% | Mar 2026 |
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| Susquehanna International | 653k | $37M | 6% | 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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| Mariner Wealth Advisors | 609k | $35M | 22% | Mar 2026 |
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| Stephens | 608k | $35M | -2% | Mar 2026 |
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| Arkadios Wealth Advisors | 606k | $34M | 390% | Mar 2026 |
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| LLBH Private Wealth Management | 604k | $35M | -2% | Dec 2025 |
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| HPM Partners | 548k | $31M | 16% | Mar 2026 |
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| Capital Investment Advisors | 541k | $31M | -9% | Mar 2026 |
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| Integrated Wealth Concepts | 534k | $30M | 52% | Mar 2026 |
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| Huntington Asset Advisors | 534k | $30M | 11% | Mar 2026 |
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| Cornerstone Enterprises | 534k | $30M | -2% | 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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| J.w. Cole Advisors | 525k | $30M | 4% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 503k | $29M | 3% | Mar 2026 |
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| Prime Capital Investment Advisors | 500k | $28M | 166% | Mar 2026 |
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| Horizon Advisory Services | 495k | $28M | 2% | Mar 2026 |
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| Sanctuary Advisors | 486k | $28M | -4% | Mar 2026 |
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| Beacon Pointe Advisors | 476k | $27M | 7% | Dec 2025 |
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| Citigroup | 475k | $27M | 100% | Mar 2026 |
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| Midwest Trust | 472k | $27M | 9% | Mar 2026 |
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| Davenport & Co | 469k | $27M | 4% | Mar 2026 |
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| Aptus Capital Advisors | 465k | $26M | 0% | Mar 2026 |
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| Wagner Wealth Management | 464k | $26M | 3% | Mar 2026 |
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| Lido Advisors | 464k | $26M | 15% | Mar 2026 |
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| Prospera Financial Services | 460k | $26M | 1% | Mar 2026 |
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| New York Life Investment Management | 457k | $26M | -37% | Mar 2026 |
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| Mount Yale Investment Advisors | 435k | $25M | 1192% | Mar 2026 |
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| Orrstown Financial Services | 433k | $25M | 5% | Mar 2026 |
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| HBW Advisory Services | 433k | $25M | -6% | Mar 2026 |
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| Vestmark Advisory Solutions | 433k | $25M | 1020% | Mar 2026 |
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| Wealthcare Advisory Partners | 418k | $24M | 47% | Mar 2026 |
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| Fukoku Mutual Life Insurance | 415k | $24M | 0% | Mar 2026 |
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| Pinnacle Wealth Management Advisory | 412k | $23M | 8% | Mar 2026 |
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| Principal Securities | 411k | $23M | -22% | Mar 2026 |
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| Curran Financial Partners | 406k | $23M | 10% | Mar 2026 |
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| Melia Wealth | 403k | $23M | 3% | Mar 2026 |
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| Honkamp Krueger Financial Services | 395k | $22M | 3% | Mar 2026 |
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| Rsm Us Wealth Management | 394k | $22M | 37% | Mar 2026 |
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| Global Wealth Management Investment Advisory | 387k | $22M | 4% | Mar 2026 |
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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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| Chicago Partners Investment | 373k | $21M | 3% | Mar 2026 |
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| Rezny Wealth Management | 365k | $20M | 0% | Mar 2026 |
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| Great Valley Advisor Group | 356k | $20M | 281% | Mar 2026 |
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| Beacon Financial Advisory | 353k | $20M | -1% | Mar 2026 |
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| Warren Averett Asset Management | 353k | $20M | 1% | Dec 2025 |
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| Brian McDonald | 350k | $20M | -4% | Dec 2025 |
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| Rothschild Investment | 350k | $20M | 5% | Mar 2026 |
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| Fifth Third Bancorp | 348k | $20M | 1476% | Mar 2026 |
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| Mercer Global Advisors | 346k | $20M | -36% | Mar 2026 |
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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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| EP Wealth Advisors | 322k | $18M | 0% | Mar 2026 |
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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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| Harbour Investments | 319k | $18M | 33% | Mar 2026 |
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| Jane Street | 316k | $18M | -67% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 314k | $18M | 99% | Mar 2026 |
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| Oppenheimer & Co | 311k | $18M | 2% | Mar 2026 |
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| Steele Capital Management | 309k | $18M | 1% | Mar 2026 |
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| Tenzing Financial | 308k | $18M | 100% | Mar 2026 |
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| Tobias Financial Advisors | 306k | $17M | 6% | Mar 2026 |
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| AE Wealth Management | 305k | $11M | 25% | Mar 2026 |
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| Bernardo Wealth Planning | 305k | $17M | -6% | Mar 2026 |
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| Thoroughbred Financial Services | 303k | $17M | 1% | Mar 2026 |
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| Americana Partners | 302k | $17M | 0% | Mar 2026 |
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| Capital Investment Advisory Services | 294k | $17M | 30% | Mar 2026 |
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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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| Cresset Asset Management | 291k | $17M | 3% | Mar 2026 |
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| CLS Investments | 290k | $16M | -32% | Mar 2026 |
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| 1 North Wealth Services | 288k | $16M | 1% | Mar 2026 |
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| Advisory Services Network | 287k | $17M | 0% | Dec 2025 |
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| SFMG Wealth Advisors | 287k | $16M | -3% | Mar 2026 |
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| United Capital Financial Advisers | 286k | $16M | 7% | Mar 2026 |
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| William Blair $ Company | 284k | $16M | 20% | Mar 2026 |
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| Creative Planning | 281k | $16M | 21% | Mar 2026 |
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| Fagan Associates | 280k | $16M | 0% | Mar 2026 |
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| St. Clair Advisors | 280k | $16M | 6% | Mar 2026 |
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| D.A. Davidson & Co. | 278k | $16M | 8% | Mar 2026 |
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| Advisors Management Group | 277k | $16M | -6% | Mar 2026 |
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| Patten & Patten | 276k | $16M | -9% | Mar 2026 |
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| Mountain Capital Investment Advisors | 274k | $16M | -9% | Mar 2026 |
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| Fundamentun | 273k | $16M | -24% | Mar 2026 |
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| Tradition Wealth Management | 270k | $15M | -11% | Dec 2025 |
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| Everest Financial Group | 269k | $15M | 100% | Mar 2026 |
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| Wealthfront Advisers | 267k | $15M | 31% | Mar 2026 |
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| Investment Advisory Services | 264k | $15M | -13% | Mar 2026 |
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| SageGuard Financial Group | 224k | $13M | -25% | Mar 2026 |
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| Hilton Capital Management | 188k | $11M | -73% | Dec 2025 |
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| WNY Asset Management | 108k | $6.1M | -68% | Mar 2026 |
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| Centurion Wealth Management | 101k | $5.7M | -62% | Mar 2026 |
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| 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 |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 8.2M | $469M |
| Wealth Enhancement Advisory Services | Dec 2025 | 1.4M | $80M |