Who owns J P MORGAN EXCHANGE TRADED F?
- Ticker: JPEF
- CUSIP Number: 46654q781
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 |
|---|---|---|---|---|---|
| Raymond James Financial | 2.2M | $166M | 2% | Dec 2025 |
|
| Honkamp Krueger Financial Services | 1.8M | $128M | 100% | Mar 2026 |
|
| LPL Financial | 1.3M | $95M | 9% | Mar 2026 |
|
| Cetera Investment Advisers | 1.1M | $77M | 95% | Mar 2026 |
|
| Mml Investors Services | 673k | $48M | -23% | Mar 2026 |
|
| Morgan Stanley | 600k | $43M | 12937% | Mar 2026 |
|
| Commonwealth Equity Services | 556k | $40M | 5% | Mar 2026 |
|
| Advisor Group Holdings | 519k | $39M | -4% | Dec 2025 |
|
| Jones Financial Companies, L.L | 513k | $38M | 10% | Dec 2025 |
|
| Beaumont Financial Advisors | 393k | $28M | -23% | Mar 2026 |
|
| Stratos Wealth Partners | 350k | $25M | 10% | Mar 2026 |
|
| Leverty Financial Group | 339k | $24M | 5% | Mar 2026 |
|
| Balance Wealth | 268k | $19M | -26% | Mar 2026 |
|
| Royal Bank of Canada | 260k | $19M | 20% | Mar 2026 |
|
| Wells Fargo & Company | 249k | $18M | 685% | Mar 2026 |
|
| MONECO Advisors | 219k | $16M | -6% | Mar 2026 |
|
| Novem Group | 162k | $12M | -11% | Mar 2026 |
|
| Cozad Asset Management | 139k | $10M | -1% | Mar 2026 |
|
| AlphaCore Capital | 131k | $9.4M | -9% | Mar 2026 |
|
| Envestnet Asset Management | 123k | $8.8M | 8% | Mar 2026 |
|
| Level Four Advisory Services | 120k | $8.9M | 2% | Dec 2025 |
|
| Kestra Advisory Services | 110k | $7.9M | 10% | Mar 2026 |
|
| Crestwood Advisors | 99k | $7.1M | 18% | Mar 2026 |
|
| Davenport & Co | 90k | $6.4M | 2% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 80k | $5.8M | -14% | Mar 2026 |
|
| Kingsview Wealth Management | 77k | $5.5M | 125% | Mar 2026 |
|
| MBL Wealth | 75k | $5.4M | -1% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 71k | $5.1M | 13% | Mar 2026 |
|
| Castle Wealth Management | 70k | $5.0M | 1% | Mar 2026 |
|
| Mariner Wealth Advisors | 68k | $4.9M | 1535% | Mar 2026 |
|
| Investment Planning Advisors | 66k | $4.7M | 3% | Mar 2026 |
|
| Cary Street Partners Financial | 62k | $4.4M | 13% | Mar 2026 |
|
| Magnolia Capital Advisors | 58k | $4.2M | 100% | Mar 2026 |
|
| Janney Montgomery Scott | 52k | $3.7M | -79% | Mar 2026 |
|
| IFP Advisors | 50k | $3.6M | -1% | Mar 2026 |
|
| D.A. Davidson & Co. | 46k | $3.3M | -25% | Mar 2026 |
|
| Thoroughbred Financial Services | 41k | $2.9M | 6% | Mar 2026 |
|
| Flagship Wealth Advisors | 38k | $2.8M | 0% | Dec 2025 |
|
| Hrt Financial | 37k | $2.7M | 100% | Mar 2026 |
|
| Stifel Financial | 37k | $2.7M | -4% | Mar 2026 |
|
| Mutual Advisors | 37k | $2.6M | 2% | Mar 2026 |
|
| D L Carlson Investment Group | 37k | $2.6M | 8% | Mar 2026 |
|
| Fifth Third Securities | 36k | $2.6M | -17% | Mar 2026 |
|
| Equitable Holdings | 32k | $2.4M | -13% | Mar 2026 |
|
| Ignite Planners | 22k | $1.6M | -3% | Mar 2026 |
|
| Susquehanna International | 21k | $1.6M | 159% | Dec 2025 |
|
| Mayflower Financial Advisors | 18k | $1.3M | 100% | Mar 2026 |
|
| Herold Advisors | 18k | $1.3M | 10% | Dec 2025 |
|
| First Citizens Financial Corp | 17k | $1.3M | 0% | Mar 2026 |
|
| Cora Capital Advisors | 17k | $1.2M | 15% | Mar 2026 |
|
| SFG Wealth Management | 16k | $1.1M | -56% | Mar 2026 |
|
| Capital Advisors | 15k | $1.1M | -2% | Mar 2026 |
|
| Morangie Management | 15k | $1.1M | 0% | Mar 2026 |
|
| Southland Equity Partners | 15k | $1.1M | 3% | Mar 2026 |
|
| Pensionmark Financial Group | 13k | $949k | 0% | Mar 2026 |
|
| 5T Wealth | 13k | $923k | -4% | Mar 2026 |
|
| Prosperity Financial Group | 13k | $905k | -2% | Mar 2026 |
|
| Capital Advisors Wealth Management | 12k | $889k | 13% | Mar 2026 |
|
| Willow Financial | 11k | $815k | -12% | Mar 2026 |
|
| Concurrent Investment Advisors | 11k | $810k | 17% | Mar 2026 |
|
| Medallion Wealth Advisors | 11k | $786k | 100% | Mar 2026 |
|
| Private Advisor | 11k | $758k | 3% | Mar 2026 |
|
| Steward Partners Investment Advisory | 11k | $752k | -66% | Mar 2026 |
|
| Luther King Capital Management Corporation | 10k | $738k | 100% | Mar 2026 |
|
| United Capital Financial Advisers | 10k | $728k | 0% | Mar 2026 |
|
| Modern Wealth Management | 8.7k | $648k | 26% | Dec 2025 |
|
| Resources Investment Advisors | 8.3k | $594k | 2% | Mar 2026 |
|
| Snowden Capital Advisors | 7.9k | $587k | -2% | Dec 2025 |
|
| Mercer Global Advisors | 7.4k | $530k | 0% | Mar 2026 |
|
| Csenge Advisory Group | 7.2k | $519k | -1% | Mar 2026 |
|
| Integrated Wealth Concepts | 7.2k | $518k | 100% | Mar 2026 |
|
| Atlas Private Wealth Advisors | 7.0k | $500k | 16% | Mar 2026 |
|
| Ameriprise Financial | 5.8k | $419k | 12% | Mar 2026 |
|
| Integrity Wealth Advisors | 5.6k | $399k | -34% | Mar 2026 |
|
| Essex Financial Services | 5.0k | $357k | 0% | Mar 2026 |
|
| Lodestar Private Asset Management | 4.6k | $328k | 5% | Mar 2026 |
|
| Kestra Private Wealth Services | 4.5k | $323k | -3% | Mar 2026 |
|
| Independent Advisor Alliance | 4.4k | $315k | 100% | Mar 2026 |
|
| Resources Management Corp | 4.4k | $313k | 0% | Mar 2026 |
|
| Brown Advisory Holdings Incorporated | 4.2k | $305k | 0% | Mar 2026 |
|
| Prime Capital Investment Advisors | 3.9k | $277k | 100% | Mar 2026 |
|
| Fifth Third Bancorp | 3.9k | $277k | 715% | Mar 2026 |
|
| WNY Asset Management | 3.5k | $254k | -22% | Mar 2026 |
|
| Parsons Capital Management | 3.3k | $239k | -25% | Mar 2026 |
|
| GoalVest Advisory | 3.3k | $237k | 0% | Mar 2026 |
|
| Gentry Private Wealth | 3.3k | $237k | 0% | Mar 2026 |
|
| Wealthcare Advisory Partners | 3.3k | $236k | -14% | Mar 2026 |
|
| Independent Financial Group | 3.2k | $231k | 18% | Mar 2026 |
|
| Northland Securities | 3.1k | $224k | -8% | Mar 2026 |
|
| Advisory Alpha | 2.9k | $211k | -21% | Mar 2026 |
|
| HBK Sorce Advisory | 2.8k | $225k | 0% | Mar 2026 |
|
| 3Chopt Investment Partners | 1.9k | $135k | 0% | Mar 2026 |
|
| Brian McDonald | 1.9k | $140k | 0% | Dec 2025 |
|
| International Assets Investment Management | 1.8k | $130k | 0% | Mar 2026 |
|
| Private Trust Co Na | 1.5k | $109k | -12% | Mar 2026 |
|
| Strategic Wealth Advisors | 1.1k | $76k | 100% | Mar 2026 |
|
| Qube Research & Technologies | 933.00 | $70k | 29% | Dec 2025 |
|
| Global Retirement Partners | 872.00 | $65k | -17% | Dec 2025 |
|
| Root Financial Partners | 863.00 | $62k | -2% | Mar 2026 |
|
| Western Wealth Management | 858.00 | $62k | 100% | Mar 2026 |
|
| Harbour Investments | 822.00 | $59k | -77% | Mar 2026 |
|
| Us Bancorp | 804.00 | $60k | 1% | Dec 2025 |
|
| Farther Finance Advisors | 787.00 | $57k | -97% | Mar 2026 |
|
| Godsey and Gibb | 773.00 | $56k | 0% | Mar 2026 |
|
| Golden State Equity Partners | 761.00 | $55k | 100% | Mar 2026 |
|
| 1015 Capital Partners | 750.00 | $54k | 0% | Mar 2026 |
|
| Kayne Anderson Rudnick Investment Management | 714.00 | $53k | 0% | Dec 2025 |
|
| CWM | 700.00 | $52k | 0% | Dec 2025 |
|
| Financial Network Wealth Advisors | 502.00 | $38k | 0% | Dec 2025 |
|
| Tower Research Capital | 391.00 | $29k | -94% | Dec 2025 |
|
| DiNuzzo Private Wealth | 278.00 | $20k | 0% | Mar 2026 |
|
| Pinnacle Bank | 270.00 | $19k | 0% | Mar 2026 |
|
| Russell Investments | 159.00 | $11k | 100% | Mar 2026 |
|
| Twin Peaks Wealth Advisors | 125.00 | $9.0k | 100% | Mar 2026 |
|
| Capital Analysts | 117.00 | $8.0k | -99% | Mar 2026 |
|
| Hazlett, Burt & Watson | 116.00 | $8.0k | 0% | Mar 2026 |
|
| CoreCap Advisors | 100.00 | $7.2k | 100% | Mar 2026 |
|
| Sunbelt Securities | 95.00 | $6.8k | 100% | Mar 2026 |
|
| AdvisorNet Financial | 80.00 | $5.7k | 100% | Mar 2026 |
|
| Coastal Investment Advisors | 76.00 | $5.5k | -63% | Mar 2026 |
|
| AE Wealth Management | 67.00 | $4.8k | -41% | Mar 2026 |
|
| Johnson Financial Group | 56.00 | $4.0k | 0% | Mar 2026 |
|
| FMR | 41.00 | $3.1k | 0% | Dec 2025 |
|
| Strive Financial Group | 22.00 | $2.0k | 100% | Mar 2026 |
|
| Cary Street Partner Investment Advisory | 18.00 | $1.3k | -25% | Mar 2026 |
|
| Whittier Trust Co. of Nevada | 2.00 | $145.000000 | 100% | Mar 2026 |
|
Who sold out of J P Morgan Exchange Traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2025 | 220k | $17M |
| Jpmorgan Chase & Co | Sep 2025 | 71k | $5.3M |
| Empire Life Investments | Dec 2025 | 44k | $3.3M |
| Branch Banking & Trust Company | Dec 2025 | 33k | $2.4M |
| Citadel Advisors | Dec 2025 | 9.2k | $690k |
| Vienna Asset Management | Dec 2025 | 5.6k | $421k |
| CLS Investments | Dec 2025 | 5.4k | $406k |
| Denver Wealth Management | Dec 2025 | 4.9k | $365k |
| Wealth Enhancement Advisory Services | Dec 2025 | 4.2k | $316k |
| NCP | Dec 2025 | 4.2k | $310k |
| Intl Fcstone | Dec 2025 | 3.3k | $247k |
| Kingswood Wealth Advisors | Dec 2025 | 3.2k | $240k |
| Captrust Financial Advisors | Sep 2025 | 2.9k | $214k |
| CIBC World Markets | Dec 2025 | 2.9k | $215k |
| Carnegie Lake Advisors | Dec 2025 | 2.9k | $213k |
| UBS Group | Dec 2025 | 2.1k | $156k |
| Advisory Services Network | Sep 2025 | 55.00 | $4.1k |
| Bridge Generations Wealth Management | Dec 2025 | 13.00 | $970.999900 |