Who owns J P MORGAN EXCHANGE-TRADED F?
- Ticker: JPIE
- CUSIP Number: 46641q159
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 | 4.9M | $229M | 142% | Sep 2024 |
|
| Heritage Financial Services | 2.4M | $110M | 5% | Sep 2024 |
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| Royal Bank of Canada | 1.9M | $87M | -2% | Sep 2024 |
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| Sequoia Financial Advisors | 1.6M | $76M | 6% | Sep 2024 |
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| Bank of America Corporation | 1.5M | $71M | 26% | Sep 2024 |
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| Savant Capital Management | 1.4M | $64M | 64% | Sep 2024 |
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| Janney Montgomery Scott | 911k | $42M | 13% | Sep 2024 |
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| Syntegra Private Wealth Group | 883k | $41M | 17% | Sep 2024 |
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| Morgan Stanley | 775k | $35M | 46% | Jun 2024 |
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| Enclave Advisors | 770k | $36M | 100% | Sep 2024 |
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| D'Orazio & Associates | 757k | $35M | 20% | Sep 2024 |
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| Diversified | 601k | $27M | 4% | Jun 2024 |
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| Wagner Wealth Management | 534k | $25M | 38% | Sep 2024 |
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| Vestmark Advisory Solutions | 483k | $22M | 44% | Jun 2024 |
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| Capital Advisors Wealth Management | 471k | $22M | -4% | Sep 2024 |
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| Echo Wealth Management | 434k | $20M | 22% | Sep 2024 |
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| TPG Financial Advisors | 419k | $19M | 0% | Sep 2024 |
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| Pennsylvania Capital Management | 376k | $18M | 6% | Sep 2024 |
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| Scott Capital Advisors | 349k | $16M | 3% | Sep 2024 |
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| Planned Solutions | 313k | $15M | 4% | Sep 2024 |
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| NewEdge Wealth | 302k | $14M | 100% | Sep 2024 |
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| Certified Advisory Corp | 302k | $14M | 29% | Sep 2024 |
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| Smith, Moore & Co. | 289k | $13M | 5% | Sep 2024 |
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| Magnus Financial Group | 285k | $13M | 8% | Sep 2024 |
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| Mount Yale Investment Advisors | 284k | $13M | 7% | Sep 2024 |
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| Focus Financial Network | 280k | $13M | 13% | Sep 2024 |
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| Journey Strategic Wealth | 259k | $12M | 144% | Sep 2024 |
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| Fortress Wealth Management | 250k | $12M | 12% | Sep 2024 |
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| Visionary Wealth Advisors | 245k | $11M | 21% | Sep 2024 |
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| FMA Wealth Management | 242k | $11M | 46% | Sep 2024 |
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| Daymark Wealth Partners | 242k | $11M | 81% | Sep 2024 |
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| Raymond James & Associates | 235k | $11M | 48% | Sep 2024 |
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| Envestnet Asset Management | 221k | $10M | 44% | Sep 2024 |
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| Private Advisor | 212k | $9.8M | 5% | Sep 2024 |
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| Financial Management Professionals | 203k | $9.4M | -2% | Sep 2024 |
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| Wealthcare Advisory Partners | 197k | $9.1M | 23% | Sep 2024 |
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| Advisor Group Holdings | 196k | $9.1M | 31% | Sep 2024 |
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| Lodestar Private Asset Management | 194k | $9.0M | 11% | Sep 2024 |
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| Richard W. Paul & Associates | 190k | $8.8M | 662% | Sep 2024 |
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| Bernardo Wealth Planning | 187k | $8.6M | 14% | Sep 2024 |
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| Prentice Wealth Management | 185k | $8.6M | 6% | Sep 2024 |
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| Cary Street Partners Asset Management | 184k | $8.5M | 26% | Sep 2024 |
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| Mather Group | 171k | $7.9M | 7% | Sep 2024 |
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| Royal Harbor Partners | 171k | $7.9M | 7% | Sep 2024 |
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| Financial Futures Ltd Liability | 161k | $7.5M | 13% | Sep 2024 |
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| Lionsbridge Wealth Management | 160k | $7.4M | -13% | Sep 2024 |
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| Raymond James Financial Services Advisors | 158k | $7.3M | 13% | Sep 2024 |
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| Blue Chip Partners | 151k | $7.0M | -1% | Sep 2024 |
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| Schneider Downs Wealth Management Advisors | 147k | $6.8M | 8% | Sep 2024 |
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| Armor Investment Advisors | 143k | $6.6M | 11% | Sep 2024 |
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| Seascape Capital Management | 142k | $6.6M | -1% | Sep 2024 |
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| Nordwand Advisors | 131k | $6.1M | -33% | Sep 2024 |
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| Commonwealth Equity Services | 129k | $6.0M | 25% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 126k | $5.8M | 35% | Sep 2024 |
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| Investment Planning Advisors | 122k | $5.6M | 0% | Sep 2024 |
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| TBH Global Asset Management | 111k | $5.1M | 12% | Sep 2024 |
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| Mml Investors Services | 109k | $5.0M | 11% | Sep 2024 |
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| Bridgewealth Advisory Group | 105k | $4.9M | 18% | Sep 2024 |
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| Strategies Wealth Advisors | 98k | $4.6M | 10% | Sep 2024 |
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| NavPoint Financial | 98k | $4.6M | 100% | Sep 2024 |
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| SkyOak Wealt | 95k | $4.4M | 17% | Sep 2024 |
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| Cornerstone Advisory | 94k | $4.3M | 1036% | Sep 2024 |
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| Red Mountain Financial | 89k | $4.1M | 11% | Sep 2024 |
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| Marmo Financial Group | 89k | $4.1M | 19% | Sep 2024 |
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| Syverson Strege & Co | 87k | $4.0M | 3% | Sep 2024 |
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| Legacy Investment Solutions | 84k | $3.8M | 100% | Sep 2024 |
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| Legacy Wealth Managment | 84k | $3.8M | 100% | Sep 2024 |
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| Paladin Advisory Group | 83k | $3.8M | 0% | Sep 2024 |
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| Tradition Wealth Management | 82k | $3.8M | 7% | Sep 2024 |
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| Prospera Financial Services | 80k | $3.7M | 1362% | Sep 2024 |
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| MN Wealth Advisors | 79k | $3.6M | 7% | Sep 2024 |
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| O'rourke & Company | 71k | $3.3M | 100% | Sep 2024 |
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| Evolution Wealth Advisors | 64k | $3.0M | 0% | Sep 2024 |
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| Trustmark National Bank - Trust Department | 63k | $2.9M | 53% | Sep 2024 |
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| Kickstand Ventures | 63k | $2.9M | 100% | Sep 2024 |
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| Atria Wealth Solutions | 62k | $2.9M | 261% | Sep 2024 |
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| Clarity Financial | 61k | $2.8M | 100% | Sep 2024 |
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| Econ Financial Services Corp | 59k | $2.7M | 11% | Sep 2024 |
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| MorganRosel Wealth Management | 57k | $2.6M | 3% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 56k | $2.6M | 8% | Sep 2024 |
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| Colony | 56k | $2.6M | 27% | Sep 2024 |
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| Pnc Financial Services | 56k | $2.6M | 252% | Sep 2024 |
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| Family Asset Management | 54k | $2.5M | 24% | Sep 2024 |
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| Gallacher Capital Management | 53k | $2.5M | -6% | Sep 2024 |
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| Kingswood Wealth Advisors | 52k | $2.4M | 100% | Sep 2024 |
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| Janney Capital Management | 51k | $2.4M | -2% | Sep 2024 |
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| Peoples Bank National Association | 49k | $2.3M | -1% | Sep 2024 |
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| Branch Banking & Trust Company | 47k | $2.2M | -3% | Jun 2024 |
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| TCG Advisory Services | 45k | $2.1M | 0% | Jun 2024 |
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| Fiduciary Alliance | 45k | $2.1M | 21% | Sep 2024 |
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| Continuum Advisory | 45k | $2.0M | 3005% | Sep 2024 |
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| OMNI 360 Wealth | 45k | $2.1M | 20% | Sep 2024 |
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| Centurion Wealth Management | 44k | $2.1M | 16% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 44k | $2.1M | 122% | Sep 2024 |
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| Cambridge Investment Research Advisors | 44k | $2.1M | 100% | Sep 2024 |
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| Cetera Investment Advisers | 43k | $2.0M | 35% | Jun 2024 |
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| Lido Advisors | 43k | $1.9M | 100% | Jun 2024 |
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| Herold Advisors | 42k | $1.9M | 1% | Sep 2024 |
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| Envestnet Portfolio Solutions | 40k | $1.9M | 11% | Sep 2024 |
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| First Citizens Financial Corp | 40k | $1.8M | -1% | Sep 2024 |
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| Sigma Planning | 39k | $1.8M | 3% | Sep 2024 |
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| Renaissance Technologies | 39k | $1.8M | 100% | Sep 2024 |
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| Perigon Wealth Management | 38k | $1.8M | 17% | Sep 2024 |
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| Narus Financial Partners | 38k | $1.8M | 57% | Sep 2024 |
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| Axxcess Wealth Management | 37k | $1.7M | -18% | Sep 2024 |
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| Change Path | 37k | $1.7M | 20% | Sep 2024 |
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| Massmutual Trust | 37k | $1.7M | -3% | Sep 2024 |
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| Altus Wealth Management | 36k | $1.7M | 21% | Sep 2024 |
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| Integrated Wealth Concepts | 35k | $1.6M | 0% | Sep 2024 |
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| Beckerman Institutional | 35k | $1.6M | 100% | Sep 2024 |
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| Sage Rhino Capital | 34k | $1.6M | -4% | Sep 2024 |
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| HBW Advisory Services | 34k | $1.6M | -8% | Sep 2024 |
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| Geneos Wealth Management | 34k | $1.5M | 72% | Jun 2024 |
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| Sanctuary Advisors | 33k | $1.5M | 100% | Sep 2024 |
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| Advisory Services Network | 30k | $1.4M | 0% | Sep 2024 |
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| Etesian Wealth Advisors | 29k | $1.4M | 100% | Sep 2024 |
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| Annapolis Financial Services | 27k | $1.2M | 30% | Sep 2024 |
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| Indie Asset Partners | 26k | $1.2M | 7% | Sep 2024 |
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| Rockingstone Advisors | 26k | $1.2M | -5% | Sep 2024 |
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| Thoroughbred Financial Services | 23k | $1.1M | 100% | Sep 2024 |
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| Western Wealth Management | 22k | $1.0M | 100% | Sep 2024 |
|
| John W. Brooker & Co., CPAs | 21k | $984k | -9% | Sep 2024 |
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| Cooper Financial Group | 21k | $950k | -25% | Jun 2024 |
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| Delta Investment Management | 19k | $888k | -2% | Sep 2024 |
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| Harbour Investments | 19k | $868k | 100% | Sep 2024 |
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| Menard Financial Group | 17k | $807k | -2% | Sep 2024 |
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| Financial Advocates Investment Management | 17k | $783k | 28% | Sep 2024 |
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| PDS Planning | 16k | $753k | 100% | Sep 2024 |
|
| Farther Finance Advisors | 16k | $738k | 26% | Sep 2024 |
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| Jane Street | 16k | $736k | -63% | Sep 2024 |
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| Vienna Asset Management | 16k | $721k | 197% | Jun 2024 |
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| Kestra Advisory Services | 16k | $729k | 22% | Sep 2024 |
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| Wayfinding Financial | 15k | $702k | 10% | Sep 2024 |
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| 49 Wealth Management | 15k | $682k | -33% | Sep 2024 |
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| Honkamp Krueger Financial Services | 15k | $664k | 100% | Jun 2024 |
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| Waterfront Wealth | 14k | $643k | 100% | Sep 2024 |
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| Diversify Advisory Services | 14k | $643k | 0% | Sep 2024 |
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| Rockefeller Capital Management | 14k | $631k | 1% | Jun 2024 |
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| Oppenheimer & Co | 13k | $622k | 100% | Sep 2024 |
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| Pensionmark Financial Group | 13k | $605k | 42% | Sep 2024 |
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| Independent Wealth Network | 12k | $572k | 100% | Sep 2024 |
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| GeoWealth Management | 12k | $572k | -2% | Sep 2024 |
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| Walkner Condon Financial Advisors | 12k | $568k | 2% | Sep 2024 |
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| LaFleur & Godfrey | 12k | $560k | 11% | Sep 2024 |
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| First Heartland Consultants | 12k | $543k | -76% | Sep 2024 |
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| Mayfair Advisory Group | 12k | $524k | 0% | Jun 2024 |
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| LPL Financial | 11k | $527k | 79% | Sep 2024 |
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| Belpointe Asset Management | 11k | $501k | -42% | Jun 2024 |
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| Fortis Capital Advisors | 11k | $501k | -42% | Jun 2024 |
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| Creative Planning | 10k | $484k | -27% | Sep 2024 |
|
| Townsquare Capital | 7.6k | $353k | -53% | Sep 2024 |
|
Who sold out of J P Morgan Exchange-traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kensington Asset Management | Mar 2024 | 188k | $8.6M |
| Halbert Hargrove Global Advisors | Jun 2024 | 158k | $7.2M |
| Northern Trust | Mar 2024 | 27k | $1.2M |
| Virtue Capital Management | Mar 2024 | 16k | $711k |
| Citadel Advisors | Jun 2024 | 14k | $635k |
| International Assets Investment Management | Jun 2024 | 11k | $508k |