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 | 5.0M | $228M | 1% | Dec 2024 |
|
| Heritage Financial Services | 2.5M | $112M | 4% | Dec 2024 |
|
| Savant Capital Management | 1.9M | $88M | 39% | Dec 2024 |
|
| Royal Bank of Canada | 1.9M | $86M | 0% | Dec 2024 |
|
| Bank of America Corporation | 1.9M | $84M | 21% | Dec 2024 |
|
| Sequoia Financial Advisors | 1.8M | $81M | 9% | Dec 2024 |
|
| Morgan Stanley | 1.3M | $62M | 7% | Dec 2024 |
|
| Janney Montgomery Scott | 1.1M | $53M | 29% | Mar 2025 |
|
| Warren Averett Asset Management | 987k | $45M | 147% | Dec 2024 |
|
| Syntegra Private Wealth Group | 925k | $42M | 5% | Dec 2024 |
|
| Enclave Advisors | 812k | $37M | -2% | Mar 2025 |
|
| D'Orazio & Associates | 795k | $36M | 5% | Dec 2024 |
|
| Diversified Enterprises | 640k | $29M | 100% | Dec 2024 |
|
| Wagner Wealth Management | 560k | $26M | 5% | Dec 2024 |
|
| Vestmark Advisory Solutions | 541k | $25M | -4% | Dec 2024 |
|
| Cornerstone Advisory | 492k | $23M | 426% | Dec 2024 |
|
| Planned Solutions | 476k | $22M | 3% | Mar 2025 |
|
| Capital Advisors Wealth Management | 471k | $22M | 0% | Dec 2024 |
|
| Raymond James Financial | 457k | $21M | 100% | Dec 2024 |
|
| Echo Wealth Management | 440k | $20M | 1% | Dec 2024 |
|
| Wealthcare Advisory Partners | 431k | $20M | 107% | Mar 2025 |
|
| TPG Financial Advisors | 422k | $19M | -3% | Mar 2025 |
|
| Pennsylvania Capital Management | 392k | $18M | 4% | Dec 2024 |
|
| Scott Capital Advisors | 370k | $17M | 6% | Dec 2024 |
|
| Envestnet Asset Management | 348k | $16M | 57% | Dec 2024 |
|
| Certified Advisory Corp | 333k | $15M | 10% | Dec 2024 |
|
| Mount Yale Investment Advisors | 321k | $15M | 5% | Mar 2025 |
|
| Smith, Moore & Co. | 320k | $15M | 11% | Dec 2024 |
|
| Lineweaver Wealth Advisors | 311k | $14M | 100% | Dec 2024 |
|
| NewEdge Wealth | 308k | $14M | 2% | Dec 2024 |
|
| Magnus Financial Group | 306k | $14M | 2% | Mar 2025 |
|
| Daymark Wealth Partners | 303k | $14M | 33% | Mar 2025 |
|
| Journey Strategic Wealth | 295k | $13M | 14% | Dec 2024 |
|
| Fortress Wealth Management | 279k | $13M | 12% | Dec 2024 |
|
| Private Advisor | 248k | $11M | 17% | Dec 2024 |
|
| Visionary Wealth Advisors | 247k | $11M | 1% | Dec 2024 |
|
| FMA Wealth Management | 245k | $11M | 1% | Dec 2024 |
|
| Focus Financial Network | 238k | $11M | -2% | Mar 2025 |
|
| Lodestar Private Asset Management | 223k | $10M | 15% | Dec 2024 |
|
| Investment Planning Advisors | 220k | $10M | 80% | Dec 2024 |
|
| NavPoint Financial | 215k | $9.9M | 36% | Mar 2025 |
|
| Advisor Group Holdings | 213k | $9.9M | 9% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 208k | $9.6M | 41% | Mar 2025 |
|
| Bernardo Wealth Planning | 202k | $9.2M | 8% | Dec 2024 |
|
| Richard W. Paul & Associates | 195k | $8.9M | 3% | Dec 2024 |
|
| Financial Management Professionals | 191k | $8.8M | -3% | Mar 2025 |
|
| Schneider Downs Wealth Management Advisors | 180k | $8.2M | 22% | Dec 2024 |
|
| Royal Harbor Partners | 177k | $8.1M | 4% | Dec 2024 |
|
| Mather Group | 172k | $7.8M | 0% | Dec 2024 |
|
| Atria Wealth Solutions | 167k | $7.6M | 172% | Dec 2024 |
|
| Blue Chip Partners | 163k | $7.4M | 8% | Dec 2024 |
|
| Lionsbridge Wealth Management | 152k | $6.9M | -5% | Dec 2024 |
|
| Seascape Capital Management | 148k | $6.7M | 4% | Dec 2024 |
|
| Prospera Financial Services | 146k | $6.6M | 82% | Dec 2024 |
|
| Armor Investment Advisors | 144k | $6.6M | 0% | Dec 2024 |
|
| Commonwealth Equity Services | 138k | $6.3M | 8% | Dec 2024 |
|
| Blue Investment Partners | 132k | $6.0M | 100% | Dec 2024 |
|
| Nordwand Advisors | 131k | $6.0M | 0% | Dec 2024 |
|
| Branch Banking & Trust Company | 126k | $5.7M | 91% | Dec 2024 |
|
| Bridgewealth Advisory Group | 125k | $5.7M | 19% | Dec 2024 |
|
| SkyOak Wealt | 119k | $5.4M | 25% | Dec 2024 |
|
| O'rourke & Company | 119k | $5.4M | 67% | Dec 2024 |
|
| Goss Wealth Management | 119k | $5.4M | 12% | Dec 2024 |
|
| Mml Investors Services | 118k | $5.4M | 9% | Dec 2024 |
|
| Marmo Financial Group | 108k | $5.0M | 17% | Mar 2025 |
|
| Cetera Investment Advisers | 106k | $4.8M | 47% | Dec 2024 |
|
| Perigon Wealth Management | 101k | $4.6M | 167% | Dec 2024 |
|
| Pnc Financial Services | 101k | $4.6M | 81% | Dec 2024 |
|
| Kelly Financial Group | 98k | $4.5M | 100% | Mar 2025 |
|
| Red Mountain Financial | 96k | $4.4M | 8% | Dec 2024 |
|
| Advisory Services Network | 91k | $4.2M | 207% | Dec 2024 |
|
| Syverson Strege & Co | 90k | $4.1M | 3% | Dec 2024 |
|
| Tradition Wealth Management | 87k | $4.0M | 6% | Dec 2024 |
|
| Kickstand Ventures | 85k | $3.9M | 36% | Dec 2024 |
|
| Strategies Wealth Advisors | 85k | $3.9M | -14% | Dec 2024 |
|
| Trustmark National Bank - Trust Department | 79k | $3.6M | 26% | Dec 2024 |
|
| Keystone Financial Services | 79k | $3.6M | 100% | Dec 2024 |
|
| Paladin Advisory Group | 78k | $3.6M | -1% | Mar 2025 |
|
| Renaissance Technologies | 78k | $3.5M | 100% | Dec 2024 |
|
| Mutual Advisors | 78k | $3.5M | 1666% | Dec 2024 |
|
| Legacy Investment Solutions | 75k | $3.4M | -10% | Dec 2024 |
|
| Legacy Wealth Managment | 75k | $3.4M | -10% | Dec 2024 |
|
| MN Wealth Advisors | 71k | $3.3M | -9% | Dec 2024 |
|
| Geneos Wealth Management | 70k | $3.2M | 15% | Dec 2024 |
|
| Martin Worley Group | 66k | $3.0M | 100% | Dec 2024 |
|
| Jane Street | 63k | $2.9M | 296% | Dec 2024 |
|
| Evolution Wealth Advisors | 61k | $2.8M | -4% | Dec 2024 |
|
| Narus Financial Partners | 61k | $2.8M | 61% | Dec 2024 |
|
| TBH Global Asset Management | 61k | $2.8M | -45% | Dec 2024 |
|
| Krilogy Financial | 60k | $2.8M | 100% | Mar 2025 |
|
| Patriot Financial Group Insurance Agency | 59k | $2.7M | 23% | Mar 2025 |
|
| MorganRosel Wealth Management | 58k | $2.7M | 3% | Dec 2024 |
|
| Colony | 58k | $2.6M | 3% | Dec 2024 |
|
| Continuum Advisory | 57k | $2.6M | 27% | Dec 2024 |
|
| U.S. Capital Wealth Advisors | 57k | $2.6M | 1% | Dec 2024 |
|
| LPL Financial | 56k | $2.5M | 388% | Dec 2024 |
|
| Gallacher Capital Management | 53k | $2.4M | 0% | Dec 2024 |
|
| Econ Financial Services Corp | 50k | $2.3M | -15% | Dec 2024 |
|
| Peoples Bank National Association | 50k | $2.3M | 2% | Dec 2024 |
|
| OMNI 360 Wealth | 49k | $2.3M | 11% | Dec 2024 |
|
| Janney Capital Management | 49k | $2.2M | -4% | Dec 2024 |
|
| Sage Rhino Capital | 48k | $2.2M | 39% | Dec 2024 |
|
| Fiduciary Alliance | 48k | $2.2M | 1% | Mar 2025 |
|
| Envestnet Portfolio Solutions | 47k | $2.1M | 17% | Dec 2024 |
|
| Kingswood Wealth Advisors | 47k | $2.1M | -10% | Dec 2024 |
|
| First Citizens Financial Corp | 46k | $2.1M | 4% | Mar 2025 |
|
| Centurion Wealth Management | 46k | $2.1M | 0% | Mar 2025 |
|
| Herold Advisors | 43k | $1.9M | 1% | Dec 2024 |
|
| Beckerman Institutional | 42k | $1.9M | 20% | Dec 2024 |
|
| TCG Advisory Services | 42k | $1.9M | -7% | Dec 2024 |
|
| Vienna Asset Management | 41k | $1.9M | 53% | Dec 2024 |
|
| 5T Wealth | 41k | $1.9M | 100% | Dec 2024 |
|
| Integrated Wealth Concepts | 40k | $1.8M | 14% | Dec 2024 |
|
| Etesian Wealth Advisors | 40k | $1.8M | 36% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 40k | $1.8M | -11% | Dec 2024 |
|
| Western Wealth Management | 39k | $1.8M | 76% | Dec 2024 |
|
| Sigma Planning | 39k | $1.8M | -1% | Dec 2024 |
|
| Altus Wealth Management | 38k | $1.7M | 7% | Dec 2024 |
|
| Kingsview Wealth Management | 37k | $1.7M | 100% | Dec 2024 |
|
| Modera Wealth Management | 37k | $1.7M | 100% | Dec 2024 |
|
| HBW Advisory Services | 37k | $1.7M | -12% | Mar 2025 |
|
| Citadel Advisors | 37k | $1.7M | 100% | Dec 2024 |
|
| Kestra Advisory Services | 35k | $1.6M | 122% | Dec 2024 |
|
| Axxcess Wealth Management | 34k | $1.5M | -9% | Dec 2024 |
|
| Change Path | 32k | $1.4M | -15% | Dec 2024 |
|
| Massmutual Trust | 30k | $1.4M | -19% | Dec 2024 |
|
| Financial Futures Ltd Liability | 29k | $1.3M | -82% | Dec 2024 |
|
| MADDEN SECURITIES Corp | 29k | $1.3M | 6% | Mar 2025 |
|
| D.A. Davidson & Co. | 29k | $1.3M | 353% | Dec 2024 |
|
| Indie Asset Partners | 28k | $1.3M | 7% | Dec 2024 |
|
| Seamount Financial Group | 28k | $1.3M | 100% | Dec 2024 |
|
| Triad Wealth Partners | 26k | $1.2M | 100% | Dec 2024 |
|
| Wise Wealth Partners | 25k | $1.1M | 100% | Dec 2024 |
|
| Stifel Financial | 24k | $1.1M | 101% | Dec 2024 |
|
| Rockingstone Advisors | 24k | $1.1M | 0% | Mar 2025 |
|
| Montecito Bank & Trust | 23k | $1.1M | 40% | Mar 2025 |
|
| PFG Investments | 23k | $1.0M | 2% | Dec 2024 |
|
| Talon Private Wealth | 23k | $1.0M | 100% | Dec 2024 |
|
| Triumph Capital Management | 23k | $1.0M | 17% | Dec 2024 |
|
| Cooper Financial Group | 23k | $1.0M | 100% | Dec 2024 |
|
| Transce3nd | 23k | $1.0M | 100% | Dec 2024 |
|
| Thoroughbred Financial Services | 22k | $1.0M | -4% | Dec 2024 |
|
| John W. Brooker & Co., CPAs | 21k | $945k | -2% | Dec 2024 |
|
| Greenwich Wealth Management | 21k | $941k | 100% | Dec 2024 |
|
| Harbour Investments | 20k | $889k | 4% | Dec 2024 |
|
| Element Wealth | 19k | $853k | 100% | Dec 2024 |
|
| Oppenheimer & Co | 18k | $835k | 37% | Dec 2024 |
|
| Rockefeller Capital Management | 18k | $827k | 14% | Dec 2024 |
|
| Cresset Asset Management | 18k | $809k | 1% | Dec 2024 |
|
| Pensionmark Financial Group | 18k | $802k | 35% | Dec 2024 |
|
| Delta Investment Management | 16k | $741k | -15% | Dec 2024 |
|
| Fermata Advisors | 12k | $566k | -86% | Mar 2025 |
|
| Sanctuary Advisors | 12k | $543k | -64% | Dec 2024 |
|
| Prentice Wealth Management | 6.5k | $297k | -96% | Dec 2024 |
|
| Cary Street Partner Investment Advisory | 3.8k | $172k | -97% | Dec 2024 |
|
Who sold out of J P Morgan Exchange-traded F?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Clarity Financial | Sep 2024 | 61k | $2.8M |
| Lido Advisors | Sep 2024 | 43k | $2.0M |
| Old Mission Capital | Sep 2024 | 20k | $924k |