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 |
|---|---|---|---|---|---|
| Morgan Stanley | 7.1M | $329M | 5% | Mar 2026 |
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| Savant Capital Management | 6.4M | $296M | 82% | Mar 2026 |
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| Sequoia Financial Advisors | 6.4M | $294M | 14% | Mar 2026 |
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| Wells Fargo & Company | 5.8M | $266M | 54% | Mar 2026 |
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| Bank of America Corporation | 3.6M | $167M | 100% | Mar 2026 |
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| Heritage Financial Services | 2.8M | $132M | 24% | Dec 2025 |
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| Envestnet Asset Management | 2.6M | $120M | 2% | Mar 2026 |
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| Royal Bank of Canada | 2.3M | $106M | 8% | Mar 2026 |
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| Warren Averett Asset Management | 2.3M | $105M | 8% | Dec 2025 |
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| Advisor Group Holdings | 1.5M | $69M | -23% | Dec 2025 |
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| Raymond James Financial | 1.5M | $68M | 66% | Dec 2025 |
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| Arkadios Wealth Advisors | 1.2M | $55M | 301% | Mar 2026 |
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| Cary Street Partners Financial | 1.1M | $52M | 6% | Mar 2026 |
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| Syntegra Private Wealth Group | 1.1M | $51M | 2% | Mar 2026 |
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| Williams Financial | 1.1M | $48M | 0% | Mar 2026 |
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| Janney Montgomery Scott | 1.0M | $48M | -7% | Mar 2026 |
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| D'Orazio & Associates | 946k | $44M | 1% | Mar 2026 |
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| Hilton Capital Management | 928k | $43M | 3% | Dec 2025 |
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| Wagner Wealth Management | 905k | $42M | 4% | Mar 2026 |
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| Rockefeller Capital Management | 885k | $41M | -22% | Mar 2026 |
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| Enclave Advisors | 878k | $41M | -6% | Mar 2026 |
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| Branch Banking & Trust Company | 810k | $37M | -3% | Mar 2026 |
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| Diversified Enterprises | 760k | $35M | 3% | Dec 2025 |
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| Cetera Investment Advisers | 734k | $34M | 33% | Mar 2026 |
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| LPL Financial | 721k | $33M | 11% | Mar 2026 |
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| Cornerstone Advisory | 689k | $32M | 9% | Mar 2026 |
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| Capital Advisors Wealth Management | 657k | $30M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 637k | $29M | 10% | Mar 2026 |
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| Lodestar Private Asset Management | 602k | $28M | 15% | Mar 2026 |
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| Wealthcare Advisory Partners | 595k | $27M | 12% | Mar 2026 |
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| Lineweaver Wealth Advisors | 585k | $27M | 6% | Mar 2026 |
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| Evergreen Wealth Solutions | 577k | $27M | 60% | Mar 2026 |
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| Scott Capital Advisors | 572k | $26M | 3% | Mar 2026 |
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| NewEdge Wealth | 567k | $26M | 6% | Mar 2026 |
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| Stifel Financial | 556k | $26M | 3% | Mar 2026 |
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| Confluence Wealth Services | 556k | $26M | 21% | Mar 2026 |
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| D.A. Davidson & Co. | 552k | $25M | 8% | Mar 2026 |
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| Armor Investment Advisors | 543k | $25M | 56% | Mar 2026 |
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| Resonant Capital Advisors | 542k | $25M | 100% | Mar 2026 |
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| Planned Solutions | 533k | $25M | 3% | Mar 2026 |
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| Longview Financial Advisors | 520k | $24M | 2% | Mar 2026 |
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| True North Advisors | 520k | $24M | 100% | Mar 2026 |
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| TPG Financial Advisors | 519k | $24M | 4% | Mar 2026 |
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| Visionary Wealth Advisors | 507k | $23M | -10% | Mar 2026 |
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| NavPoint Financial | 499k | $23M | 8% | Mar 2026 |
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| Great Valley Advisor Group | 482k | $22M | 6% | Mar 2026 |
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| Element Pointe Advisors | 473k | $22M | 2% | Mar 2026 |
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| Certified Advisory Corp | 473k | $22M | 9% | Mar 2026 |
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| Cambridge Investment Research Advisors | 463k | $21M | 71% | Mar 2026 |
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| Pennsylvania Capital Management | 461k | $21M | 2% | Mar 2026 |
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| Legacy Edge Advisors | 444k | $21M | 90% | Mar 2026 |
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| Echo Wealth Management | 442k | $20M | 6% | Mar 2026 |
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| One Capital Management | 435k | $20M | 11% | Mar 2026 |
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| Vestmark Advisory Solutions | 434k | $20M | -21% | Mar 2026 |
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| Private Advisor | 430k | $20M | 13% | Mar 2026 |
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| Apollon Wealth Management | 416k | $19M | 5514% | Mar 2026 |
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| Schneider Downs Wealth Management Advisors | 412k | $19M | 13% | Dec 2025 |
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| HBW Advisory Services | 411k | $19M | 142% | Mar 2026 |
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| Northland Securities | 407k | $19M | -2% | Mar 2026 |
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| Peterson Wealth Advisors | 406k | $19M | 4% | Mar 2026 |
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| Mount Yale Investment Advisors | 365k | $17M | 4773% | Mar 2026 |
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| Integrated Wealth Concepts | 359k | $17M | 100% | Mar 2026 |
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| Pearl Planning | 358k | $17M | 100% | Mar 2026 |
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| Magnus Financial Group | 358k | $17M | 7% | Mar 2026 |
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| HighTower Advisors | 354k | $16M | 1767% | Mar 2026 |
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| Greenwich Wealth Management | 346k | $16M | -1% | Mar 2026 |
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| Merit Financial Group | 326k | $15M | 5% | Mar 2026 |
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| Geneos Wealth Management | 324k | $15M | -4% | Mar 2026 |
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| Kestra Advisory Services | 314k | $14M | 165% | Mar 2026 |
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| Bernardo Wealth Planning | 309k | $14M | 4% | Mar 2026 |
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| Smith, Moore & Co. | 308k | $14M | 3% | Mar 2026 |
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| Clear Trail Advisors | 298k | $14M | 100% | Mar 2026 |
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| Park Avenue Securities | 296k | $14M | 1115% | Mar 2026 |
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| Tradition Wealth Management | 295k | $14M | 12% | Dec 2025 |
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| FMA Wealth Management | 275k | $13M | 1% | Mar 2026 |
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| Goss Wealth Management | 267k | $12M | 26% | Mar 2026 |
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| Farther Finance Advisors | 264k | $12M | -26% | Mar 2026 |
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| KC Investment Advisors | 263k | $12M | 80% | Mar 2026 |
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| Harbor Advisory Corp | 263k | $12M | 100% | Mar 2026 |
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| American Financial Advisors | 261k | $12M | 0% | Mar 2026 |
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| Perigon Wealth Management | 259k | $12M | 7% | Mar 2026 |
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| Krilogy Financial | 257k | $12M | 5% | Mar 2026 |
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| Jones Financial Companies, L.L | 256k | $12M | 53% | Dec 2025 |
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| Pnc Financial Services | 251k | $12M | 29% | Mar 2026 |
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| Fagan Associates | 246k | $11M | 3067% | Mar 2026 |
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| Rsm Us Wealth Management | 242k | $11M | 47% | Mar 2026 |
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| Waterloo Capital | 240k | $11M | 29% | Mar 2026 |
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| Richard W. Paul & Associates | 235k | $11M | 4% | Mar 2026 |
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| Planning Directions | 230k | $11M | 100% | Mar 2026 |
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| Winebrenner Capital Management | 221k | $10M | 34% | Mar 2026 |
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| Bridgewealth Advisory Group | 215k | $10M | 62% | Dec 2025 |
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| Financial Futures Ltd Liability | 211k | $9.7M | 9% | Mar 2026 |
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| Penney Financial | 209k | $9.6M | 4% | Mar 2026 |
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| Renaissance Technologies | 207k | $9.6M | -71% | Dec 2025 |
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| Royal Harbor Partners | 205k | $9.4M | 6% | Mar 2026 |
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| S Harris Financial Group | 202k | $9.3M | 5% | Mar 2026 |
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| BankPlus Wealth Management | 201k | $9.3M | 13% | Mar 2026 |
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| Colony | 197k | $9.1M | 54% | Dec 2025 |
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| Journey Strategic Wealth | 195k | $9.0M | 1% | Mar 2026 |
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| O'rourke & Company | 194k | $9.0M | 21% | Dec 2025 |
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| Founders Financial Securities | 190k | $8.8M | 10% | Mar 2026 |
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| N.E.W. Advisory Services | 189k | $8.7M | 3778% | Mar 2026 |
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| SkyOak Wealt | 188k | $8.7M | 11% | Mar 2026 |
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| Axxcess Wealth Management | 186k | $8.6M | 10% | Mar 2026 |
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| Mather Group | 184k | $8.5M | 2% | Mar 2026 |
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| Andrews Advisory Associates | 179k | $8.3M | 100% | Dec 2025 |
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| McCarthy Asset Management | 178k | $8.3M | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 176k | $8.1M | 2% | Mar 2026 |
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| Davenport & Co | 175k | $8.0M | 42% | Mar 2026 |
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| BEAM Asset Management | 174k | $8.0M | 100% | Mar 2026 |
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| Seascape Capital Management | 173k | $8.0M | 1% | Mar 2026 |
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| Horizon Investments | 173k | $8.0M | 11% | Dec 2025 |
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| Mutual Advisors | 171k | $7.9M | 2% | Mar 2026 |
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| Mml Investors Services | 170k | $7.8M | -8% | Mar 2026 |
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| Financial Management Professionals | 169k | $7.8M | -2% | Mar 2026 |
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| Daymark Wealth Partners | 166k | $7.6M | -17% | Mar 2026 |
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| VanWeelden Wealth Management | 154k | $7.1M | 100% | Mar 2026 |
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| Etesian Wealth Advisors | 151k | $7.0M | 2% | Mar 2026 |
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| Blue Chip Partners | 148k | $6.8M | 0% | Mar 2026 |
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| Larch Capital Partners | 145k | $6.7M | 3% | Mar 2026 |
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| Lionsbridge Wealth Management | 143k | $6.6M | 2% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 141k | $6.5M | 103% | Mar 2026 |
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| Asset Advisory Group | 139k | $6.4M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 136k | $6.3M | 71% | Mar 2026 |
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| EPG Wealth Management | 134k | $6.2M | 6% | Mar 2026 |
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| Fiduciary Alliance | 131k | $6.1M | 30% | Mar 2026 |
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| Jeter Robert S II | 130k | $6.0M | 100% | Mar 2026 |
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| Optima Capital | 129k | $5.9M | 6% | Mar 2026 |
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| LifeGoal Wealth Advisors | 127k | $5.8M | -7% | Mar 2026 |
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| Kingswood Wealth Advisors | 126k | $5.8M | 8% | Mar 2026 |
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| Sovran Advisors | 126k | $5.8M | 6% | Mar 2026 |
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| Focus Financial Network | 124k | $5.7M | 8% | Mar 2026 |
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| Kelly Financial Group | 119k | $5.5M | 2% | Mar 2026 |
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| Red Mountain Financial | 118k | $5.4M | 3% | Mar 2026 |
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| Creative Planning | 116k | $5.3M | -2% | Mar 2026 |
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| Harbour Investments | 116k | $5.3M | 22% | Mar 2026 |
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| Ethos Financial Group | 115k | $5.3M | 32% | Mar 2026 |
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| Continuum Advisory | 113k | $5.2M | 4% | Mar 2026 |
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| Nordwand Advisors | 110k | $5.1M | -16% | Mar 2026 |
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| MorganRosel Wealth Management | 104k | $4.8M | -35% | Mar 2026 |
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| Cauble & Harre Wealth Management | 104k | $4.8M | 100% | Mar 2026 |
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| Kickstand Ventures | 103k | $4.7M | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 102k | $4.7M | 100% | Mar 2026 |
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| HTG Investment Advisors | 101k | $4.6M | 31% | Mar 2026 |
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| Evolution Wealth Advisors | 100k | $4.6M | 0% | Mar 2026 |
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| Marmo Financial Group | 100k | $4.6M | -1% | Mar 2026 |
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| Summit Financial | 98k | $4.5M | 19% | Mar 2026 |
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| Keystone Financial Services | 96k | $4.4M | 3% | Mar 2026 |
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| Berkshire Bank | 95k | $4.4M | 30% | Mar 2026 |
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| Benjamin Edwards | 94k | $4.3M | 53% | Mar 2026 |
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| CLS Investments | 91k | $4.2M | -15% | Mar 2026 |
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| Savvy Advisors | 84k | $3.9M | -22% | Mar 2026 |
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| Vigilare Wealth Management | 83k | $3.8M | -82% | Mar 2026 |
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| Kingsview Wealth Management | 76k | $3.5M | -35% | Mar 2026 |
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| Envestnet Portfolio Solutions | 30k | $1.4M | -84% | 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 | 7.4M | $345M |
| Wealth Enhancement Advisory Services | Dec 2025 | 287k | $13M |
| McCarthy & Cox | Sep 2025 | 120k | $5.6M |