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 | 5.1M | $234M | 1% | Mar 2025 |
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| Savant Capital Management | 2.5M | $115M | 30% | Mar 2025 |
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| Heritage Financial Services | 2.2M | $101M | -11% | Mar 2025 |
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| Sequoia Financial Advisors | 2.2M | $100M | 21% | Mar 2025 |
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| Royal Bank of Canada | 2.0M | $90M | 4% | Mar 2025 |
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| Bank of America Corporation | 1.9M | $84M | 21% | Dec 2024 |
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| Advisor Group Holdings | 1.6M | $74M | 2% | Mar 2025 |
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| Morgan Stanley | 1.3M | $62M | 100% | Dec 2024 |
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| Janney Montgomery Scott | 1.1M | $53M | 29% | Mar 2025 |
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| Warren Averett Asset Management | 987k | $45M | 147% | Dec 2024 |
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| Syntegra Private Wealth Group | 985k | $45M | 7% | Mar 2025 |
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| Envestnet Asset Management | 872k | $40M | 151% | Mar 2025 |
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| D'Orazio & Associates | 825k | $38M | 4% | Mar 2025 |
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| Enclave Advisors | 812k | $37M | -2% | Mar 2025 |
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| Diversified Enterprises | 674k | $31M | 5% | Mar 2025 |
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| Wagner Wealth Management | 634k | $29M | 13% | Mar 2025 |
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| Raymond James Financial | 587k | $27M | 29% | Mar 2025 |
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| Vestmark Advisory Solutions | 541k | $25M | -4% | Dec 2024 |
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| Cornerstone Advisory | 541k | $25M | 10% | Mar 2025 |
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| Renaissance Technologies | 507k | $23M | 552% | Mar 2025 |
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| Planned Solutions | 476k | $22M | 3% | Mar 2025 |
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| Echo Wealth Management | 475k | $22M | 8% | Mar 2025 |
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| Capital Advisors Wealth Management | 473k | $22M | 0% | Mar 2025 |
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| Lineweaver Wealth Advisors | 468k | $22M | 51% | Mar 2025 |
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| Wells Fargo & Company | 437k | $20M | 100% | Mar 2025 |
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| Wealthcare Advisory Partners | 431k | $20M | 107% | Mar 2025 |
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| TPG Financial Advisors | 422k | $19M | -3% | Mar 2025 |
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| Williams Financial | 398k | $18M | 100% | Mar 2025 |
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| Pennsylvania Capital Management | 396k | $18M | 1% | Mar 2025 |
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| Scott Capital Advisors | 378k | $17M | 2% | Mar 2025 |
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| Certified Advisory Corp | 327k | $15M | -2% | Mar 2025 |
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| Mount Yale Investment Advisors | 321k | $15M | 5% | Mar 2025 |
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| Smith, Moore & Co. | 320k | $15M | 11% | Dec 2024 |
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| Fortress Wealth Management | 319k | $15M | 14% | Mar 2025 |
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| Magnus Financial Group | 306k | $14M | 2% | Mar 2025 |
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| Daymark Wealth Partners | 303k | $14M | 33% | Mar 2025 |
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| Atria Wealth Solutions | 300k | $14M | 79% | Mar 2025 |
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| NewEdge Wealth | 300k | $14M | -3% | Mar 2025 |
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| Obsidian Personal Planning Solutions | 279k | $13M | 100% | Mar 2025 |
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| Lodestar Private Asset Management | 269k | $12M | 21% | Mar 2025 |
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| Private Advisor | 268k | $12M | 8% | Mar 2025 |
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| FMA Wealth Management | 247k | $11M | 1% | Mar 2025 |
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| Visionary Wealth Advisors | 247k | $11M | 1% | Dec 2024 |
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| Kingsview Wealth Management | 246k | $11M | 565% | Mar 2025 |
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| Focus Financial Network | 238k | $11M | -2% | Mar 2025 |
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| Investment Planning Advisors | 226k | $10M | 3% | Mar 2025 |
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| NavPoint Financial | 215k | $9.9M | 36% | Mar 2025 |
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| Branch Banking & Trust Company | 214k | $9.8M | 70% | Mar 2025 |
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| Bernardo Wealth Planning | 209k | $9.6M | 4% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 208k | $9.6M | 41% | Mar 2025 |
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| Richard W. Paul & Associates | 196k | $9.0M | 0% | Mar 2025 |
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| Financial Management Professionals | 191k | $8.8M | -3% | Mar 2025 |
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| Royal Harbor Partners | 186k | $8.6M | 5% | Mar 2025 |
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| Geneos Wealth Management | 98k | $4.5M | 42% | Mar 2025 |
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| Schneider Downs Wealth Management Advisors | 180k | $8.2M | 22% | Dec 2024 |
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| Mather Group | 177k | $8.1M | 3% | Mar 2025 |
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| Journey Strategic Wealth | 175k | $8.1M | -41% | Mar 2025 |
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| Waterloo Capital | 172k | $7.9M | 100% | Mar 2025 |
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| Blue Investment Partners | 167k | $7.7M | 27% | Mar 2025 |
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| Blue Chip Partners | 163k | $7.4M | 8% | Dec 2024 |
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| Seascape Capital Management | 163k | $7.5M | 11% | Mar 2025 |
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| Perigon Wealth Management | 157k | $7.2M | 55% | Mar 2025 |
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| Lionsbridge Wealth Management | 152k | $6.9M | -5% | Dec 2024 |
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| SkyOak Wealt | 152k | $7.0M | 27% | Mar 2025 |
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| Armor Investment Advisors | 150k | $6.9M | 4% | Mar 2025 |
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| BankPlus Wealth Management | 148k | $6.8M | 100% | Mar 2025 |
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| Prospera Financial Services | 146k | $6.6M | 82% | Dec 2024 |
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| Commonwealth Equity Services | 138k | $6.3M | 8% | Dec 2024 |
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| O'rourke & Company | 133k | $6.1M | 12% | Mar 2025 |
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| Peapack Gladstone Financial Corp | 133k | $6.1M | 100% | Mar 2025 |
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| Nordwand Advisors | 131k | $6.0M | 0% | Mar 2025 |
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| Mutual Advisors | 127k | $5.8M | 63% | Mar 2025 |
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| Blue Oak Capital | 126k | $5.8M | 17% | Mar 2025 |
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| Goss Wealth Management | 119k | $5.4M | 12% | Dec 2024 |
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| Mml Investors Services | 118k | $5.4M | 9% | Dec 2024 |
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| Marmo Financial Group | 108k | $5.0M | 17% | Mar 2025 |
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| Cetera Investment Advisers | 106k | $4.8M | 47% | Dec 2024 |
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| MorganRosel Wealth Management | 104k | $4.8M | 78% | Mar 2025 |
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| Red Mountain Financial | 102k | $4.7M | 6% | Mar 2025 |
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| Axxcess Wealth Management | 102k | $4.7M | 203% | Mar 2025 |
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| Pnc Financial Services | 101k | $4.6M | 81% | Dec 2024 |
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| Colony | 100k | $4.6M | 73% | Mar 2025 |
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| Kelly Financial Group | 98k | $4.5M | 100% | Mar 2025 |
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| LifeGoal Wealth Advisors | 98k | $4.5M | 100% | Mar 2025 |
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| Kickstand Ventures | 94k | $4.3M | 10% | Mar 2025 |
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| Advisory Services Network | 91k | $4.2M | 207% | Dec 2024 |
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| Syverson Strege & Co | 90k | $4.1M | 3% | Dec 2024 |
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| D.A. Davidson & Co. | 89k | $4.1M | 209% | Mar 2025 |
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| Evolution Wealth Advisors | 88k | $4.0M | 43% | Mar 2025 |
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| Tradition Wealth Management | 87k | $4.0M | 6% | Dec 2024 |
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| Optima Capital | 86k | $4.0M | 88% | Mar 2025 |
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| MN Wealth Advisors | 82k | $3.8M | 16% | Mar 2025 |
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| Strategies Wealth Advisors | 82k | $3.8M | -3% | Mar 2025 |
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| Keystone Financial Services | 82k | $3.8M | 4% | Mar 2025 |
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| Martin Worley Group | 79k | $3.6M | 20% | Mar 2025 |
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| Paladin Advisory Group | 78k | $3.6M | -1% | Mar 2025 |
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| Continuum Advisory | 76k | $3.5M | 34% | Mar 2025 |
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| Trustmark National Bank - Trust Department | 76k | $3.5M | -5% | Mar 2025 |
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| Legacy Investment Solutions | 75k | $3.4M | -10% | Dec 2024 |
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| Synergy Financial Management | 69k | $3.2M | 100% | Mar 2025 |
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| Cambridge Investment Research Advisors | 67k | $3.1M | 68% | Mar 2025 |
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| Etesian Wealth Advisors | 66k | $3.1M | 68% | Mar 2025 |
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| Envestnet Portfolio Solutions | 65k | $3.0M | 38% | Mar 2025 |
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| KC Investment Advisors | 60k | $2.8M | 100% | Mar 2025 |
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| Krilogy Financial | 60k | $2.8M | 100% | Mar 2025 |
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| Patriot Financial Group Insurance Agency | 59k | $2.7M | 23% | Mar 2025 |
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| OMNI 360 Wealth | 58k | $2.7M | 17% | Mar 2025 |
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| U.S. Capital Wealth Advisors | 57k | $2.6M | 0% | Mar 2025 |
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| Narus Financial Partners | 54k | $2.5M | -12% | Mar 2025 |
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| Peoples Bank National Association | 54k | $2.5M | 7% | Mar 2025 |
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| Financial Advocates Investment Management | 53k | $2.5M | 219% | Mar 2025 |
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| Gallacher Capital Management | 51k | $2.4M | -3% | Mar 2025 |
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| Janney Capital Management | 50k | $2.3M | 2% | Mar 2025 |
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| Sage Rhino Capital | 48k | $2.2M | 2% | Mar 2025 |
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| Arkadios Wealth Advisors | 48k | $2.2M | 100% | Mar 2025 |
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| Greenwich Wealth Management | 48k | $2.2M | 132% | Mar 2025 |
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| Modera Wealth Management | 48k | $2.2M | 29% | Mar 2025 |
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| Fiduciary Alliance | 48k | $2.2M | 1% | Mar 2025 |
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| First Citizens Financial Corp | 46k | $2.1M | 4% | Mar 2025 |
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| Beckerman Institutional | 46k | $2.1M | 10% | Mar 2025 |
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| Centurion Wealth Management | 46k | $2.1M | 0% | Mar 2025 |
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| Herold Advisors | 43k | $1.9M | 1% | Dec 2024 |
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| TCG Advisory Services | 42k | $1.9M | -7% | Dec 2024 |
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| Vienna Asset Management | 41k | $1.9M | 53% | Dec 2024 |
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| 5T Wealth | 41k | $1.9M | 0% | Mar 2025 |
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| Integrated Wealth Concepts | 40k | $1.8M | 14% | Dec 2024 |
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| Triad Wealth Partners | 40k | $1.8M | 53% | Mar 2025 |
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| Altus Wealth Management | 40k | $1.8M | 5% | Mar 2025 |
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| Legacy Wealth Managment | 39k | $1.8M | -48% | Mar 2025 |
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| HBW Advisory Services | 37k | $1.7M | -12% | Mar 2025 |
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| Sigma Planning | 37k | $1.7M | -6% | Mar 2025 |
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| LPL Financial | 36k | $1.7M | -35% | Mar 2025 |
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| Kestra Advisory Services | 35k | $1.6M | 122% | Dec 2024 |
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| Massmutual Trust | 35k | $1.6M | 16% | Mar 2025 |
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| Jones Financial Companies, L.L | 35k | $1.6M | 100% | Mar 2025 |
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| Regal Investment Advisors | 32k | $1.5M | 122% | Mar 2025 |
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| Investor's Fiduciary Advisor Network | 32k | $1.5M | 100% | Mar 2025 |
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| Change Path | 32k | $1.4M | -15% | Dec 2024 |
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| Seamount Financial Group | 30k | $1.4M | 8% | Mar 2025 |
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| Citadel Advisors | 29k | $1.3M | -20% | Mar 2025 |
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| MADDEN SECURITIES Corp | 29k | $1.3M | 6% | Mar 2025 |
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| Addison Capital | 28k | $1.3M | 66% | Mar 2025 |
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| Davenport & Co | 27k | $1.3M | 63% | Mar 2025 |
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| Oppenheimer & Co | 26k | $1.2M | 43% | Mar 2025 |
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| Cooper Financial Group | 26k | $1.2M | 14% | Mar 2025 |
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| Element Wealth | 25k | $1.2M | 35% | Mar 2025 |
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| PFG Investments | 25k | $1.2M | 9% | Mar 2025 |
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| Transce3nd | 25k | $1.1M | 11% | Mar 2025 |
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| Stifel Financial | 24k | $1.1M | 101% | Dec 2024 |
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| PDS Planning | 24k | $1.1M | 55% | Mar 2025 |
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| Indie Asset Partners | 24k | $1.1M | -14% | Mar 2025 |
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| Bridgewealth Advisory Group | 23k | $1.1M | -81% | Mar 2025 |
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| Financial Futures Ltd Liability | 16k | $754k | -44% | Mar 2025 |
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| Fermata Advisors | 12k | $566k | -86% | Mar 2025 |
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| Sanctuary Advisors | 12k | $543k | -64% | Dec 2024 |
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| Kingswood Wealth Advisors | 11k | $495k | -77% | Mar 2025 |
|
| 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 |
|---|---|---|---|
| Jane Street | Dec 2024 | 63k | $2.9M |
| TBH Global Asset Management | Dec 2024 | 61k | $2.8M |
| Clarity Financial | Sep 2024 | 61k | $2.8M |
| Econ Financial Services Corp | Dec 2024 | 50k | $2.3M |
| Lido Advisors | Sep 2024 | 43k | $2.0M |
| Western Wealth Management | Dec 2024 | 39k | $1.8M |
| Wise Wealth Partners | Dec 2024 | 25k | $1.1M |