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 |
|---|---|---|---|---|---|
| Heritage Financial Services | 2.0M | $93M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.6M | $75M | 274% | Dec 2023 |
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| Syntegra Private Wealth Group | 730k | $33M | 0% | Dec 2023 |
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| Bank of America Corporation | 714k | $33M | 7% | Dec 2023 |
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| D'Orazio & Associates | 542k | $25M | 179% | Dec 2023 |
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| Capital Advisors Wealth Management | 487k | $22M | 17% | Mar 2024 |
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| Diversified | 385k | $18M | 4% | Dec 2023 |
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| TPG Financial Advisors | 382k | $17M | 1% | Dec 2023 |
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| Janney Montgomery Scott | 375k | $17M | 77% | Dec 2023 |
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| Scott Capital Advisors | 334k | $15M | 16% | Mar 2024 |
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| Planned Solutions | 296k | $14M | 1% | Dec 2023 |
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| Echo Wealth Management | 295k | $13M | 100% | Dec 2023 |
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| Pennsylvania Capital Management | 283k | $13M | 1156% | Dec 2023 |
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| Vestmark Advisory Solutions | 265k | $12M | 12% | Dec 2023 |
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| Fortress Wealth Management | 225k | $10M | -2% | Dec 2023 |
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| Focus Financial Network | 221k | $10M | 100% | Dec 2023 |
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| Morris Retirement Advisors | 221k | $10M | 152% | Dec 2023 |
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| Financial Management Professionals | 213k | $9.7M | -4% | Mar 2024 |
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| Blue Chip Partners | 192k | $8.7M | 496% | Dec 2023 |
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| Private Advisor | 184k | $8.4M | 155% | Dec 2023 |
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| Nordwand Advisors | 183k | $8.4M | 100% | Dec 2023 |
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| Savant Capital Management | 180k | $8.2M | 669% | Dec 2023 |
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| Family Asset Management | 180k | $8.2M | -8% | Dec 2023 |
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| Halbert Hargrove Global Advisors | 163k | $7.4M | 6% | Mar 2024 |
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| Visionary Wealth Advisors | 158k | $7.2M | 74% | Dec 2023 |
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| Rainsberger Wealth Advisors | 156k | $7.1M | 100% | Dec 2023 |
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| FMA Wealth Management | 153k | $7.0M | 100% | Dec 2023 |
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| Gallacher Capital Management | 151k | $6.9M | -7% | Dec 2023 |
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| Mather Group | 150k | $6.8M | 0% | Mar 2024 |
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| Lodestar Private Asset Management | 147k | $6.7M | 17% | Dec 2023 |
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| Lionsbridge Wealth Management | 144k | $6.5M | 95% | Dec 2023 |
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| Bernardo Wealth Planning | 124k | $5.7M | 23% | Dec 2023 |
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| Wealthcare Advisory Partners | 121k | $5.5M | 2% | Mar 2024 |
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| Seascape Capital Management | 117k | $5.3M | 4% | Dec 2023 |
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| Daymark Wealth Partners | 114k | $5.2M | 0% | Dec 2023 |
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| TBH Global Asset Management | 109k | $5.0M | 165% | Dec 2023 |
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| Cary Street Partners Asset Management | 101k | $4.6M | 80% | Dec 2023 |
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| Kickstand Ventures | 100k | $4.6M | 100% | Dec 2023 |
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| Armor Investment Advisors | 95k | $4.3M | -2% | Dec 2023 |
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| Schneider Downs Wealth Management Advisors | 92k | $4.2M | -4% | Dec 2023 |
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| Advisor Group Holdings | 87k | $4.0M | 72% | Dec 2023 |
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| Commonwealth Equity Services | 82k | $3.8M | 97% | Dec 2023 |
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| Axxcess Wealth Management | 81k | $3.7M | 215% | Dec 2023 |
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| Tradition Wealth Management | 79k | $3.6M | 20% | Dec 2023 |
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| Paladin Advisory Group | 79k | $3.6M | 5% | Dec 2023 |
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| Wagner Wealth Management | 78k | $3.5M | 1% | Dec 2023 |
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| Syverson Strege & Co | 74k | $3.4M | 4% | Dec 2023 |
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| Certified Advisory Corp | 72k | $3.3M | 10% | Dec 2023 |
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| Jane Street | 71k | $3.2M | -12% | Dec 2023 |
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| Branch Banking & Trust Company | 69k | $3.2M | 770% | Dec 2023 |
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| Evolution Wealth Advisors | 69k | $3.2M | -2% | Dec 2023 |
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| Red Mountain Financial | 69k | $3.1M | 100% | Dec 2023 |
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| Bridgewealth Advisory Group | 68k | $3.1M | 494% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 67k | $3.1M | 33% | Dec 2023 |
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| Eudaimonia Partners | 67k | $3.1M | 20% | Dec 2023 |
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| Raymond James Financial Services Advisors | 62k | $2.8M | 474% | Dec 2023 |
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| Virtue Capital Management | 61k | $2.8M | 51% | Dec 2023 |
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| Warren Averett Asset Management | 56k | $2.5M | 100% | Dec 2023 |
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| MorganRosel Wealth Management | 55k | $2.5M | 166% | Mar 2024 |
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| Janney Capital Management | 55k | $2.5M | 100% | Dec 2023 |
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| Econ Financial Services Corp | 53k | $2.4M | 20% | Dec 2023 |
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| Eudaimonia Advisors | 53k | $2.4M | 2% | Dec 2023 |
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| Raymond James & Associates | 51k | $2.3M | 100% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 51k | $2.3M | 0% | Dec 2023 |
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| SkyOak Wealt | 51k | $2.3M | 100% | Dec 2023 |
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| First Heartland Consultants | 48k | $2.2M | 14% | Dec 2023 |
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| TCG Advisory Services | 47k | $2.2M | -6% | Dec 2023 |
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| Herold Advisors | 42k | $1.9M | 10% | Dec 2023 |
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| Bank Of Montreal | 42k | $1.9M | 100% | Dec 2023 |
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| Beacon Harbor Wealth Advisors | 38k | $1.7M | 100% | Dec 2023 |
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| First Citizens Financial Corp | 38k | $1.7M | 50% | Dec 2023 |
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| Fiduciary Alliance | 34k | $1.5M | 7% | Mar 2024 |
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| Sage Rhino Capital | 34k | $1.5M | -1% | Dec 2023 |
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| Massmutual Trust | 32k | $1.4M | 6% | Mar 2024 |
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| Advisory Alpha | 30k | $1.4M | 12% | Dec 2023 |
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| Altus Wealth Management | 30k | $1.4M | 85% | Mar 2024 |
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| Spire Wealth Management | 29k | $1.3M | 8% | Dec 2023 |
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| Centurion Wealth Management | 28k | $1.3M | 8% | Dec 2023 |
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| Cooper Financial Group | 28k | $1.3M | 22% | Mar 2024 |
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| John W. Brooker & Co., CPAs | 24k | $1.1M | -6% | Mar 2024 |
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| Change Path | 23k | $1.1M | -14% | Dec 2023 |
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| AE Wealth Management | 23k | $1.1M | 55% | Dec 2023 |
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| Silver Oak Securities | 23k | $1.0M | 9% | Dec 2023 |
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| CGC Financial Services | 19k | $868k | 100% | Dec 2023 |
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| Sigma Planning | 19k | $853k | -51% | Dec 2023 |
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| Atria Wealth Solutions | 17k | $796k | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 17k | $759k | 100% | Dec 2023 |
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| Western Wealth Management | 17k | $758k | -19% | Dec 2023 |
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| Narus Financial Partners | 15k | $692k | 56% | Mar 2024 |
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| Richard W. Paul & Associates | 15k | $687k | 8% | Dec 2023 |
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| Delta Investment Management | 15k | $670k | 41% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 15k | $668k | 100% | Dec 2023 |
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| OMNI 360 Wealth | 14k | $649k | 100% | Dec 2023 |
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| Dfpg Investments | 13k | $603k | 28% | Dec 2023 |
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| Rockefeller Capital Management | 12k | $552k | 100% | Dec 2023 |
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| International Assets Investment Management | 12k | $542k | -7% | Mar 2024 |
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| Lake Street Financial | 12k | $535k | 6% | Dec 2023 |
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| NewEdge Wealth | 12k | $531k | 100% | Dec 2023 |
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| Mayfair Advisory Group | 12k | $524k | 12% | Mar 2024 |
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| Perigon Wealth Management | 11k | $498k | 100% | Dec 2023 |
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| Burns Matteson Capital Management | 11k | $496k | -6% | Dec 2023 |
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| Farther Finance Advisors | 10k | $470k | 31% | Dec 2023 |
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| Fortress Wealth Group | 10k | $464k | 5% | Dec 2023 |
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| HBW Advisory Services | 8.7k | $396k | 100% | Dec 2023 |
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| Wayfinding Financial | 8.6k | $393k | 0% | Dec 2023 |
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| Sargent Investment Group | 8.5k | $389k | -5% | Dec 2023 |
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| Investment Partners Asset Management | 8.3k | $380k | 0% | Mar 2024 |
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| HighTower Advisors | 8.0k | $365k | 100% | Dec 2023 |
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| Atlantic Private Wealth | 7.8k | $355k | 0% | Dec 2023 |
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| Kestra Advisory Services | 7.5k | $344k | 57% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 6.7k | $306k | 100% | Mar 2024 |
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| Deschutes Portfolio Strategy | 6.7k | $306k | 0% | Dec 2023 |
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| Financial Advocates Investment Management | 6.6k | $332k | -46% | Dec 2023 |
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| Pensionmark Financial Group | 6.3k | $290k | 100% | Dec 2023 |
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| Argent Advisors | 6.3k | $288k | 0% | Dec 2023 |
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| Security Financial Services | 6.3k | $287k | 6% | Mar 2024 |
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| Envestnet Portfolio Solutions | 6.2k | $283k | 100% | Dec 2023 |
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| Legacy Financial Strategies | 5.7k | $260k | 9% | Mar 2024 |
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| Burt Wealth Advisors | 5.7k | $259k | 0% | Mar 2024 |
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| Kathmere Capital Management | 5.7k | $258k | 100% | Mar 2024 |
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| Arete Wealth Advisors | 5.6k | $254k | 4% | Dec 2023 |
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| Krasney Financial | 5.2k | $238k | -3% | Mar 2024 |
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| Prentice Wealth Management | 5.2k | $236k | -1% | Mar 2024 |
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| Ehrlich Financial Group | 4.9k | $222k | 100% | Mar 2024 |
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| D.A. Davidson & Co. | 4.6k | $211k | 1% | Dec 2023 |
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| Global Retirement Partners | 4.6k | $210k | -15% | Dec 2023 |
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| Mascoma Wealth Management | 4.6k | $209k | -4% | Dec 2023 |
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| H D Vest Advisory Services | 4.5k | $207k | 100% | Dec 2023 |
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| Indie Asset Partners | 4.5k | $205k | 100% | Dec 2023 |
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| JFS Wealth Advisors | 4.2k | $192k | 12% | Dec 2023 |
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| AdvisorNet Financial | 4.1k | $185k | 1% | Mar 2024 |
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| UBS Group | 3.7k | $169k | 2721% | Dec 2023 |
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| IFP Advisors | 2.4k | $108k | 258% | Dec 2023 |
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| EverSource Wealth Advisors | 890.00 | $41k | 2% | Dec 2023 |
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| Advisory Services Network | 831.00 | $38k | 100% | Dec 2023 |
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| Iron Horse Wealth Management | 800.00 | $36k | 0% | Mar 2024 |
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| Resurgent Financial Advisors | 770.00 | $35k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 694.00 | $32k | 0% | Dec 2023 |
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| Central Trust & Investment | 673.00 | $31k | 105% | Dec 2023 |
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| LGT Financial Advisors | 612.00 | $28k | -71% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 472.00 | $22k | 100% | Dec 2023 |
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| Benjamin F. Edwards & Company | 100.00 | $5.0k | 0% | Dec 2023 |
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| Riggs Asset Managment | 84.00 | $3.8k | 0% | Dec 2023 |
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| DHJJ Financial Advisors | 9.00 | $411.000300 | 0% | Mar 2024 |
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Who sold out of J P Morgan Exchange-traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mutual Advisors | Sep 2023 | 154k | $6.8M |
| Ieq Capital | Sep 2023 | 25k | $1.1M |
| Stifel Financial | Sep 2023 | 4.8k | $213k |
| G&S Capital | Dec 2023 | 4.5k | $205k |
| Royal Bank of Canada | Sep 2023 | 867.00 | $38k |
| Wells Fargo & Company | Sep 2023 | 184.00 | $8.2k |
| Cordant | Dec 2023 | 27.00 | $1.2k |