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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors | 5.6M | $259M | 21% | Dec 2025 |
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| Wells Fargo & Company | 3.8M | $174M | 46% | Dec 2025 |
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| Savant Capital Management | 3.5M | $164M | 0% | Dec 2025 |
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| Heritage Financial Services | 2.8M | $132M | 24% | Dec 2025 |
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| Envestnet Asset Management | 2.5M | $118M | 4% | Dec 2025 |
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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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| Rockefeller Capital Management | 1.1M | $52M | 1681% | Dec 2025 |
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| Janney Montgomery Scott | 1.1M | $51M | -8% | Dec 2025 |
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| Syntegra Private Wealth Group | 1.1M | $50M | 4% | Dec 2025 |
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| Cary Street Partners Financial | 1.1M | $49M | -5% | Dec 2025 |
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| Williams Financial | 1.1M | $49M | 131% | Dec 2025 |
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| D'Orazio & Associates | 934k | $43M | 4% | Dec 2025 |
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| Hilton Capital Management | 928k | $43M | 3% | Dec 2025 |
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| Enclave Advisors | 878k | $41M | -6% | Mar 2026 |
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| Wagner Wealth Management | 874k | $41M | 10% | Dec 2025 |
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| Branch Banking & Trust Company | 836k | $39M | 11% | Dec 2025 |
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| Diversified Enterprises | 760k | $35M | 3% | Dec 2025 |
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| Capital Advisors Wealth Management | 657k | $30M | 1% | Mar 2026 |
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| LPL Financial | 653k | $30M | 37% | Dec 2025 |
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| Cornerstone Advisory | 633k | $29M | 6% | Dec 2025 |
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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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| Commonwealth Equity Services | 577k | $27M | 44% | Dec 2025 |
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| Scott Capital Advisors | 572k | $26M | 3% | Mar 2026 |
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| Visionary Wealth Advisors | 562k | $26M | 6% | Dec 2025 |
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| Cetera Investment Advisers | 551k | $26M | 11% | Dec 2025 |
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| Vestmark Advisory Solutions | 546k | $25M | -16% | Dec 2025 |
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| Stifel Financial | 537k | $25M | 7% | Dec 2025 |
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| NewEdge Wealth | 534k | $25M | 1% | Dec 2025 |
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| Planned Solutions | 533k | $25M | 3% | Mar 2026 |
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| Lodestar Private Asset Management | 521k | $24M | 22% | Dec 2025 |
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| Longview Financial Advisors | 512k | $24M | 8% | Dec 2025 |
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| D.A. Davidson & Co. | 510k | $24M | 43% | Dec 2025 |
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| TPG Financial Advisors | 498k | $23M | 18% | Dec 2025 |
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| Element Pointe Advisors | 463k | $21M | 45% | Dec 2025 |
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| NavPoint Financial | 461k | $21M | 26% | Dec 2025 |
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| Confluence Wealth Services | 458k | $21M | 2447% | Dec 2025 |
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| Great Valley Advisor Group | 455k | $21M | 2033% | Dec 2025 |
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| Pennsylvania Capital Management | 453k | $21M | 4% | Dec 2025 |
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| Certified Advisory Corp | 435k | $20M | 4% | Dec 2025 |
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| Echo Wealth Management | 418k | $19M | -17% | Dec 2025 |
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| Northland Securities | 416k | $19M | 100% | Dec 2025 |
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| Schneider Downs Wealth Management Advisors | 412k | $19M | 13% | Dec 2025 |
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| Peterson Wealth Advisors | 406k | $19M | 4% | Mar 2026 |
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| One Capital Management | 392k | $18M | 42% | Dec 2025 |
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| Private Advisor | 381k | $18M | 12% | Dec 2025 |
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| Evergreen Wealth Solutions | 360k | $17M | 826% | Dec 2025 |
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| Magnus Financial Group | 358k | $17M | 7% | Mar 2026 |
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| Greenwich Wealth Management | 349k | $16M | 24% | Dec 2025 |
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| Armor Investment Advisors | 349k | $16M | 0% | Dec 2025 |
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| Geneos Wealth Management | 338k | $16M | 11% | Dec 2025 |
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| Merit Financial Group | 326k | $15M | 5% | Mar 2026 |
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| Bernardo Wealth Planning | 309k | $14M | 4% | Mar 2026 |
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| Arkadios Wealth Advisors | 300k | $14M | 19% | Dec 2025 |
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| Smith, Moore & Co. | 300k | $14M | 2% | Dec 2025 |
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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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| Cambridge Investment Research Advisors | 271k | $13M | 34% | Dec 2025 |
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| Farther Finance Advisors | 264k | $12M | -26% | Mar 2026 |
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| American Financial Advisors | 260k | $12M | 1% | Dec 2025 |
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| Perigon Wealth Management | 259k | $12M | 7% | Mar 2026 |
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| Jones Financial Companies, L.L | 256k | $12M | 53% | Dec 2025 |
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| Krilogy Financial | 245k | $11M | 55% | Dec 2025 |
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| Legacy Edge Advisors | 234k | $11M | 100% | Dec 2025 |
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| Planning Directions | 230k | $11M | 100% | Mar 2026 |
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| Richard W. Paul & Associates | 225k | $10M | 8% | Dec 2025 |
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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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| Goss Wealth Management | 213k | $9.8M | -5% | Dec 2025 |
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| Renaissance Technologies | 207k | $9.6M | -71% | Dec 2025 |
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| Penney Financial | 201k | $9.3M | 12% | Dec 2025 |
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| Daymark Wealth Partners | 200k | $9.3M | -20% | Dec 2025 |
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| Colony | 197k | $9.1M | 54% | Dec 2025 |
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| Pnc Financial Services | 195k | $9.0M | 21% | 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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| Royal Harbor Partners | 193k | $8.9M | 3% | Dec 2025 |
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| Financial Futures Ltd Liability | 193k | $8.9M | 28% | Dec 2025 |
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| S Harris Financial Group | 192k | $8.9M | 100% | Dec 2025 |
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| Envestnet Portfolio Solutions | 192k | $8.9M | 47% | Dec 2025 |
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| Founders Financial Securities | 190k | $8.8M | 10% | Mar 2026 |
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| Waterloo Capital | 185k | $8.6M | 2% | Dec 2025 |
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| Mml Investors Services | 185k | $8.5M | 38% | Dec 2025 |
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| Mather Group | 184k | $8.5M | 2% | Mar 2026 |
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| BankPlus Wealth Management | 179k | $8.3M | 8% | Dec 2025 |
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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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| Davenport & Co | 175k | $8.0M | 42% | Mar 2026 |
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| Horizon Investments | 173k | $8.0M | 11% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 172k | $8.0M | 261% | Dec 2025 |
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| Seascape Capital Management | 171k | $7.9M | -2% | Dec 2025 |
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| Axxcess Wealth Management | 170k | $7.9M | 96% | Dec 2025 |
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| HBW Advisory Services | 170k | $7.9M | 26% | Dec 2025 |
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| SkyOak Wealt | 170k | $7.8M | 9% | Dec 2025 |
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| Financial Management Professionals | 169k | $7.8M | -2% | Mar 2026 |
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| Mutual Advisors | 168k | $7.8M | 4% | Dec 2025 |
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| Rsm Us Wealth Management | 165k | $7.7M | 2878% | Dec 2025 |
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| MorganRosel Wealth Management | 160k | $7.4M | 8% | Dec 2025 |
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| Etesian Wealth Advisors | 149k | $6.9M | 0% | Dec 2025 |
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| Blue Chip Partners | 147k | $6.8M | 1% | Dec 2025 |
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| KC Investment Advisors | 147k | $6.8M | 25% | Dec 2025 |
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| Larch Capital Partners | 141k | $6.5M | 100% | Dec 2025 |
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| Lionsbridge Wealth Management | 141k | $6.5M | 0% | Dec 2025 |
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| Asset Advisory Group | 139k | $6.4M | 100% | Mar 2026 |
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| Nordwand Advisors | 131k | $6.1M | 0% | Dec 2025 |
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| LifeGoal Wealth Advisors | 127k | $5.8M | -7% | Mar 2026 |
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| EPG Wealth Management | 127k | $5.9M | 10% | Dec 2025 |
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| Focus Financial Network | 124k | $5.7M | 8% | Mar 2026 |
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| Optima Capital | 122k | $5.7M | -5% | Dec 2025 |
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| Sovran Advisors | 119k | $5.5M | 141% | Dec 2025 |
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| Kelly Financial Group | 119k | $5.5M | 2% | Mar 2026 |
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| Kestra Advisory Services | 118k | $5.5M | 8% | Dec 2025 |
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| Creative Planning | 118k | $5.5M | 5% | Dec 2025 |
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| Kingsview Wealth Management | 118k | $5.4M | 17% | Dec 2025 |
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| Kingswood Wealth Advisors | 117k | $5.4M | 10% | Dec 2025 |
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| Red Mountain Financial | 115k | $5.3M | 4% | Dec 2025 |
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| Continuum Advisory | 109k | $5.0M | 8% | Dec 2025 |
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| Savvy Advisors | 108k | $5.0M | 3% | Dec 2025 |
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| CLS Investments | 107k | $5.0M | -1% | Dec 2025 |
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| Kickstand Ventures | 103k | $4.8M | 1% | Dec 2025 |
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| Marmo Financial Group | 102k | $4.7M | 2% | Dec 2025 |
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| Fiduciary Alliance | 101k | $4.7M | 12% | Dec 2025 |
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| Evolution Wealth Advisors | 100k | $4.6M | -1% | Dec 2025 |
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| Harbour Investments | 95k | $4.4M | 26% | Dec 2025 |
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| Advisory Services Network | 94k | $4.3M | 7% | Dec 2025 |
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| Keystone Financial Services | 93k | $4.3M | 2% | Dec 2025 |
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| Paladin Advisory Group | 93k | $4.3M | 7% | Dec 2025 |
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| Montecito Bank & Trust | 91k | $4.2M | 29% | Mar 2026 |
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| Syverson Strege & Co | 90k | $4.2M | -2% | Dec 2025 |
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| Ethos Financial Group | 87k | $4.0M | 100% | Dec 2025 |
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| Miller Global Investments | 87k | $4.0M | 1% | Mar 2026 |
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| Baird Financial | 86k | $4.0M | 0% | Dec 2025 |
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| OMNI 360 Wealth | 85k | $3.9M | 11% | Mar 2026 |
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| Colter Lewis Investment Partners | 83k | $3.9M | 100% | Dec 2025 |
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| Invst | 83k | $3.8M | 8% | Dec 2025 |
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| Vigilare Wealth Management | 83k | $3.8M | -82% | Mar 2026 |
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| Chesley, Taft & Associates | 83k | $3.8M | 3% | Mar 2026 |
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| We Are One Seven | 82k | $3.8M | 285% | Dec 2025 |
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| Summit Financial | 82k | $3.8M | 0% | Dec 2025 |
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| RFG Advisory | 81k | $3.7M | 16% | Dec 2025 |
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| Mariner Wealth Advisors | 80k | $3.7M | 24% | Dec 2025 |
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| Financial Partners Group | 78k | $3.6M | 3% | Mar 2026 |
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| Centurion Wealth Management | 78k | $3.6M | 29% | Mar 2026 |
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| HTG Investment Advisors | 77k | $3.5M | 83% | Dec 2025 |
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| PFG Financial Advisors | 76k | $3.5M | 6% | Dec 2025 |
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| First Citizens Financial Corp | 75k | $3.4M | 26% | Mar 2026 |
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| Fifth Third Securities | 74k | $3.4M | 5% | Mar 2026 |
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| Future Financial Wealth Managment | 74k | $3.4M | -3% | Mar 2026 |
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| Triad Wealth Partners | 68k | $3.1M | -9% | Mar 2026 |
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| Citadel Advisors | 44k | $2.0M | -63% | Dec 2025 |
|
| Mount Yale Investment Advisors | 7.5k | $349k | -98% | Dec 2025 |
|
Who sold out of J P Morgan Exchange-traded F?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 287k | $13M |
| Integrated Wealth Concepts | Sep 2025 | 235k | $11M |
| Goldman Sachs Group | Sep 2025 | 159k | $7.4M |
| TBH Global Asset Management | Sep 2025 | 123k | $5.7M |
| McCarthy & Cox | Sep 2025 | 120k | $5.6M |