Who owns J P Morgan Exchange Traded F div rtn int eq?

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Analyze quarterly positions in J P Morgan Exchange Traded F div rtn int eq 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 div rtn int eq stock

Who bought or sold J P Morgan Exchange Traded F div rtn int eq this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Wealth Enhancement Advisory Services 483k $32M -1% Sep 2025
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UBS Group 478k $32M 0% Sep 2025
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Morgan Stanley 299k $19M 100% Jun 2025
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HPM Partners 208k $14M -1% Sep 2025
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Gts Securities 203k $14M 100% Sep 2025
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Sterneck Capital Management 165k $11M 2% Sep 2025
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Captrust Financial Advisors 161k $11M 2% Sep 2025
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LPL Financial 142k $9.5M 5% Sep 2025
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Raymond James Financial 121k $8.0M 4% Sep 2025
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Jpmorgan Chase & Co 117k $7.8M 8% Sep 2025
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Colony 110k $7.3M 4% Sep 2025
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Advisor Group Holdings 94k $6.2M 6% Sep 2025
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Savoie Capital 93k $6.0M 0% Jun 2025
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Royal Bank of Canada 88k $5.9M -14% Sep 2025
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Susquehanna International 68k $4.6M 208% Sep 2025
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LexAurum Advisors 68k $4.5M -2% Sep 2025
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Hanson McClain Advisors 49k $3.2M 0% Sep 2025
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Wells Fargo & Company 45k $3.0M 17% Sep 2025
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5T Wealth 33k $2.2M 11% Sep 2025
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Rockefeller Capital Management 30k $2.0M 0% Sep 2025
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Wealthedge Investment Advisors 29k $1.9M -1% Sep 2025
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Steward Partners Investment Advisory 26k $1.8M -3% Sep 2025
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Jones Financial Companies, L.L 23k $1.5M 33% Sep 2025
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AlphaCore Capital 22k $1.4M -3% Sep 2025
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Change Path 22k $1.4M -12% Sep 2025
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Empire Financial Management Company 21k $1.4M 0% Sep 2025
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Daymark Wealth Partners 20k $1.3M 0% Sep 2025
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Apella Capital 18k $1.2M 0% Sep 2025
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Cambridge Investment Research Advisors 17k $1.1M 134% Sep 2025
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Stonehearth Capital Management 16k $1.1M -7% Sep 2025
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Mercer Global Advisors 16k $1.0M 0% Sep 2025
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Spire Wealth Management 14k $960k 36% Sep 2025
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RVW Wealth 14k $926k 0% Sep 2025
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Blue Oak Capital 14k $881k -18% Jun 2025
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Kathmere Capital Management 13k $863k 14% Sep 2025
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Vise Technologies 13k $859k -28% Sep 2025
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Independent Wealth Network 11k $717k 17% Sep 2025
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AQR Capital Management 11k $711k -8% Sep 2025
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Goss Wealth Management 11k $702k -14% Sep 2025
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Miracle Mile Advisors 10k $685k 100% Sep 2025
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Krasney Financial 10k $672k -2% Sep 2025
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Citadel Advisors 9.9k $659k 80% Sep 2025
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Edge Financial Advisors 9.7k $647k 1% Sep 2025
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Synovus Financial Corp. 9.7k $644k 0% Sep 2025
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Cetera Investment Advisers 9.4k $626k 54% Sep 2025
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RHS Financial 9.4k $624k 0% Sep 2025
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Ameriprise Financial 9.4k $624k -20% Sep 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9.3k $623k 100% Sep 2025
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AlTi Global 8.8k $583k 0% Sep 2025
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First Commonwealth Financial Corporation 8.7k $578k -11% Sep 2025
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Private Advisor 8.3k $554k 0% Sep 2025
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Mendel Money Management 8.2k $546k 64% Sep 2025
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Gimbal Financial 7.9k $529k 0% Sep 2025
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MN Wealth Advisors 7.9k $523k -8% Sep 2025
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Lodestar Private Asset Management 7.6k $506k 0% Sep 2025
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HHM Wealth Advisors 7.6k $505k 0% Sep 2025
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Vawter Financial 7.3k $487k 100% Sep 2025
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Schiavi & Co 7.1k $471k 0% Sep 2025
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Kestra Advisory Services 6.9k $461k -6% Sep 2025
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Worth Financial Advisory Group 6.9k $461k 4% Sep 2025
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Mml Investors Services 6.0k $398k -3% Sep 2025
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Commonwealth Equity Services 5.9k $396k -71% Sep 2025
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Kestra Private Wealth Services 5.8k $387k 1% Sep 2025
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Jane Street 5.7k $381k 100% Sep 2025
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Modern Wealth Management 5.6k $374k 0% Sep 2025
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Brian McDonald 5.4k $358k 1% Sep 2025
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American Trust 4.3k $284k -1% Sep 2025
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Bellevue Asset Management 4.0k $267k -1% Sep 2025
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Trilogy Capital 3.9k $262k 0% Sep 2025
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Interactive Financial Advisors 3.8k $254k 6% Sep 2025
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Facet Wealth 3.6k $237k 0% Sep 2025
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3Chopt Investment Partners 3.3k $222k 0% Sep 2025
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H D Vest Advisory Services 3.3k $213k 100% Jun 2025
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Apollon Wealth Management 3.3k $221k 0% Sep 2025
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Summit Wealth Partners 3.2k $211k 1% Sep 2025
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Pnc Financial Services 3.1k $203k -6% Sep 2025
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Northwestern Mutual Wealth Management Company 2.1k $142k 0% Sep 2025
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Capital Analysts 1.6k $109k 1% Sep 2025
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MAI Wealth Advisors 1.5k $102k 0% Sep 2025
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FMR 1.3k $88k 167% Sep 2025
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Sontag Advisory 1.2k $79k 100% Sep 2025
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Farther Finance Advisors 1.1k $74k 21% Sep 2025
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IFP Advisors 732.00 $49k 32% Sep 2025
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Smithfield Trust Company 681.00 $45k 0% Sep 2025
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Resources Management Corp 600.00 $29k -33% Sep 2025
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Sym Financial Corporation 531.00 $35k -37% Sep 2025
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Advisory Services Network 442.00 $29k 100% Sep 2025
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EverSource Wealth Advisors 417.00 $28k -14% Sep 2025
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Ancora Advisors 400.00 $27k 0% Sep 2025
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N.E.W. Advisory Services 365.00 $24k 0% Sep 2025
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AE Wealth Management 351.00 $23k 0% Sep 2025
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Founders Financial Alliance 335.00 $22k 100% Sep 2025
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Strategic Wealth Partners 332.00 $22k 0% Sep 2025
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CWM 310.00 $21k 0% Sep 2025
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Capital Investment Advisory Services 129.00 $8.6k 100% Sep 2025
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Hartland & Co 100.00 $6.7k 0% Sep 2025
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Qube Research & Technologies 83.00 $5.5k 0% Sep 2025
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Harbour Investments 80.00 $5.3k 0% Sep 2025
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Richards, Merrill & Peterson 52.00 $3.5k 0% Sep 2025
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Abound Wealth Management 48.00 $3.2k 100% Sep 2025
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Triumph Capital Management 35.00 $2.3k 100% Sep 2025
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Aptus Capital Advisors 27.00 $1.8k 0% Sep 2025
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Frazier Financial Advisors 12.00 $831.000000 0% Sep 2025
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Financially Speaking 6.00 $400.000200 -100% Sep 2025
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Tower Research Capital 3.00 $200.000100 -25% Sep 2025
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Who sold out of J P Morgan Exchange Traded F div rtn int eq?

Fund or Company Name Date Sold Shares Held Valued At
NorthRock Partners Mar 2025 1.7k $95k
Global Retirement Partners Jun 2025 1.1k $68k
Twin Peaks Wealth Advisors Jun 2025 1.0k $69k
Total Investment Management Jun 2025 718.00 $46k
Ameritas Advisory Services Jun 2025 501.00 $32k
Beacon Capital Management Jun 2025 277.00 $18k
GeoWealth Management Jun 2025 77.00 $4.9k
Assetmark Jun 2025 45.00 $2.9k
Guardian Wealth Advisors, Llc / Nc Jun 2025 27.00 $1.7k
Park Square Financial Group Jun 2025 10.00 $641.000000