JP MORGAN EXCHANGE TRADED FD
(46641Q837)
Funds Reporting Holdings of JP MORGAN EXCHANGE TRADED FD according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Cambridge Investment Research Advisors Inc | 1,143,066 | $57,599k | Jun 30, 2019 | Aug 15, 2019 | |
Quantitative Advantage LLC | 1,018,652 | $51,330k | Jun 30, 2019 | Aug 2, 2019 | |
Polaris Greystone Financial Group LLC | 772,503 | $38,930k | Jun 30, 2019 | Jul 25, 2019 | |
Evermay Wealth Management LLC | 703,279 | $35,438k | Jun 30, 2019 | Jul 23, 2019 | |
Cornerstone Advisory LLC | 422,036 | $21,266k | Jun 30, 2019 | Aug 8, 2019 | |
Greenwood Gearhart Inc | 414,234 | $20,873k | Jun 30, 2019 | Aug 7, 2019 | |
Evensky & KATZ LLC | 386,810 | $19,456k | Mar 31, 2019 | Aug 6, 2019 | |
TMD & Associates Inc | 347,054 | $17,488k | Jun 30, 2019 | Aug 9, 2019 | |
Glovista Investments LLC | 290,770 | $14,647k | Jun 30, 2019 | Aug 14, 2019 | |
Capital Planning Advisors LLC | 290,122 | $14,619k | Jun 30, 2019 | Aug 9, 2019 | |
SAND Hill Global Advisors LLC | 271,053 | $13,658k | Jun 30, 2019 | Aug 13, 2019 | |
CWH Capital Management Inc | 244,500 | $12,320k | Jun 30, 2019 | Aug 14, 2019 | |
Beacon Investment Advisory Services Inc | 201,456 | $10,151k | Jun 30, 2019 | Aug 7, 2019 | |
Abbrea Capital LLC | 200,512 | $10,127k | Jun 30, 2019 | Jul 31, 2019 | |
Peterson Wealth Advisors LLC | 194,839 | $9,818k | Jun 30, 2019 | Jul 15, 2019 | |
Avondale Wealth Management LLC | 169,376 | $8,535k | Jun 30, 2019 | Jul 26, 2019 | |
Paragon Wealth Strategies LLC | 145,649 | $7,339k | Jun 30, 2019 | Jul 17, 2019 | |
Venturi Wealth Management LLC | 142,444 | $7,178k | Jun 30, 2019 | Aug 7, 2019 | |
Gratus Capital LLC | 140,975 | $7,104k | Jun 30, 2019 | Aug 7, 2019 | |
Fairview Capital Investment Management LLC | 127,955 | $6,447k | Jun 30, 2019 | Aug 14, 2019 | |
BSW Wealth Partners LLC | 127,863 | $6,443k | Jun 30, 2019 | Aug 13, 2019 | |
Lexaurum Advisors LLC | 127,283 | $6,414k | Jun 30, 2019 | Jul 19, 2019 | |
Acorn Wealth Advisors LLC | 121,088 | $6,110k | Jun 30, 2019 | Aug 14, 2019 | |
Strategic Financial Group LLC | 108,430 | $5,464k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 108,430 | $5,464k | Jun 30, 2019 | Jul 29, 2019 | |
Wealth and Pension Services Group Inc | 105,840 | $5,333k | Jun 30, 2019 | Aug 15, 2019 | |
Affiance Financial LLC | 95,333 | $4,804k | Jun 30, 2019 | Jul 11, 2019 | |
Wakefield Asset Management LLLP | 95,029 | $4,789k | Jun 30, 2019 | Aug 13, 2019 | |
BFSG LLC | 91,774 | $4,624k | Jun 30, 2019 | Jul 30, 2019 | |
West Oak Capital LLC | 91,505 | $4,611k | Jun 30, 2019 | Jul 12, 2019 | |
Total Investment Management Inc | 90,373 | $4,560k | Jun 30, 2019 | Aug 7, 2019 | |
Total Management Group Inc | 90,373 | $4,560k | Jun 30, 2019 | Aug 7, 2019 | |
IMS Capital Management Inc | 77,125 | $3,886k | Jun 30, 2019 | Aug 14, 2019 | |
David R RAHN & Associates Inc | 62,591 | $3,154k | Jun 30, 2019 | Jul 12, 2019 | |
Windsor Capital Management LLC | 58,543 | $2,949k | Jun 30, 2019 | Aug 2, 2019 | |
Klingman and Associates LLC | 53,112 | $2,676k | Jun 30, 2019 | Jul 24, 2019 | |
Johanson Financial Advisors Inc | 47,906 | $2,412k | Jun 30, 2019 | Jul 29, 2019 | |
Tiemann Investment Advisors LLC | 42,309 | $2,132k | Jun 30, 2019 | Aug 13, 2019 | |
Gradient Capital Advisors LLC | 39,912 | $2,011k | Jun 30, 2019 | Jul 16, 2019 | |
American Money Management LLC | 37,548 | $1,892k | Jun 30, 2019 | Aug 12, 2019 | |
Harwood Advisory Group LLC | 30,647 | $1,544k | Jun 30, 2019 | Aug 7, 2019 | |
Insight 2811 Inc | 27,591 | $1,391k | Jun 30, 2019 | Jul 9, 2019 | |
Chatham Capital Group Inc | 25,645 | $1,292k | Jun 30, 2019 | Jul 24, 2019 | |
New England Private Wealth Advisors LLC | 24,726 | $1,246k | Jun 30, 2019 | Aug 8, 2019 | |
Terril Brothers Inc | 18,815 | $948k | Jun 30, 2019 | Aug 5, 2019 | |
Nikulski Financial Inc | 17,027 | $859k | Jun 30, 2019 | Jul 22, 2019 | |
Bouchey Financial Group Ltd | 16,840 | $849k | Jun 30, 2019 | Jul 11, 2019 | |
Asset Planning Services Inc | 16,088 | $811k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 16,088 | $811k | Jun 30, 2019 | Jul 17, 2019 | |
Prelude Capital Management LLC | 15,342 | $773k | Jun 30, 2019 | Aug 14, 2019 | |
Spectrum Management Group Inc | 14,212 | $716k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 14,212 | $716k | Jun 30, 2019 | Aug 2, 2019 | |
Pagnatokarp Partners LLC | 12,246 | $619k | Jun 30, 2019 | Aug 8, 2019 | |
Castle Rock Wealth Management LLC | 10,180 | $515k | Jun 30, 2019 | Aug 8, 2019 | |
Boothe Investment Group Inc | 10,000 | $504k | Jun 30, 2019 | Jul 2, 2019 | |
AULL & Monroe Investment Management Corp | 9,640 | $485k | Jun 30, 2019 | Jul 29, 2019 | |
Northstar Wealth Partners LLC | 9,183 | $463k | Jun 30, 2019 | Aug 15, 2019 | |
FORT Point Capital Partners LLC | 9,084 | $458k | Jun 30, 2019 | Aug 9, 2019 | |
Sheets Smith Wealth Management | 7,950 | $401k | Jun 30, 2019 | Jul 12, 2019 | |
Segment Wealth Management LLC | 7,850 | $396k | Jun 30, 2019 | Jul 29, 2019 | |
Aries Wealth Management LLC | 7,800 | $393k | Jun 30, 2019 | Jul 15, 2019 | |
Access Financial Services Inc | 7,755 | $391k | Jun 30, 2019 | Jul 24, 2019 | |
Cfo4Life Group LLC | 7,610 | $383k | Jun 30, 2019 | Jul 29, 2019 | |
The WEIL Company | 7,490 | $377k | Jun 30, 2019 | Aug 12, 2019 | |
REDW Stanley Financial Advisors LLC | 6,473 | $326k | Jun 30, 2019 | Aug 9, 2019 | |
Clarkston Capital Partners LLC | 6,093 | $307k | Jun 30, 2019 | Jul 24, 2019 | |
Beese Fulmer Investment Management Inc | 6,000 | $302k | Jun 30, 2019 | Jul 5, 2019 | |
FORD Financial Group Inc | 6,000 | $302k | Jun 30, 2019 | Jul 25, 2019 | |
Copperwynd Financial LLC | 5,821 | $293k | Jun 30, 2019 | Aug 7, 2019 | |
Toroso Investments LLC | 5,000 | $251k | Jun 30, 2019 | Aug 15, 2019 | |
Intrepid Capital Management Inc | 4,107 | $207k | Jun 30, 2019 | Aug 13, 2019 | |
Destination Wealth Management | 1,510 | $76k | Jun 30, 2019 | Jul 19, 2019 | |
Contravisory Investment Management Inc | 94 | $5k | Jun 30, 2019 | Jul 9, 2019 |