J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. A total of 88 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,017,000 | -8.6% | 527,905 | -5.2% | 0.01% | -16.7% |
| Q1 2024 | $25,179,000 | -5.3% | 557,041 | -7.7% | 0.01% | 0.0% |
| Q4 2023 | $26,576,000 | +13.6% | 603,220 | +1.3% | 0.01% | 0.0% |
| Q3 2023 | $23,397,000 | +6.1% | 595,512 | +10.6% | 0.01% | 0.0% |
| Q2 2023 | $22,056,000 | +118.9% | 538,470 | +113.0% | 0.01% | +100.0% |
| Q1 2023 | $10,077,000 | +1.4% | 252,807 | -1.5% | 0.00% | 0.0% |
| Q4 2022 | $9,942,000 | +3.7% | 256,639 | -5.3% | 0.00% | 0.0% |
| Q3 2022 | $9,586,000 | +0.0% | 270,926 | +5.8% | 0.00% | 0.0% |
| Q2 2022 | $9,583,000 | -14.9% | 256,099 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $11,265,000 | -3.0% | 257,132 | +1.8% | 0.00% | 0.0% |
| Q4 2021 | $11,611,000 | +5.0% | 252,592 | -1.3% | 0.00% | 0.0% |
| Q3 2021 | $11,063,000 | -6.6% | 255,883 | -4.1% | 0.00% | 0.0% |
| Q2 2021 | $11,840,000 | -1.0% | 266,710 | -5.7% | 0.00% | 0.0% |
| Q1 2021 | $11,960,000 | +17.3% | 282,682 | -0.2% | 0.00% | 0.0% |
| Q4 2020 | $10,199,000 | +4.0% | 283,155 | -17.9% | 0.00% | 0.0% |
| Q3 2020 | $9,808,000 | +11.4% | 344,874 | +6.4% | 0.00% | 0.0% |
| Q2 2020 | $8,807,000 | +26.9% | 324,260 | +0.7% | 0.00% | 0.0% |
| Q1 2020 | $6,940,000 | -23.2% | 322,059 | +16.0% | 0.00% | 0.0% |
| Q4 2019 | $9,041,000 | +129057.1% | 277,608 | +106672.3% | 0.00% | – |
| Q4 2018 | $7,000 | – | 260 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 452,007 | $13,461,000 | 7.49% |
| AVALON CAPITAL MANAGEMENT | 119,479 | $3,621,000 | 4.28% |
| CreativeOne Wealth, LLC | 642,375 | $19,466,000 | 3.76% |
| GeoWealth Management, LLC | 363,178 | $11,006,000 | 2.48% |
| RVW Wealth, LLC | 106,517 | $3,228,000 | 0.77% |
| APPLETON PARTNERS INC/MA | 129,368 | $3,920,000 | 0.47% |
| Frontier Wealth Management LLC | 63,754 | $1,932,000 | 0.28% |
| PACIFIC FINANCIAL GROUP INC | 82,094 | $2,533,000 | 0.28% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 20,132 | $610,000 | 0.11% |
| MASSMUTUAL TRUST CO FSB/ADV | 39,093 | $1,185,000 | 0.08% |