J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 101 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $229,000 | -13.6% | 5,017 | -12.7% | 0.00% | – |
| Q1 2024 | $265,000 | -18.2% | 5,745 | -18.6% | 0.00% | – |
| Q4 2023 | $324,000 | -10.7% | 7,055 | -14.7% | 0.00% | – |
| Q3 2023 | $363,000 | +15.2% | 8,275 | +17.4% | 0.00% | – |
| Q2 2023 | $315,000 | +11.7% | 7,051 | +12.3% | 0.00% | – |
| Q1 2023 | $282,000 | -0.7% | 6,279 | -3.2% | 0.00% | – |
| Q4 2022 | $284,000 | -52.7% | 6,489 | -54.3% | 0.00% | – |
| Q3 2022 | $601,000 | -5.9% | 14,190 | -3.1% | 0.00% | – |
| Q2 2022 | $639,000 | -58.6% | 14,642 | -53.5% | 0.00% | – |
| Q1 2022 | $1,542,000 | -27.9% | 31,519 | -23.7% | 0.00% | – |
| Q4 2021 | $2,138,000 | -13.7% | 41,293 | -13.2% | 0.00% | -100.0% |
| Q3 2021 | $2,477,000 | -3.1% | 47,575 | -2.6% | 0.00% | 0.0% |
| Q2 2021 | $2,556,000 | +2.3% | 48,857 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $2,498,000 | +312.9% | 48,460 | +315.4% | 0.00% | – |
| Q4 2020 | $605,000 | +10.8% | 11,665 | +6.7% | 0.00% | – |
| Q3 2020 | $546,000 | +1140.9% | 10,928 | +1112.9% | 0.00% | – |
| Q2 2020 | $44,000 | +7.3% | 901 | -2.8% | 0.00% | – |
| Q1 2020 | $41,000 | -16.3% | 927 | -1.9% | 0.00% | – |
| Q4 2019 | $49,000 | +600.0% | 945 | +621.4% | 0.00% | – |
| Q3 2019 | $7,000 | +75.0% | 131 | +61.7% | 0.00% | – |
| Q4 2018 | $4,000 | – | 81 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAM Advisors, LLC | 342,495 | $14,943,000 | 7.49% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 361,001 | $15,744,000 | 6.18% |
| Peregrine Asset Advisers, Inc. | 80,633 | $3,517,000 | 2.56% |
| Windsor Capital Management, LLC | 134,675 | $5,873,000 | 2.09% |
| Marion Wealth Management | 90,658 | $3,954,000 | 2.07% |
| CONDOR CAPITAL MANAGEMENT | 223,658 | $9,754,000 | 1.27% |
| NICOLET ADVISORY SERVICES, LLC | 145,499 | $6,433,000 | 0.96% |
| Simmons Bank | 192,459 | $8,394,000 | 0.74% |
| Wolf Group Capital Advisors | 27,219 | $1,187,000 | 0.62% |
| Royal Fund Management, LLC | 68,292 | $2,978,000 | 0.50% |