J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 57 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $217,265 | +4.5% | 4,956 | +1.0% | 0.05% | -8.0% |
| Q3 2022 | $208,000 | -9.2% | 4,906 | -6.5% | 0.05% | -9.1% |
| Q2 2022 | $229,000 | -23.7% | 5,248 | -14.3% | 0.06% | -8.3% |
| Q1 2022 | $300,000 | -15.7% | 6,124 | -10.9% | 0.06% | -15.5% |
| Q4 2021 | $356,000 | +2.9% | 6,870 | +3.2% | 0.07% | -33.6% |
| Q3 2021 | $346,000 | +34.6% | 6,654 | +35.5% | 0.11% | +40.8% |
| Q2 2021 | $257,000 | +4.0% | 4,909 | +2.6% | 0.08% | -15.6% |
| Q1 2021 | $247,000 | -2.4% | 4,785 | -2.0% | 0.09% | -9.1% |
| Q4 2020 | $253,000 | +12.4% | 4,882 | +8.6% | 0.10% | -16.1% |
| Q3 2020 | $225,000 | – | 4,497 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peregrine Asset Advisers, Inc. | 158,949 | $8,249,000 | 3.86% |
| Peterson Wealth Advisors, LLC | 96,399 | $5,003,000 | 2.20% |
| Windsor Capital Management, LLC | 94,590 | $4,909,000 | 1.83% |
| CONDOR CAPITAL MANAGEMENT | 236,746 | $12,287,000 | 1.56% |
| Blue Edge Capital, LLC | 106,857 | $5,545,878,000 | 1.34% |
| NICOLET ADVISORY SERVICES, LLC | 152,549 | $7,917,000 | 1.11% |
| Wolf Group Capital Advisors | 30,968 | $1,607,000 | 0.99% |
| KCS Wealth Advisory | 24,951 | $1,295,000 | 0.86% |
| MISSION WEALTH MANAGEMENT, LP | 234,193 | $12,155,000 | 0.76% |
| Gradient Investments LLC | 313,616 | $15,680,000 | 0.66% |