J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 55 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $290,000 | -3.0% | 5,591 | -4.1% | 0.00% | 0.0% |
| Q3 2019 | $299,000 | +1.0% | 5,829 | +0.3% | 0.00% | 0.0% |
| Q2 2019 | $296,000 | +289.5% | 5,810 | +285.0% | 0.00% | +100.0% |
| Q1 2019 | $76,000 | -65.8% | 1,509 | -67.6% | 0.00% | -50.0% |
| Q4 2018 | $222,000 | +101.8% | 4,663 | +110.7% | 0.00% | +100.0% |
| Q3 2018 | $110,000 | -73.1% | 2,213 | -73.0% | 0.00% | -75.0% |
| Q2 2018 | $409,000 | 0.0% | 8,185 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $409,000 | -6.6% | 8,185 | -4.2% | 0.00% | 0.0% |
| Q4 2017 | $438,000 | -1.4% | 8,546 | -0.4% | 0.00% | -20.0% |
| Q3 2017 | $444,000 | +35.8% | 8,582 | +34.8% | 0.01% | +25.0% |
| Q2 2017 | $327,000 | +85.8% | 6,368 | +84.4% | 0.00% | +100.0% |
| Q1 2017 | $176,000 | – | 3,453 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 82,949 | $35,459,300 | 12.28% |
| Windsor Capital Management, LLC | 135,660 | $5,952,772 | 2.06% |
| Founders Financial Alliance, LLC | 83,382 | $3,658,823 | 1.60% |
| LOCKERMAN FINANCIAL GROUP, INC. | 8,747 | $383,802 | 1.03% |
| Vawter Financial, Ltd. | 22,256 | $976,593 | 0.88% |
| GREAT VALLEY ADVISOR GROUP, INC. | 421,169 | $18,481,279 | 0.77% |
| Wolf Group Capital Advisors | 33,710 | $1,479,202 | 0.70% |
| NICOLET ADVISORY SERVICES, LLC | 121,709 | $5,258,489 | 0.58% |
| Pinnacle Wealth Planning Services, Inc. | 80,534 | $3,533,817 | 0.58% |
| Vestmark Advisory Solutions, Inc. | 147,440 | $6,469,667 | 0.47% |