APPLETON PARTNERS INC/MA - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. A total of 1 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q4 2023$7,578
+13.3%
172,006
+1.1%
0.61%
+2.9%
Q3 2023$6,688
-3.2%
170,211
+0.9%
0.59%
+1.9%
Q2 2023$6,910
+4.2%
168,691
+1.4%
0.58%
-1.2%
Q1 2023$6,629
+2.4%
166,302
-0.5%
0.59%
-3.8%
Q4 2022$6,473
-99.9%
167,098
-1.7%
0.61%
+2.0%
Q3 2022$6,012,000
-3.6%
169,932
+1.9%
0.60%
+1.9%
Q2 2022$6,239,000
-12.4%
166,734
+2.6%
0.59%
+1.4%
Q1 2022$7,123,000
-0.7%
162,585
+4.2%
0.58%
+7.8%
Q4 2021$7,175,000
+12.7%
156,074
+6.0%
0.54%
+1.9%
Q3 2021$6,365,000
+4.3%
147,238
+7.1%
0.53%
+1.9%
Q2 2021$6,105,000
+11.3%
137,539
+6.1%
0.52%
+2.0%
Q1 2021$5,484,000
+26.5%
129,624
+7.7%
0.51%
+19.4%
Q4 2020$4,334,000
+32.8%
120,329
+4.9%
0.43%
+18.6%
Q3 2020$3,263,000
-1.1%
114,731
-5.6%
0.36%
-8.9%
Q2 2020$3,300,000
+24.9%
121,494
-0.9%
0.40%
+7.9%
Q1 2020$2,643,000
-38.2%
122,644
-6.6%
0.37%
-22.1%
Q4 2019$4,277,000
+9.1%
131,309
+1.5%
0.47%
-0.6%
Q3 2019$3,920,000
+2.7%
129,368
+4.6%
0.47%
+0.2%
Q2 2019$3,816,000
+12.7%
123,668
+10.7%
0.47%
+5.1%
Q1 2019$3,385,000
+26.4%
111,673
+11.9%
0.45%
+12.0%
Q4 2018$2,679,000
-13.4%
99,823
+5.0%
0.40%
-2.7%
Q3 2018$3,095,000
+10.1%
95,081
+6.5%
0.41%
+2.2%
Q2 2018$2,812,000
+46.7%
89,281
+35.6%
0.40%
+38.5%
Q1 2018$1,917,000
+187.8%
65,846
+193.6%
0.29%
+182.5%
Q4 2017$666,00022,4240.10%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2023
NameSharesValueWeighting ↓
Koss-Olinger Consulting, LLC 679,019$25,409,0004.63%
Hartford Financial Management Inc. 182,703$6,837,0001.90%
Andesa Financial Management Inc. 57,493$2,151,0001.36%
LWM Advisory Services, LLC 29,650$1,109,0001.33%
Systelligence, LLC 120,515$4,510,0001.31%
First Pacific Financial 72,331$2,707,0001.27%
APPLETON PARTNERS INC/MA 166,734$6,239,0000.59%
LexAurum Advisors, LLC 18,568$695,0000.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 12,245$459,0000.23%
Pinnacle Wealth Management Advisory Group, LLC 20,319$760,0000.12%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders