J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 129 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,833,758 | -1.5% | 223,976 | +2.3% | 1.33% | +0.7% |
| Q2 2023 | $10,996,965 | +0.2% | 218,932 | +1.0% | 1.32% | -4.2% |
| Q1 2023 | $10,978,913 | -10.8% | 216,846 | -12.4% | 1.38% | -10.4% |
| Q4 2022 | $12,304,039 | -6.2% | 247,616 | -8.6% | 1.54% | -10.0% |
| Q3 2022 | $13,115,000 | +20.8% | 270,863 | +24.6% | 1.71% | +21.0% |
| Q2 2022 | $10,854,000 | – | 217,467 | – | 1.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 143,482 | $6,940,240 | 7.44% |
| AllGen Financial Advisors, Inc. | 177,324 | $8,577,144 | 6.10% |
| Smith & Howard Wealth Management, LLC | 314,901 | $15,231,761 | 5.34% |
| Helen Stephens Group, LLC | 167,007 | $8,078,111 | 4.18% |
| Asio Capital, LLC | 308,235 | $14,909,327 | 3.97% |
| Legacy Financial Advisors, Inc. | 251,412 | $12,160,808 | 2.43% |
| Stephens Consulting, LLC | 123,179 | $5,958,169 | 2.42% |
| Wealth Alliance Advisory Group, LLC | 155,612 | $7,526,945 | 2.23% |
| COLLECTIVE FAMILY OFFICE LLC | 102,989 | $4,981,578 | 1.94% |
| Landmark Wealth Management, LLC | 65,384 | $3,163 | 1.80% |