J P MORGAN EXCHANGE-TRADED F's ticker is JDIV and the CUSIP is 46641Q795.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,299,000 | -13.3% | 41,196 | -3.7% | 0.00% | 0.0% |
| Q1 2022 | $1,498,000 | +103.0% | 42,759 | +98.0% | 0.00% | 0.0% |
| Q4 2021 | $738,000 | +25.5% | 21,593 | +16.4% | 0.00% | 0.0% |
| Q3 2021 | $588,000 | +8.9% | 18,546 | +11.8% | 0.00% | – |
| Q2 2021 | $540,000 | +158.4% | 16,583 | +145.9% | 0.00% | – |
| Q1 2021 | $209,000 | – | 6,744 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 39,000 | $1,369,000 | 0.17% |
| SimpliFi, Inc. | 9,906 | $347,000 | 0.16% |
| CENTAURUS FINANCIAL, INC. | 34,431 | $1,206,000 | 0.10% |
| Western Wealth Management, LLC | 24,633 | $864,000 | 0.04% |
| Fort Point Capital Partners LLC | 7,325 | $257,000 | 0.04% |
| Gladstone Institutional Advisory LLC | 11,695 | $410 | 0.03% |
| Ahrens Investment Partners LLC | 1,100 | $39,000 | 0.01% |
| Cetera Advisor Networks LLC | 18,433 | $646,000 | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 2,987 | $105,000 | 0.01% |
| 55I, LLC | 7,268 | $255,000 | 0.01% |