J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 88 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,763 | +2.2% | 12,073 | +3.9% | 0.00% | – |
| Q2 2023 | $518,547 | +5.5% | 11,624 | +6.2% | 0.00% | – |
| Q1 2023 | $491,579 | +4.7% | 10,941 | +2.1% | 0.00% | – |
| Q4 2022 | $469,614 | +0.8% | 10,712 | -2.5% | 0.00% | – |
| Q3 2022 | $466,000 | +115.7% | 10,991 | +122.4% | 0.00% | – |
| Q2 2022 | $216,000 | -73.7% | 4,942 | -70.6% | 0.00% | -100.0% |
| Q1 2022 | $822,000 | -16.2% | 16,805 | -11.3% | 0.00% | 0.0% |
| Q4 2021 | $981,000 | +13.3% | 18,947 | +13.9% | 0.00% | 0.0% |
| Q3 2021 | $866,000 | +14.4% | 16,628 | +14.9% | 0.00% | 0.0% |
| Q2 2021 | $757,000 | +116.3% | 14,473 | +112.9% | 0.00% | – |
| Q1 2021 | $350,000 | – | 6,799 | – | 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% |