J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 67 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,717,479 | +19.2% | 37,780 | +19.5% | 0.05% | +15.6% |
| Q1 2024 | $1,440,516 | +5.8% | 31,618 | +5.9% | 0.04% | -2.2% |
| Q4 2023 | $1,361,732 | -2.4% | 29,856 | -5.0% | 0.05% | -11.5% |
| Q3 2023 | $1,395,803 | +31.1% | 31,437 | +33.5% | 0.05% | +36.8% |
| Q2 2023 | $1,064,731 | +108.4% | 23,556 | +111.1% | 0.04% | +90.0% |
| Q1 2023 | $510,847 | +57041.7% | 11,160 | -43.7% | 0.02% | -45.9% |
| Q4 2022 | $894 | -99.9% | 19,811 | -5.6% | 0.04% | -11.9% |
| Q3 2022 | $930,000 | -10.5% | 20,985 | -7.3% | 0.04% | -6.7% |
| Q2 2022 | $1,039,000 | +42.3% | 22,647 | +48.8% | 0.04% | +60.7% |
| Q1 2022 | $730,000 | – | 15,216 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 1,614,047 | $72,825,801 | 18.44% |
| TPG Financial Advisors, LLC | 351,106 | $15,841,903 | 9.61% |
| Planned Solutions, Inc. | 263,500 | $11,889,120 | 8.71% |
| Capital Advisors Wealth Management, LLC | 371,059 | $16,742,204 | 5.07% |
| Syntegra Private Wealth Group, LLC | 551,456 | $24,881,695 | 4.99% |
| Prentice Wealth Management LLC | 121,251 | $5,470,845 | 2.76% |
| Fortress Wealth Management, Inc. | 64,046 | $2,889,760 | 2.40% |
| Paladin Advisory Group, LLC | 59,225 | $2,672,232 | 2.28% |
| Financial Management Professionals, Inc. | 213,798 | $9,647 | 1.97% |
| Armor Investment Advisors, LLC | 65,638 | $2,961,591 | 1.80% |