J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 83 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,385 | +58.6% | 211,377 | +61.4% | 0.04% | +66.7% |
| Q2 2023 | $5,919 | +269.5% | 130,959 | +274.3% | 0.02% | +200.0% |
| Q1 2023 | $1,602 | -37.5% | 34,989 | -38.4% | 0.01% | -30.0% |
| Q4 2022 | $2,564 | -99.8% | 56,817 | +60.4% | 0.01% | +42.9% |
| Q3 2022 | $1,569,000 | +55.2% | 35,413 | +60.6% | 0.01% | +40.0% |
| Q2 2022 | $1,011,000 | – | 22,045 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 2,044,669 | $90,783,309 | 17.73% |
| TPG Financial Advisors, LLC | 379,259 | $16,839,116 | 8.70% |
| Fortress Wealth Management, Inc. | 229,792 | $10,202,749 | 6.60% |
| Family Asset Management, LLC | 195,194 | $8,666,611 | 6.39% |
| Capital Advisors Wealth Management, LLC | 456,566 | $20,271,541 | 5.29% |
| Syntegra Private Wealth Group, LLC | 726,515 | $32,257,259 | 5.07% |
| Gallacher Capital Management LLC | 162,467 | $7,213,513 | 4.50% |
| Diversified, LLC | 371,979 | $16,515,881 | 4.28% |
| Lionsbridge Wealth Management LLC | 73,574 | $3,266,686 | 3.10% |
| Paladin Advisory Group, LLC | 74,417 | $3,304,115 | 2.78% |