J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q134. A total of 64 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $114,154,324 | +14.2% | 1,823,552 | +14.3% | 0.35% | +8.6% |
| Q1 2024 | $99,924,644 | +6.5% | 1,595,731 | -0.6% | 0.32% | -4.1% |
| Q4 2023 | $93,825,011 | +2.4% | 1,605,493 | -4.8% | 0.34% | -7.4% |
| Q3 2023 | $91,648,627 | -35.3% | 1,685,647 | -32.0% | 0.37% | -34.1% |
| Q2 2023 | $141,581,394 | -7.6% | 2,478,232 | -10.9% | 0.56% | -12.5% |
| Q1 2023 | $153,242,243 | +7.3% | 2,782,681 | -2.4% | 0.63% | +2.4% |
| Q4 2022 | $142,766,014 | +5.6% | 2,851,898 | -8.1% | 0.62% | -2.1% |
| Q3 2022 | $135,216,000 | +2.1% | 3,104,851 | +13.2% | 0.63% | +6.4% |
| Q2 2022 | $132,418,000 | – | 2,741,875 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Investment Center, Inc. | 480,488 | $28,079,700 | 14.12% |
| Wealth Alliance Advisory Group, LLC | 251,361 | $14,689,515 | 3.84% |
| BELLEVUE ASSET MANAGEMENT, LLC | 60,233 | $3,520,016 | 3.11% |
| Buffington Mohr McNeal | 226,759 | $13,251,798 | 2.66% |
| Bogart Wealth, LLC | 676,154 | $39,514,461 | 2.23% |
| Richard P Slaughter Associates Inc | 118,515 | $6,926,016 | 1.71% |
| LOCKERMAN FINANCIAL GROUP, INC. | 9,349 | $546,335 | 1.26% |
| Summit Investment Advisory Services, LLC | 23,041 | $1,346,498 | 0.85% |
| Pallas Capital Advisors LLC | 245,285 | $14,334,443 | 0.76% |
| GREAT VALLEY ADVISOR GROUP, INC. | 339,391 | $19,834,080 | 0.70% |