J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. A total of 42 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,446,057 | -4.5% | 164,064 | -0.5% | 1.65% | -1.3% |
| Q2 2023 | $6,750,935 | +2.3% | 164,818 | -0.5% | 1.67% | -2.3% |
| Q1 2023 | $6,601,286 | +3.0% | 165,612 | +0.1% | 1.71% | +0.7% |
| Q4 2022 | $6,409,041 | +2.1% | 165,437 | -6.8% | 1.70% | -8.1% |
| Q3 2022 | $6,279,000 | -8.2% | 177,480 | -2.9% | 1.84% | -2.6% |
| Q2 2022 | $6,837,000 | -15.2% | 182,703 | -0.8% | 1.90% | -2.6% |
| Q1 2022 | $8,066,000 | -2.9% | 184,119 | +1.9% | 1.95% | +0.8% |
| Q4 2021 | $8,303,000 | +5.7% | 180,617 | -0.6% | 1.93% | -3.4% |
| Q3 2021 | $7,852,000 | -1.8% | 181,626 | +0.9% | 2.00% | +0.7% |
| Q2 2021 | $7,994,000 | +6.0% | 180,095 | +1.0% | 1.98% | +6.1% |
| Q1 2021 | $7,543,000 | +17.1% | 178,277 | -0.3% | 1.87% | +9.6% |
| Q4 2020 | $6,439,000 | +27.2% | 178,763 | +0.4% | 1.71% | +13.7% |
| Q3 2020 | $5,062,000 | +4.1% | 178,000 | -0.6% | 1.50% | -3.3% |
| Q2 2020 | $4,863,000 | +68.4% | 179,041 | +33.7% | 1.55% | +34.6% |
| Q1 2020 | $2,887,000 | – | 133,954 | – | 1.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koss-Olinger Consulting, LLC | 1,151,379 | $45,238,000 | 6.67% |
| Capital Advisors Wealth Management, LLC | 505,055 | $19,843,609 | 5.18% |
| Choice Wealth Advisors, LLC | 180,509 | $7,092,213 | 5.01% |
| LWM Advisory Services, LLC | 44,858 | $1,762,470 | 1.89% |
| Hartford Financial Management Inc. | 164,064 | $6,446,057 | 1.65% |
| Wayfinding Financial, LLC | 49,866 | $1,933 | 1.46% |
| Goldstein Advisors, LLC | 167,544 | $6,582,790 | 1.37% |
| First Pacific Financial | 72,476 | $2,847,584 | 1.27% |
| Family Capital Management, Inc. | 29,714 | $1,167,462 | 0.77% |
| KPP Advisory Services LLC | 54,217 | $2,130,186 | 0.70% |