J P MORGAN EXCHANGE-TRADED F's ticker is JAGG and the CUSIP is 46641Q241. A total of 85 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,858,178 | -24.4% | 109,839 | -21.0% | 0.42% | -21.3% |
| Q2 2023 | $6,424,330 | -9.3% | 139,115 | -7.7% | 0.53% | -12.1% |
| Q1 2023 | $7,079,966 | -28.1% | 150,798 | -29.9% | 0.60% | -32.2% |
| Q4 2022 | $9,851,901 | -27.7% | 215,154 | -28.1% | 0.89% | -31.1% |
| Q3 2022 | $13,623,000 | +114.2% | 299,412 | +125.8% | 1.29% | +127.2% |
| Q2 2022 | $6,360,000 | +62.9% | 132,579 | +71.5% | 0.57% | +87.8% |
| Q1 2022 | $3,904,000 | -28.1% | 77,291 | -23.2% | 0.30% | -25.6% |
| Q4 2021 | $5,427,000 | -30.6% | 100,638 | -30.2% | 0.41% | -35.7% |
| Q3 2021 | $7,823,000 | -17.1% | 144,132 | -16.8% | 0.63% | -20.4% |
| Q2 2021 | $9,436,000 | – | 173,260 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Berger Financial Group, Inc | 927,309 | $46,838,000 | 5.95% |
| Symmetry Partners, LLC | 1,213,000 | $61,269,000 | 3.85% |
| ARS Wealth Advisors Group, LLC | 410,252 | $20,722,000 | 3.61% |
| CGN Advisors LLC | 109,633 | $5,538,000 | 1.38% |
| CreativeOne Wealth, LLC | 363,605 | $18,366,000 | 0.95% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 36,849 | $1,861,000 | 0.63% |
| GeoWealth Management, LLC | 131,218 | $6,628,000 | 0.58% |
| Legacy Private Trust Co. | 77,291 | $3,904,000 | 0.30% |
| Bouchey Financial Group Ltd | 22,581 | $1,141,000 | 0.15% |
| 55I, LLC | 111,308 | $5,622,000 | 0.13% |