HEADINVEST, LLC - JP MORGAN EXCHANGE TRADED FD ownership

JP MORGAN EXCHANGE TRADED FD's ticker is JPEM and the CUSIP is 46641Q308. A total of 69 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HEADINVEST, LLC ownership history of JP MORGAN EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$70,417
-74.4%
1,405
-76.2%
0.02%
-81.0%
Q3 2020$275,000
-2.5%
5,895
-4.1%
0.08%
-11.2%
Q2 2020$282,000
+31.8%
6,145
+13.9%
0.09%
+11.2%
Q1 2020$214,000
-29.1%
5,395
+1.9%
0.08%
-8.0%
Q4 2019$302,000
+8.6%
5,2950.0%0.09%
+3.6%
Q3 2019$278,000
-5.8%
5,2950.0%0.08%
+1.2%
Q2 2019$295,000
+2.8%
5,2950.0%0.08%
+3.8%
Q1 2019$287,0005,2950.08%
Other shareholders
JP MORGAN EXCHANGE TRADED FD shareholders Q3 2019
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 337,389$15,510,0002.75%
American Money Management, LLC 125,549$5,771,0002.69%
CreativeOne Wealth, LLC 357,470$16,433,0002.55%
SONATA CAPITAL GROUP INC 55,161$2,536,0001.61%
RVW Wealth, LLC 159,692$7,341,0001.34%
Crumly & Associates Inc. 25,316$1,164,0001.09%
Wolf Group Capital Advisors 24,701$1,136,0000.85%
Linscomb Wealth, Inc. 222,026$10,207,0000.75%
LexAurum Advisors, LLC 27,012$1,242,0000.68%
GeoWealth Management, LLC 24,664$1,132,0000.47%
View complete list of JP MORGAN EXCHANGE TRADED FD shareholders