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 61 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2020
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 534,300$26,971,4533.87%
SAM Advisors, LLC 163,852$8,271,2493.71%
RHS Financial, LLC 84,085$4,244,6033.22%
American Money Management, LLC 141,697$7,152,8411.90%
SHEPHERD KAPLAN KROCHUK, LLC 36,077$1,821,1671.61%
Teamwork Financial Advisors, LLC 154,973$7,823,0531.45%
HERON FINANCIAL GROUP, LLC 50,714$2,560,0431.41%
Empirical Asset Management, LLC 28,620$1,444,7361.38%
Wolf Group Capital Advisors 42,350$2,137,8281.06%
Financial Partners Group, Inc 78,103$3,942,6610.88%
View complete list of JP MORGAN EXCHANGE TRADED FD shareholders