J P MORGAN EXCHANGE-TRADED F's ticker is JDIV and the CUSIP is 46641Q795.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,892,000 | +39.1% | 155,177 | +54.6% | 0.01% | +66.7% |
| Q1 2022 | $3,516,000 | +247.1% | 100,354 | +238.8% | 0.00% | +200.0% |
| Q4 2021 | $1,013,000 | +171.6% | 29,621 | +151.8% | 0.00% | – |
| Q3 2021 | $373,000 | +20.7% | 11,762 | +24.0% | 0.00% | – |
| Q2 2021 | $309,000 | -25.9% | 9,487 | -47.1% | 0.00% | -100.0% |
| Q3 2020 | $417,000 | +9.2% | 17,949 | +5.0% | 0.00% | 0.0% |
| Q2 2020 | $382,000 | +15.1% | 17,089 | -2.4% | 0.00% | 0.0% |
| Q1 2020 | $332,000 | -44.0% | 17,518 | -17.5% | 0.00% | 0.0% |
| Q4 2019 | $593,000 | +3.7% | 21,230 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $572,000 | +0.2% | 21,230 | -1.9% | 0.00% | 0.0% |
| Q2 2019 | $571,000 | +0.7% | 21,640 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $567,000 | – | 21,640 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 39,000 | $1,369,000 | 0.17% |
| SimpliFi, Inc. | 9,906 | $347,000 | 0.16% |
| CENTAURUS FINANCIAL, INC. | 34,431 | $1,206,000 | 0.10% |
| Western Wealth Management, LLC | 24,633 | $864,000 | 0.04% |
| Fort Point Capital Partners LLC | 7,325 | $257,000 | 0.04% |
| Gladstone Institutional Advisory LLC | 11,695 | $410 | 0.03% |
| Ahrens Investment Partners LLC | 1,100 | $39,000 | 0.01% |
| Cetera Advisor Networks LLC | 18,433 | $646,000 | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 2,987 | $105,000 | 0.01% |
| 55I, LLC | 7,268 | $255,000 | 0.01% |