J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. A total of 68 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,102,928 | +6.1% | 689,818 | +10.6% | 0.02% | +5.6% |
| Q2 2023 | $25,551,349 | +24.1% | 623,812 | +20.8% | 0.02% | +12.5% |
| Q1 2023 | $20,588,124 | +31.5% | 516,511 | +27.8% | 0.02% | +23.1% |
| Q4 2022 | $15,656,345 | +28.4% | 404,139 | +17.2% | 0.01% | +8.3% |
| Q3 2022 | $12,197,000 | +61.1% | 344,744 | +70.4% | 0.01% | +71.4% |
| Q2 2022 | $7,570,000 | +0.5% | 202,296 | +17.7% | 0.01% | +16.7% |
| Q1 2022 | $7,532,000 | +51.1% | 171,918 | +58.5% | 0.01% | +50.0% |
| Q4 2021 | $4,986,000 | +31.8% | 108,460 | +23.9% | 0.00% | 0.0% |
| Q3 2021 | $3,784,000 | -4.2% | 87,542 | -1.6% | 0.00% | 0.0% |
| Q2 2021 | $3,949,000 | +4.7% | 88,959 | -0.2% | 0.00% | 0.0% |
| Q1 2021 | $3,773,000 | +15.5% | 89,174 | -1.7% | 0.00% | 0.0% |
| Q4 2020 | $3,267,000 | +178.8% | 90,708 | +120.1% | 0.00% | +100.0% |
| Q3 2020 | $1,172,000 | +8.1% | 41,219 | +3.2% | 0.00% | 0.0% |
| Q2 2020 | $1,084,000 | +243.0% | 39,924 | +172.4% | 0.00% | +100.0% |
| Q1 2020 | $316,000 | -85.1% | 14,654 | -77.5% | 0.00% | -75.0% |
| Q4 2019 | $2,121,000 | +13.5% | 65,114 | +5.6% | 0.00% | 0.0% |
| Q3 2019 | $1,868,000 | +168.4% | 61,635 | +188.1% | 0.00% | +100.0% |
| Q3 2018 | $696,000 | +32.6% | 21,395 | +28.4% | 0.00% | +100.0% |
| Q2 2018 | $525,000 | +16.9% | 16,668 | +7.9% | 0.00% | 0.0% |
| Q1 2018 | $449,000 | – | 15,441 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koss-Olinger Consulting, LLC | 679,019 | $25,409,000 | 4.63% |
| Hartford Financial Management Inc. | 182,703 | $6,837,000 | 1.90% |
| Andesa Financial Management Inc. | 57,493 | $2,151,000 | 1.36% |
| LWM Advisory Services, LLC | 29,650 | $1,109,000 | 1.33% |
| Systelligence, LLC | 120,515 | $4,510,000 | 1.31% |
| First Pacific Financial | 72,331 | $2,707,000 | 1.27% |
| APPLETON PARTNERS INC/MA | 166,734 | $6,239,000 | 0.59% |
| LexAurum Advisors, LLC | 18,568 | $695,000 | 0.26% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 12,245 | $459,000 | 0.23% |
| Pinnacle Wealth Management Advisory Group, LLC | 20,319 | $760,000 | 0.12% |