J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 71 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,364,079 | +173.6% | 258,981 | +178.1% | 0.01% | +150.0% |
| Q2 2023 | $4,153,964 | +25.3% | 93,117 | +26.2% | 0.00% | 0.0% |
| Q1 2023 | $3,316,402 | +78.7% | 73,813 | +74.4% | 0.00% | +100.0% |
| Q4 2022 | $1,855,532 | +230.2% | 42,325 | +219.4% | 0.00% | – |
| Q3 2022 | $562,000 | +24.3% | 13,250 | +27.7% | 0.00% | – |
| Q2 2022 | $452,000 | -12.1% | 10,374 | -1.3% | 0.00% | – |
| Q1 2022 | $514,000 | -58.2% | 10,513 | -55.8% | 0.00% | -100.0% |
| Q4 2021 | $1,231,000 | +13.1% | 23,780 | +13.8% | 0.00% | 0.0% |
| Q3 2021 | $1,088,000 | +4.9% | 20,896 | +5.4% | 0.00% | 0.0% |
| Q2 2021 | $1,037,000 | +34.7% | 19,829 | +32.7% | 0.00% | 0.0% |
| Q1 2021 | $770,000 | +18.5% | 14,946 | +19.4% | 0.00% | – |
| Q4 2020 | $650,000 | -87.3% | 12,518 | -87.7% | 0.00% | -100.0% |
| Q3 2020 | $5,106,000 | -2.2% | 102,128 | -5.0% | 0.01% | 0.0% |
| Q2 2020 | $5,223,000 | +133.8% | 107,488 | +113.2% | 0.01% | +66.7% |
| Q1 2020 | $2,234,000 | +173.4% | 50,422 | +219.5% | 0.00% | +200.0% |
| Q4 2019 | $817,000 | -1.4% | 15,781 | -2.3% | 0.00% | 0.0% |
| Q3 2019 | $829,000 | -2.1% | 16,159 | -2.5% | 0.00% | 0.0% |
| Q2 2019 | $847,000 | – | 16,572 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 82,949 | $35,459,300 | 12.28% |
| Windsor Capital Management, LLC | 135,660 | $5,952,772 | 2.06% |
| Founders Financial Alliance, LLC | 83,382 | $3,658,823 | 1.60% |
| LOCKERMAN FINANCIAL GROUP, INC. | 8,747 | $383,802 | 1.03% |
| Vawter Financial, Ltd. | 22,256 | $976,593 | 0.88% |
| GREAT VALLEY ADVISOR GROUP, INC. | 421,169 | $18,481,279 | 0.77% |
| Wolf Group Capital Advisors | 33,710 | $1,479,202 | 0.70% |
| NICOLET ADVISORY SERVICES, LLC | 121,709 | $5,258,489 | 0.58% |
| Pinnacle Wealth Planning Services, Inc. | 80,534 | $3,533,817 | 0.58% |
| Vestmark Advisory Solutions, Inc. | 147,440 | $6,469,667 | 0.47% |