J.P. Morgan Private Wealth Advisors LLC - HANCOCK JOHN FINL OPPTYS FD ownership

HANCOCK JOHN FINL OPPTYS FD's ticker is BTO and the CUSIP is 409735206. A total of 67 filers reported holding HANCOCK JOHN FINL OPPTYS FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of HANCOCK JOHN FINL OPPTYS FD
ValueSharesWeighting
Q3 2023$208,553
-7.1%
7,942
-5.1%
0.00%0.0%
Q2 2023$224,569
-14.3%
8,373
-2.5%
0.00%0.0%
Q1 2023$262,186
+2.8%
8,585
+12.2%
0.00%0.0%
Q4 2022$254,921
+6.2%
7,653
+0.6%
0.00%0.0%
Q3 2022$240,000
-14.0%
7,604
+1.2%
0.00%0.0%
Q2 2022$279,000
-32.8%
7,512
-27.2%
0.00%0.0%
Q1 2022$415,000
-13.2%
10,312
+0.5%
0.00%0.0%
Q4 2021$478,000
+15.7%
10,261
+5.7%
0.00%0.0%
Q3 2021$413,000
+14.4%
9,706
+0.8%
0.00%0.0%
Q2 2021$361,000
-17.2%
9,625
-15.2%
0.00%0.0%
Q1 2021$436,000
+6.6%
11,348
-15.7%
0.00%0.0%
Q4 2020$409,000
+30.7%
13,468
-7.8%
0.00%0.0%
Q3 2020$313,000
+6.1%
14,604
+13.5%
0.00%0.0%
Q2 2020$295,000
+26.6%
12,870
+1.5%
0.00%0.0%
Q1 2020$233,000
-49.7%
12,679
-0.6%
0.00%
-50.0%
Q4 2019$463,000
-21.0%
12,758
-30.0%
0.00%
-33.3%
Q3 2019$586,000
-1.2%
18,220
-1.1%
0.00%0.0%
Q2 2019$593,000
+1.7%
18,416
+0.8%
0.00%0.0%
Q1 2019$583,000
+21.0%
18,261
+5.9%
0.00%0.0%
Q4 2018$482,000
-23.9%
17,250
+0.9%
0.00%0.0%
Q3 2018$633,000
+22.9%
17,098
+23.6%
0.00%0.0%
Q2 2018$515,000
-2.5%
13,828
+0.4%
0.00%
-25.0%
Q1 2018$528,000
-2.2%
13,774
+0.4%
0.00%0.0%
Q4 2017$540,000
-0.7%
13,721
-6.0%
0.00%0.0%
Q3 2017$544,000
-4.6%
14,604
-7.6%
0.00%0.0%
Q2 2017$570,000
+6.5%
15,808
+0.5%
0.00%0.0%
Q1 2017$535,000
-5.8%
15,730
+0.5%
0.00%
-20.0%
Q4 2016$568,000
+96.5%
15,647
+50.5%
0.01%
+66.7%
Q3 2016$289,000
+9.5%
10,400
+1.0%
0.00%0.0%
Q2 2016$264,000
-16.2%
10,302
-20.5%
0.00%0.0%
Q1 2016$315,000
+1.9%
12,952
+17.6%
0.00%0.0%
Q4 2015$309,000
+17.5%
11,016
+5.9%
0.00%0.0%
Q3 2015$263,0000.0%10,403
+7.4%
0.00%0.0%
Q2 2015$263,0009,6830.00%
Other shareholders
HANCOCK JOHN FINL OPPTYS FD shareholders Q3 2023
NameSharesValueWeighting ↓
ORLEANS CAPITAL MANAGEMENT CORP/LA 62,067$2,296,0001.58%
FCA CORP /TX 98,816$3,656,0001.40%
Arlington Financial Advisors, LLC 49,611$1,766,0001.06%
PATTEN & PATTEN INC/TN 287,089$10,622,0001.05%
Point View Wealth Management, Inc. 28,631$1,059,0000.47%
NORTH STAR ASSET MANAGEMENT INC 158,252$5,855,0000.47%
Formidable Asset Management, LLC 16,590$611,0000.24%
Patten Group, Inc. 14,380$532,0000.20%
Community Bank of Raymore 16,750$620,0000.20%
Hudson Capital Management LLC 7,014$260,0000.20%
View complete list of HANCOCK JOHN FINL OPPTYS FD shareholders