J P MORGAN EXCHANGE-TRADED F's ticker is JMOM and the CUSIP is 46641Q779.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,391,270 | -4.0% | 33,900 | -0.5% | 0.11% | 0.0% |
| Q2 2023 | $1,449,869 | +10.8% | 34,078 | +3.3% | 0.11% | +6.9% |
| Q1 2023 | $1,308,686 | +83.0% | 32,981 | +73.8% | 0.10% | +77.2% |
| Q4 2022 | $715,130 | +3.8% | 18,974 | -3.1% | 0.06% | -6.6% |
| Q3 2022 | $689,000 | -15.4% | 19,578 | -12.7% | 0.06% | -11.6% |
| Q2 2022 | $814,000 | +246.4% | 22,417 | +320.4% | 0.07% | +283.3% |
| Q1 2022 | $235,000 | – | 5,332 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 251,766 | $10,332,591 | 7.48% |
| Nova R Wealth, Inc. | 125,098 | $5,134,070 | 3.54% |
| Blue Trust, Inc. | 2,798,527 | $118,573 | 1.81% |
| Cassia Capital Partners, LLC | 40,215 | $1,650,421 | 1.35% |
| Delos Wealth Advisors, LLC | 23,007 | $986,771 | 1.20% |
| Gallacher Capital Management LLC | 20,097 | $824,806 | 0.52% |
| Kathmere Capital Management, LLC | 66,670 | $2,736,163 | 0.40% |
| INTRUST BANK NA | 63,793 | $2,618,089 | 0.33% |
| Equitable Holdings, Inc. | 521,372 | $21,397,315 | 0.31% |
| RHS Financial, LLC | 8,354 | $342,847 | 0.24% |