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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 193,003 | $6,790,000 | 6.62% |
| Newfound Research LLC | 76,222 | $2,681,000 | 6.56% |
| Blue Trust, Inc. | 2,879,335 | $104,606,000 | 1.84% |
| Delos Wealth Advisors, LLC | 21,818 | $768,000 | 0.92% |
| Kathmere Capital Management, LLC | 88,421 | $3,111,000 | 0.62% |
| Ayalon Insurance Comp Ltd. | 26,156 | $920,000 | 0.43% |
| INTRUST BANK NA | 67,581 | $2,377,000 | 0.37% |
| Integrity Advisory, LLC | 10,011 | $352,000 | 0.33% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 90,634 | $3,188,000 | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 235,998 | $8,498,000 | 0.12% |