J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 66 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $223,572 | -78.2% | 4,976 | -78.7% | 0.00% | – |
| Q4 2022 | $1,026,338 | -61.3% | 23,411 | -62.6% | 0.00% | -100.0% |
| Q3 2022 | $2,655,000 | -3.3% | 62,640 | +17.6% | 0.00% | – |
| Q1 2021 | $2,746,000 | -80.7% | 53,271 | -80.6% | 0.00% | -100.0% |
| Q4 2020 | $14,216,000 | +2861.7% | 273,904 | +2751.7% | 0.00% | – |
| Q3 2020 | $480,000 | +135.3% | 9,605 | +129.0% | 0.00% | – |
| Q2 2020 | $204,000 | -85.2% | 4,195 | -86.6% | 0.00% | – |
| Q1 2020 | $1,382,000 | +429.5% | 31,190 | +518.4% | 0.00% | – |
| Q4 2019 | $261,000 | -6.8% | 5,044 | -7.4% | 0.00% | – |
| Q3 2019 | $280,000 | -66.5% | 5,450 | -66.7% | 0.00% | – |
| Q2 2019 | $837,000 | +127.4% | 16,350 | +123.6% | 0.00% | – |
| Q1 2019 | $368,000 | -73.8% | 7,311 | -73.4% | 0.00% | – |
| Q4 2017 | $1,407,000 | – | 27,442 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peregrine Asset Advisers, Inc. | 158,949 | $8,249,000 | 3.86% |
| Peterson Wealth Advisors, LLC | 96,399 | $5,003,000 | 2.20% |
| Windsor Capital Management, LLC | 94,590 | $4,909,000 | 1.83% |
| CONDOR CAPITAL MANAGEMENT | 236,746 | $12,287,000 | 1.56% |
| Blue Edge Capital, LLC | 106,857 | $5,545,878,000 | 1.34% |
| NICOLET ADVISORY SERVICES, LLC | 152,549 | $7,917,000 | 1.11% |
| Wolf Group Capital Advisors | 30,968 | $1,607,000 | 0.99% |
| KCS Wealth Advisory | 24,951 | $1,295,000 | 0.86% |
| MISSION WEALTH MANAGEMENT, LP | 234,193 | $12,155,000 | 0.76% |
| Gradient Investments LLC | 313,616 | $15,680,000 | 0.66% |