J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 67 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,300,000 | -0.6% | 348,913 | +1.0% | 0.03% | -3.3% |
| Q2 2023 | $15,392,000 | +5.1% | 345,485 | +5.8% | 0.03% | -6.2% |
| Q1 2023 | $14,647,000 | +4.9% | 326,493 | +2.3% | 0.03% | 0.0% |
| Q4 2022 | $13,966,000 | +2.3% | 319,063 | -0.9% | 0.03% | -13.5% |
| Q3 2022 | $13,650,000 | -2.7% | 321,911 | +0.1% | 0.04% | +2.8% |
| Q2 2022 | $14,025,000 | -9.6% | 321,668 | +1.4% | 0.04% | +2.9% |
| Q1 2022 | $15,507,000 | -5.4% | 317,105 | +0.1% | 0.04% | -2.8% |
| Q4 2021 | $16,393,000 | +55.0% | 316,895 | +55.8% | 0.04% | +28.6% |
| Q3 2021 | $10,574,000 | +2.2% | 203,390 | +2.8% | 0.03% | -6.7% |
| Q2 2021 | $10,351,000 | +6.8% | 197,783 | +5.2% | 0.03% | -3.2% |
| Q1 2021 | $9,690,000 | +0.5% | 188,063 | +1.0% | 0.03% | -22.5% |
| Q4 2020 | $9,645,000 | +11.3% | 186,138 | +6.9% | 0.04% | -4.8% |
| Q3 2020 | $8,669,000 | +1273.9% | 174,151 | +1238.4% | 0.04% | +1300.0% |
| Q2 2020 | $631,000 | +15.8% | 13,012 | +5.2% | 0.00% | -25.0% |
| Q1 2020 | $545,000 | – | 12,373 | – | 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% |