J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 223 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,128 | +9.0% | 62,092 | +9.8% | 0.08% | +2.5% |
| Q1 2024 | $2,869 | +58.9% | 56,552 | +59.7% | 0.08% | +42.1% |
| Q4 2023 | $1,805 | -21.0% | 35,418 | -25.0% | 0.06% | -29.6% |
| Q3 2023 | $2,285 | -3.7% | 47,240 | 0.0% | 0.08% | +5.2% |
| Q2 2023 | $2,373 | -99.9% | 47,240 | +19.7% | 0.08% | +8.5% |
| Q1 2023 | $1,998,366 | +51.7% | 39,470 | +48.9% | 0.07% | -76.3% |
| Q4 2022 | $1,317,580 | +227.8% | 26,516 | +239.4% | 0.30% | +2200.0% |
| Q1 2022 | $402,000 | -6.1% | 7,812 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $428,000 | -0.2% | 7,812 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $429,000 | -0.7% | 7,812 | 0.0% | 0.01% | +55.6% |
| Q2 2021 | $432,000 | – | 7,812 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 143,482 | $6,940,240 | 7.44% |
| AllGen Financial Advisors, Inc. | 177,324 | $8,577,144 | 6.10% |
| Smith & Howard Wealth Management, LLC | 314,901 | $15,231,761 | 5.34% |
| Helen Stephens Group, LLC | 167,007 | $8,078,111 | 4.18% |
| Asio Capital, LLC | 308,235 | $14,909,327 | 3.97% |
| Legacy Financial Advisors, Inc. | 251,412 | $12,160,808 | 2.43% |
| Stephens Consulting, LLC | 123,179 | $5,958,169 | 2.42% |
| Wealth Alliance Advisory Group, LLC | 155,612 | $7,526,945 | 2.23% |
| COLLECTIVE FAMILY OFFICE LLC | 102,989 | $4,981,578 | 1.94% |
| Landmark Wealth Management, LLC | 65,384 | $3,163 | 1.80% |