J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 97 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,660 | -89.9% | 9,751 | -89.5% | 0.00% | -91.4% |
| Q1 2023 | $4,683,224 | +3.0% | 92,499 | +1.1% | 0.04% | -5.4% |
| Q4 2022 | $4,545,641 | +2034.1% | 91,480 | +1983.8% | 0.04% | +1133.3% |
| Q3 2022 | $213,000 | +752.0% | 4,390 | +844.1% | 0.00% | +200.0% |
| Q2 2020 | $25,000 | – | 465 | – | 0.00% | – |
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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% |