J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. A total of 46 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $207,711 | -3.5% | 4,764 | 0.0% | 0.02% | -4.3% |
| Q1 2024 | $215,333 | +2.6% | 4,764 | 0.0% | 0.02% | -8.0% |
| Q4 2023 | $209,882 | +0.4% | 4,764 | 0.0% | 0.02% | -13.8% |
| Q1 2022 | $209,000 | -4.6% | 4,764 | 0.0% | 0.03% | +7.4% |
| Q4 2021 | $219,000 | +6.3% | 4,764 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $206,000 | -2.4% | 4,764 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $211,000 | +4.5% | 4,764 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $202,000 | -69.2% | 4,764 | -76.3% | 0.03% | -74.8% |
| Q4 2019 | $656,000 | +7.5% | 20,132 | 0.0% | 0.11% | -0.9% |
| Q3 2019 | $610,000 | -4.2% | 20,132 | -2.4% | 0.11% | -8.2% |
| Q2 2019 | $637,000 | +1.9% | 20,632 | 0.0% | 0.12% | -17.0% |
| Q1 2019 | $625,000 | +12.8% | 20,632 | 0.0% | 0.15% | -17.4% |
| Q4 2018 | $554,000 | – | 20,632 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 452,007 | $13,461,000 | 7.49% |
| AVALON CAPITAL MANAGEMENT | 119,479 | $3,621,000 | 4.28% |
| CreativeOne Wealth, LLC | 642,375 | $19,466,000 | 3.76% |
| GeoWealth Management, LLC | 363,178 | $11,006,000 | 2.48% |
| RVW Wealth, LLC | 106,517 | $3,228,000 | 0.77% |
| APPLETON PARTNERS INC/MA | 129,368 | $3,920,000 | 0.47% |
| Frontier Wealth Management LLC | 63,754 | $1,932,000 | 0.28% |
| PACIFIC FINANCIAL GROUP INC | 82,094 | $2,533,000 | 0.28% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 20,132 | $610,000 | 0.11% |
| MASSMUTUAL TRUST CO FSB/ADV | 39,093 | $1,185,000 | 0.08% |