EP Wealth Advisors, LLC - J P MORGAN EXCHANGE TRADED F ownership

J P MORGAN EXCHANGE TRADED F's ticker is JSCP and the CUSIP is 46641Q274. A total of 1 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of J P MORGAN EXCHANGE TRADED F
ValueSharesWeighting
Q3 2023$36,766,969
+10.8%
810,559
+6227.1%
0.57%
+19.2%
Q2 2023$33,184,099
+479.1%
12,811
-88.7%
0.48%
+382.8%
Q1 2023$5,730,519
-74.7%
113,859
-77.0%
0.10%
-75.7%
Q4 2022$22,648,619
+19.6%
495,593
+18.6%
0.41%
-5.1%
Q3 2022$18,941,000
-28.3%
417,937
-26.5%
0.43%
-27.7%
Q2 2022$26,428,000
+6.0%
568,965
+9.0%
0.60%
+8.6%
Q1 2022$24,941,000521,7770.55%
Other shareholders
J P MORGAN EXCHANGE TRADED F shareholders Q4 2023
NameSharesValueWeighting ↓
Smart Portfolios, LLC 84,290$4,192,0003.19%
Cerro Pacific Wealth Advisors LLC 85,580$4,256,0002.70%
Tortoise Investment Management, LLC 280,114$13,930,0002.61%
BlackDiamond Wealth Management, LLC 39,058$1,942,0002.23%
BEAM WEALTH ADVISORS, INC. 36,648$1,823,0002.09%
ERn Financial, LLC 144,002$7,161,0001.60%
Nelson Capital Management, LLC 142,317$7,077,0001.31%
Hennion & Walsh Asset Management, Inc. 362,975$18,051,0000.89%
USAdvisors Wealth Management, LLC 23,064$1,147,0000.47%
COLLECTIVE FAMILY OFFICE LLC 20,166$1,003,0000.40%
View complete list of J P MORGAN EXCHANGE TRADED F shareholders