J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 71 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,952,772 | -0.7% | 135,660 | +1.0% | 2.06% | +3.9% |
| Q2 2023 | $5,992,555 | +1.7% | 134,332 | +2.4% | 1.98% | -2.2% |
| Q1 2023 | $5,892,434 | +4.7% | 131,147 | +2.1% | 2.03% | -1.1% |
| Q4 2022 | $5,629,652 | +0.5% | 128,414 | -2.9% | 2.05% | -2.1% |
| Q3 2022 | $5,603,000 | -4.6% | 132,188 | -1.8% | 2.10% | +0.1% |
| Q2 2022 | $5,873,000 | -23.0% | 134,675 | -13.7% | 2.09% | -11.8% |
| Q1 2022 | $7,630,000 | -0.2% | 156,021 | +5.7% | 2.37% | +3.0% |
| Q4 2021 | $7,643,000 | +3.1% | 147,644 | +3.7% | 2.30% | -3.0% |
| Q3 2021 | $7,410,000 | +5.3% | 142,310 | +5.8% | 2.38% | +2.1% |
| Q2 2021 | $7,039,000 | +9.4% | 134,571 | +7.8% | 2.33% | +4.4% |
| Q1 2021 | $6,432,000 | +31.0% | 124,786 | +31.9% | 2.23% | +21.5% |
| Q4 2020 | $4,909,000 | +11.1% | 94,590 | +7.1% | 1.83% | -0.7% |
| Q3 2020 | $4,417,000 | +12.6% | 88,347 | +9.4% | 1.84% | +9.1% |
| Q2 2020 | $3,924,000 | +30.7% | 80,763 | +19.2% | 1.69% | +11.2% |
| Q1 2020 | $3,003,000 | -9.4% | 67,776 | +5.8% | 1.52% | +9.0% |
| Q4 2019 | $3,314,000 | +22.5% | 64,032 | +21.5% | 1.39% | +15.4% |
| Q3 2019 | $2,705,000 | +27.4% | 52,702 | +26.8% | 1.21% | +23.8% |
| Q2 2019 | $2,124,000 | +21.1% | 41,556 | +19.3% | 0.98% | +17.9% |
| Q1 2019 | $1,754,000 | +21.7% | 34,819 | +15.0% | 0.83% | +11.1% |
| Q4 2018 | $1,441,000 | +11.6% | 30,267 | +16.6% | 0.74% | +27.8% |
| Q3 2018 | $1,291,000 | +31.5% | 25,968 | +30.9% | 0.58% | +27.3% |
| Q2 2018 | $982,000 | +19.3% | 19,838 | +20.4% | 0.46% | +18.0% |
| Q1 2018 | $823,000 | – | 16,475 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 266,641 | $13,948,000 | 6.83% |
| Peregrine Asset Advisers, Inc. | 155,540 | $8,136,000 | 3.71% |
| Windsor Capital Management, LLC | 134,571 | $7,039,000 | 2.33% |
| Peterson Wealth Advisors, LLC | 107,957 | $5,647,000 | 2.00% |
| CONDOR CAPITAL MANAGEMENT | 235,237 | $12,305,000 | 1.36% |
| Blue Edge Capital, LLC | 114,504 | $5,989,704,000 | 1.24% |
| NICOLET ADVISORY SERVICES, LLC | 164,417 | $8,601,000 | 1.12% |
| Gradient Investments LLC | 672,998 | $35,205,000 | 1.03% |
| HawsGoodwin Investment Management LLC | 57,589 | $3,012,000 | 0.93% |
| Wolf Group Capital Advisors | 31,356 | $1,640,000 | 0.88% |