Baystate Wealth Management LLC - JP MORGAN EXCHANGE TRADED FD ownership

JP MORGAN EXCHANGE TRADED FD's ticker is JPEM and the CUSIP is 46641Q308. A total of 88 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of JP MORGAN EXCHANGE TRADED FD
ValueSharesWeighting
Q4 2023$1,979
+5.3%
370.0%0.00%
Q3 2023$1,879
+1.4%
37
+2.8%
0.00%
Q2 2023$1,853
+1.4%
360.0%0.00%
Q1 2023$1,827
+91250.0%
360.0%0.00%
Q4 2022$2
-99.9%
36
+2.9%
0.00%
Q3 2022$2,0000.0%350.0%0.00%
Q2 2022$2,0000.0%35
+2.9%
0.00%
Q1 2022$2,0000.0%340.0%0.00%
Q4 2021$2,000340.00%
Other shareholders
JP MORGAN EXCHANGE TRADED FD shareholders Q1 2023
NameSharesValueWeighting ↓
American Money Management, LLC 124,574$7,047,0002.62%
HENGEHOLD CAPITAL MANAGEMENT LLC 221,863$12,550,0001.74%
HERON FINANCIAL GROUP, LLC 21,824$1,238,0000.75%
Berger Financial Group, Inc 56,996$3,224,0000.70%
Linscomb Wealth, Inc. 222,954$12,612,0000.69%
CreativeOne Wealth, LLC 139,805$7,908,0000.60%
LexAurum Advisors, LLC 30,457$1,723,0000.59%
Crumly & Associates Inc. 14,858$840,0000.49%
Wolf Group Capital Advisors 14,406$815,0000.47%
SONATA CAPITAL GROUP INC 14,786$836,0000.40%
View complete list of JP MORGAN EXCHANGE TRADED FD shareholders