J P MORGAN EXCHANGE-TRADED F's ticker is BBUS and the CUSIP is 46641Q399. A total of 97 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,330,520 | +3.8% | 33,943 | -0.1% | 0.02% | -4.3% |
| Q1 2024 | $3,209,019 | -6.1% | 33,983 | -14.6% | 0.02% | -14.8% |
| Q4 2023 | $3,419,041 | +96.5% | 39,808 | +76.3% | 0.03% | +68.8% |
| Q3 2023 | $1,739,995 | +38.5% | 22,574 | +47.4% | 0.02% | +45.5% |
| Q2 2023 | $1,256,163 | +84.7% | 15,319 | +65.6% | 0.01% | +83.3% |
| Q1 2023 | $680,153 | – | 9,250 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MN Wealth Advisors, LLC | 269,237 | $25,424,074 | 15.73% |
| Cornerstone Wealth Management, LLC | 606,616 | $57,282,671 | 4.64% |
| Vestmark Advisory Solutions, Inc. | 892,505 | $84,279,247 | 3.63% |
| LOCKERMAN FINANCIAL GROUP, INC. | 16,798 | $1,586,212 | 3.03% |
| Wayfinding Financial, LLC | 31,201 | $2,914 | 1.70% |
| Archford Capital Strategies, LLC | 79,423 | $7,499,944 | 1.26% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 68,197 | $6,439,885 | 1.22% |
| 3Chopt Investment Partners, LLC | 30,847 | $2,912,882 | 1.20% |
| IFG Advisory, LLC | 136,636 | $12,902,589 | 0.96% |
| Perigon Wealth Management, LLC | 306,315 | $28,925,365 | 0.88% |