J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 67 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,479,202 | +7.1% | 33,710 | +7.6% | 0.70% | +1.6% |
| Q2 2023 | $1,381,785 | +3.3% | 31,318 | +5.2% | 0.69% | +3.6% |
| Q1 2023 | $1,337,476 | -3.4% | 29,768 | -5.8% | 0.66% | +1.8% |
| Q4 2022 | $1,384,897 | +15.2% | 31,590 | +11.4% | 0.65% | -0.9% |
| Q3 2022 | $1,202,000 | +1.3% | 28,366 | +4.2% | 0.66% | +6.8% |
| Q2 2022 | $1,187,000 | -25.2% | 27,219 | -16.0% | 0.62% | -23.9% |
| Q1 2022 | $1,586,000 | -68.6% | 32,419 | -66.7% | 0.81% | -1.6% |
| Q4 2021 | $5,043,000 | +202.9% | 97,415 | +204.7% | 0.82% | -9.2% |
| Q3 2021 | $1,665,000 | +1.5% | 31,968 | +2.0% | 0.91% | +3.1% |
| Q2 2021 | $1,640,000 | +4.1% | 31,356 | +2.7% | 0.88% | -3.0% |
| Q1 2021 | $1,575,000 | -2.0% | 30,544 | -1.4% | 0.91% | -8.8% |
| Q4 2020 | $1,607,000 | – | 30,968 | – | 0.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windsor Capital Management, LLC | 134,332 | $5,992,555 | 1.98% |
| Founders Financial Alliance, LLC | 81,371 | $3,629,947 | 1.43% |
| GREAT VALLEY ADVISOR GROUP, INC. | 408,654 | $18,230,448 | 0.76% |
| Wolf Group Capital Advisors | 31,318 | $1,381,785 | 0.69% |
| Vawter Financial, Ltd. | 16,907 | $754,221 | 0.65% |
| NICOLET ADVISORY SERVICES, LLC | 127,614 | $5,604,186 | 0.62% |
| Pinnacle Wealth Planning Services, Inc. | 78,075 | $3,482,944 | 0.56% |
| Royal Fund Management, LLC | 68,025 | $3,034,623 | 0.38% |
| Galvin, Gaustad & Stein, LLC | 79,311 | $3,538,058 | 0.34% |
| Graves Light Lenhart Wealth, Inc. | 48,598 | $2,167,966 | 0.29% |