J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 72 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Peregrine Asset Advisers, Inc. | 158,949 | $8,249,000 | 3.86% |
| Peterson Wealth Advisors, LLC | 96,399 | $5,003,000 | 2.20% |
| Windsor Capital Management, LLC | 94,590 | $4,909,000 | 1.83% |
| CONDOR CAPITAL MANAGEMENT | 236,746 | $12,287,000 | 1.56% |
| Blue Edge Capital, LLC | 106,857 | $5,545,878,000 | 1.34% |
| NICOLET ADVISORY SERVICES, LLC | 152,549 | $7,917,000 | 1.11% |
| Wolf Group Capital Advisors | 30,968 | $1,607,000 | 0.99% |
| KCS Wealth Advisory | 24,951 | $1,295,000 | 0.86% |
| MISSION WEALTH MANAGEMENT, LP | 234,193 | $12,155,000 | 0.76% |
| Gradient Investments LLC | 313,616 | $15,680,000 | 0.66% |