Beta Wealth Group, Inc. - J P MORGAN EXCHANGE TRADED F ownership

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J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46654Q203. A total of 317 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 3.33 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of J P MORGAN EXCHANGE TRADED F
ValueSharesWeighting
Q3 2023$4,732,114
+58.7%
100,833
+63.6%
2.80%
+62.3%
Q2 2023$2,981,284
+4.8%
61,635
-2.3%
1.72%
+5.9%
Q1 2023$2,844,564
+417.3%
63,086
+368.1%
1.63%
+340.9%
Q4 2022$549,865–13,477–0.37%–
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Other shareholders
J P MORGAN EXCHANGE TRADED F shareholders Q3 2023
NameSharesValueWeighting ↓
LEE JOHNSON CAPITAL MANAGEMENT, LLC 763,587$36,934,71835.00%
Reitz Capital Advisors LLC 410,867$20,600,87118.80%
Evergreen Wealth Solutions, LLC 205,013$9,916,48410.00%
Socha Financial Group, LLC 378,981$18,331,3119.66%
Derbend Asset Management 230,102$11,130,0197.52%
Requisite Capital Management, LLC 537,325$25,990,4146.61%
MADDEN SECURITIES Corp 259,194$12,537,2026.41%
Hilton Capital Management, LLC 921,554$44,575,5785.35%
Blue Investment Partners LLC 124,353$6,014,9554.59%
Bernardo Wealth Planning LLC 225,949$10,929,1654.35%
View complete list of J P MORGAN EXCHANGE TRADED F shareholders