J P MORGAN EXCHANGE TRADED F's ticker is JSCP and the CUSIP is 46641Q274. A total of 1 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,057,711 | +0.0% | 23,318 | +1.0% | 0.11% | -15.7% |
| Q2 2023 | $1,057,277 | -0.0% | 23,085 | +1.0% | 0.13% | +16.5% |
| Q1 2023 | $1,057,786 | +2.3% | 22,856 | +1.0% | 0.12% | -1.7% |
| Q4 2022 | $1,034,299 | +1.7% | 22,632 | +0.8% | 0.12% | +3.5% |
| Q3 2022 | $1,017,000 | +358.1% | 22,446 | +369.0% | 0.11% | +391.3% |
| Q2 2022 | $222,000 | -2.6% | 4,786 | +0.5% | 0.02% | +9.5% |
| Q1 2022 | $228,000 | -47.7% | 4,762 | -45.7% | 0.02% | -47.5% |
| Q4 2021 | $436,000 | -0.7% | 8,762 | +0.2% | 0.04% | -2.4% |
| Q3 2021 | $439,000 | – | 8,748 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 1,024,244 | $46,807,965 | 4.48% |
| WMS Partners, LLC | 609,150 | $27,838,155 | 2.76% |
| Beacon Harbor Wealth Advisors, Inc. | 150,090 | $6,859 | 2.33% |
| BEAM WEALTH ADVISORS, INC. | 38,548 | $1,761,651 | 1.84% |
| TOBIAS FINANCIAL ADVISORS, INC. | 120,782 | $5,519,737 | 1.81% |
| Cerro Pacific Wealth Advisors LLC | 67,192 | $3,070,697 | 1.63% |
| Tradition Wealth Management, LLC | 243,147 | $11,112 | 1.57% |
| NOESIS CAPITAL MANGEMENT CORP | 87,421 | $3,995,000 | 1.14% |
| Lodestone Wealth Management LLC | 26,709 | $1,220,620 | 0.98% |
| Transform Wealth, LLC | 129,838 | $5,944,053 | 0.67% |