JP MORGAN EXCHANGE TRADED FD's ticker is JPEM and the CUSIP is 46641Q308. A total of 111 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $208,643 | -31.7% | 3,858 | -32.5% | 0.01% | -30.0% |
| Q1 2024 | $305,637 | -7.2% | 5,719 | -9.3% | 0.01% | -16.7% |
| Q4 2023 | $329,179 | +0.3% | 6,307 | -3.2% | 0.01% | -25.0% |
| Q3 2023 | $328,193 | -6.1% | 6,516 | -5.9% | 0.02% | -11.1% |
| Q2 2023 | $349,602 | -1.7% | 6,924 | -1.8% | 0.02% | -14.3% |
| Q1 2023 | $355,773 | -26.2% | 7,048 | -27.9% | 0.02% | -36.4% |
| Q4 2022 | $482,032 | +43.9% | 9,779 | +30.1% | 0.03% | +26.9% |
| Q3 2022 | $335,000 | +39.6% | 7,516 | +54.6% | 0.03% | +44.4% |
| Q2 2022 | $240,000 | -0.4% | 4,863 | +12.2% | 0.02% | +5.9% |
| Q1 2022 | $241,000 | -14.8% | 4,333 | -13.0% | 0.02% | -15.0% |
| Q4 2021 | $283,000 | +18.9% | 4,982 | +20.6% | 0.02% | +11.1% |
| Q3 2021 | $238,000 | +18.4% | 4,131 | +22.1% | 0.02% | +12.5% |
| Q2 2021 | $201,000 | – | 3,384 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| American Money Management, LLC | 124,574 | $7,047,000 | 2.62% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 221,863 | $12,550,000 | 1.74% |
| HERON FINANCIAL GROUP, LLC | 21,824 | $1,238,000 | 0.75% |
| Berger Financial Group, Inc | 56,996 | $3,224,000 | 0.70% |
| Linscomb Wealth, Inc. | 222,954 | $12,612,000 | 0.69% |
| CreativeOne Wealth, LLC | 139,805 | $7,908,000 | 0.60% |
| LexAurum Advisors, LLC | 30,457 | $1,723,000 | 0.59% |
| Crumly & Associates Inc. | 14,858 | $840,000 | 0.49% |
| Wolf Group Capital Advisors | 14,406 | $815,000 | 0.47% |
| SONATA CAPITAL GROUP INC | 14,786 | $836,000 | 0.40% |