J P MORGAN EXCHANGE-TRADED F's ticker is JPME and the CUSIP is 46641Q886. A total of 77 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,792,428 | -1.3% | 71,350 | +2.8% | 0.21% | -7.8% |
| Q1 2024 | $6,880,869 | +48.4% | 69,406 | +36.0% | 0.23% | +34.1% |
| Q4 2023 | $4,636,559 | +29.5% | 51,045 | +19.2% | 0.17% | +2.4% |
| Q3 2023 | $3,580,922 | +494.2% | 42,809 | +527.2% | 0.17% | +445.2% |
| Q2 2023 | $602,613 | -41.2% | 6,825 | -42.9% | 0.03% | -48.3% |
| Q1 2023 | $1,025,011 | +29.9% | 11,948 | +27.4% | 0.06% | +11.1% |
| Q4 2022 | $789,290 | +224.8% | 9,377 | +195.1% | 0.05% | +184.2% |
| Q3 2022 | $243,000 | – | 3,178 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 273,541 | $17,801,000 | 13.86% |
| CreativeOne Wealth, LLC | 330,611 | $21,516,000 | 5.62% |
| Cerity Partners OCIO LLC | 541,913 | $35,266,000 | 2.01% |
| Trilogy Capital Inc. | 154,505 | $10,055,000 | 1.20% |
| PACIFIC FINANCIAL GROUP INC | 116,586 | $7,587,000 | 0.92% |
| Frontier Wealth Management LLC | 76,790 | $4,997,000 | 0.68% |
| APPLETON PARTNERS INC/MA | 63,493 | $4,132,000 | 0.55% |
| MASSMUTUAL TRUST CO FSB/ADV | 30,377 | $1,976,865,000 | 0.14% |
| FinTrust Capital Advisors, LLC | 9,000 | $236,000 | 0.10% |
| OneDigital Investment Advisors LLC | 8,822 | $574,000 | 0.08% |