J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46654Q203. A total of 417 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is 1.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,832,236 | +2.3% | 105,085 | -0.0% | 0.18% | -4.7% |
| Q1 2024 | $5,702,561 | -8.6% | 105,136 | -17.2% | 0.19% | -16.8% |
| Q4 2023 | $6,238,364 | +72.9% | 126,925 | +65.1% | 0.23% | +36.5% |
| Q3 2023 | $3,608,317 | +29.4% | 76,887 | +33.4% | 0.17% | +17.2% |
| Q2 2023 | $2,787,849 | +45.0% | 57,636 | +35.1% | 0.14% | +28.3% |
| Q1 2023 | $1,922,932 | +72.0% | 42,647 | +55.6% | 0.11% | +48.7% |
| Q4 2022 | $1,117,921 | +31.1% | 27,400 | +33.8% | 0.08% | +16.9% |
| Q3 2022 | $853,000 | +213.6% | 20,483 | +245.1% | 0.06% | +209.5% |
| Q2 2022 | $272,000 | – | 5,935 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 1,606,692 | $89,171,422 | 39.35% |
| HILLTOP WEALTH ADVISORS, LLC | 404,785 | $22,465,569 | 11.27% |
| Socha Financial Group, LLC | 407,339 | $22,607,315 | 10.58% |
| Requisite Capital Management, LLC | 776,726 | $43,108,300 | 9.76% |
| Evergreen Wealth Solutions, LLC | 241,214 | $13,387,359 | 9.50% |
| Second Half Financial Partners, LLC | 212,061 | $11,769,383 | 9.42% |
| MADDEN SECURITIES Corp | 291,631 | $16,185,512 | 7.17% |
| Lebenthal Global Advisors, LLC | 576,254 | $31,982,066 | 7.01% |
| Caerus Investment Advisors, LLC | 123,290 | $6,842,595 | 6.69% |
| Vienna Asset Management LLC | 118,201 | $6,560,145 | 5.43% |