Avior Wealth Management, LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 66 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$3,115
-34.7%
71
-33.6%
0.00%
Q2 2023$4,773
-0.7%
1070.0%0.00%
Q1 2023$4,807
-77.5%
107
-78.1%
0.00%
-100.0%
Q4 2022$21,393
-90.5%
488
-90.8%
0.00%
-89.5%
Q3 2022$225,000
-41.4%
5,328
-39.6%
0.02%
-51.3%
Q2 2022$384,000
-36.1%
8,814
-28.3%
0.04%
-25.0%
Q1 2022$601,000
-44.4%
12,293
-41.1%
0.05%
-41.6%
Q4 2021$1,080,000
-45.5%
20,871
-45.2%
0.09%
-45.7%
Q3 2021$1,982,000
-18.6%
38,067
-18.2%
0.16%
-33.1%
Q2 2021$2,434,000
-5.8%
46,544
-7.2%
0.24%
-11.2%
Q1 2021$2,584,00050,1330.28%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q2 2023
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 77,566$3,769,0002.01%
Windsor Capital Management, LLC 80,763$3,924,0001.69%
NICOLET ADVISORY SERVICES, LLC 160,050$7,777,0001.20%
Pinnacle Wealth Planning Services, Inc. 79,194$3,456,0001.12%
KCS Wealth Advisory 24,461$1,189,0000.98%
MISSION WEALTH MANAGEMENT, LP 163,855$7,962,0000.69%
Gradient Investments LLC 255,202$12,400,0000.56%
GeoWealth Management, LLC 25,121$1,221,0000.50%
CreativeOne Wealth, LLC 65,861$3,200,0000.50%
Rehmann Capital Advisory Group 70,808$3,440,560,0000.47%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders