J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 67 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $258,258 | -0.2% | 5,681 | 0.0% | 0.07% | +3.0% |
| Q1 2024 | $258,826 | -0.1% | 5,681 | 0.0% | 0.07% | -10.8% |
| Q4 2023 | $259,110 | -66.5% | 5,681 | -67.4% | 0.07% | -68.8% |
| Q3 2023 | $773,137 | -1.8% | 17,413 | 0.0% | 0.24% | 0.0% |
| Q2 2023 | $787,068 | -3.5% | 17,413 | -2.2% | 0.24% | -6.3% |
| Q1 2023 | $815,387 | -6.7% | 17,813 | -8.1% | 0.25% | -13.7% |
| Q4 2022 | $874,110 | +131.2% | 19,373 | +126.9% | 0.29% | +92.8% |
| Q3 2022 | $378,000 | -0.5% | 8,539 | +3.1% | 0.15% | +15.2% |
| Q2 2022 | $380,000 | – | 8,284 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 2,254,884 | $102,507,044 | 14.70% |
| Echo Wealth Management, LLC | 355,837 | $16,176,356 | 12.19% |
| Lionsbridge Wealth Management LLC | 185,211 | $8,419,692 | 6.74% |
| Planned Solutions, Inc. | 301,768 | $13,718,396 | 6.64% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 355,097 | $16,142,706 | 6.21% |
| FMA Wealth Management, LLC | 165,415 | $7,519,753 | 6.08% |
| Wagner Wealth Management, LLC | 388,207 | $17,647,905 | 5.28% |
| Fortress Wealth Management, Inc. | 222,442 | $10,112,217 | 5.17% |
| D'Orazio & Associates, Inc. | 689,589 | $31,348,732 | 4.81% |
| Scott Capital Advisors, LLC | 340,048 | $15,448,393 | 4.56% |