J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 1 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 2,044,669 | $90,783,309 | 17.73% |
| TPG Financial Advisors, LLC | 379,259 | $16,839,116 | 8.70% |
| Fortress Wealth Management, Inc. | 229,792 | $10,202,749 | 6.60% |
| Family Asset Management, LLC | 195,194 | $8,666,611 | 6.39% |
| Capital Advisors Wealth Management, LLC | 456,566 | $20,271,541 | 5.29% |
| Syntegra Private Wealth Group, LLC | 726,515 | $32,257,259 | 5.07% |
| Gallacher Capital Management LLC | 162,467 | $7,213,513 | 4.50% |
| Diversified, LLC | 371,979 | $16,515,881 | 4.28% |
| Lionsbridge Wealth Management LLC | 73,574 | $3,266,686 | 3.10% |
| Paladin Advisory Group, LLC | 74,417 | $3,304,115 | 2.78% |