J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 67 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232 | -3.3% | 5,291 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $240 | +2.1% | 5,371 | +2.9% | 0.01% | 0.0% |
| Q1 2023 | $235 | +7.8% | 5,219 | +4.8% | 0.01% | 0.0% |
| Q4 2022 | $218 | -99.9% | 4,981 | +39.2% | 0.01% | +30.0% |
| Q3 2022 | $152,000 | +6.3% | 3,579 | +8.9% | 0.01% | 0.0% |
| Q2 2022 | $143,000 | -10.6% | 3,285 | +0.6% | 0.01% | 0.0% |
| Q1 2022 | $160,000 | -3.0% | 3,267 | +2.7% | 0.01% | 0.0% |
| Q4 2021 | $165,000 | -2.4% | 3,181 | -1.9% | 0.01% | -9.1% |
| Q3 2021 | $169,000 | -4.0% | 3,244 | -3.8% | 0.01% | -8.3% |
| Q2 2021 | $176,000 | +54.4% | 3,372 | +52.4% | 0.01% | +50.0% |
| Q1 2021 | $114,000 | +178.0% | 2,213 | +182.3% | 0.01% | +100.0% |
| Q4 2020 | $41,000 | +17.1% | 784 | +11.0% | 0.00% | +33.3% |
| Q3 2020 | $35,000 | +12.9% | 706 | +10.5% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +10.7% | 639 | +1.4% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | – | 630 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 82,949 | $35,459,300 | 12.28% |
| Windsor Capital Management, LLC | 135,660 | $5,952,772 | 2.06% |
| Founders Financial Alliance, LLC | 83,382 | $3,658,823 | 1.60% |
| LOCKERMAN FINANCIAL GROUP, INC. | 8,747 | $383,802 | 1.03% |
| Vawter Financial, Ltd. | 22,256 | $976,593 | 0.88% |
| GREAT VALLEY ADVISOR GROUP, INC. | 421,169 | $18,481,279 | 0.77% |
| Wolf Group Capital Advisors | 33,710 | $1,479,202 | 0.70% |
| NICOLET ADVISORY SERVICES, LLC | 121,709 | $5,258,489 | 0.58% |
| Pinnacle Wealth Planning Services, Inc. | 80,534 | $3,533,817 | 0.58% |
| Vestmark Advisory Solutions, Inc. | 147,440 | $6,469,667 | 0.47% |