J P MORGAN EXCHANGE-TRADED F's ticker is JMIN and the CUSIP is 46641Q787.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $264,000 | -19.3% | 7,465 | -12.2% | 0.40% | +83.4% |
| Q1 2022 | $327,000 | -23.1% | 8,503 | -22.6% | 0.22% | -14.6% |
| Q4 2021 | $425,000 | +6.0% | 10,986 | -3.5% | 0.25% | +10.0% |
| Q3 2021 | $401,000 | +0.2% | 11,387 | +0.3% | 0.23% | +2.7% |
| Q2 2021 | $400,000 | +5.5% | 11,355 | +0.2% | 0.22% | +2.7% |
| Q1 2021 | $379,000 | +13.5% | 11,327 | -0.6% | 0.22% | +14.7% |
| Q3 2020 | $334,000 | +5.7% | 11,396 | +0.6% | 0.19% | -27.7% |
| Q2 2020 | $316,000 | -6.8% | 11,325 | -17.4% | 0.26% | -24.4% |
| Q1 2020 | $339,000 | +35.6% | 13,716 | +72.4% | 0.35% | +101.7% |
| Q4 2019 | $250,000 | – | 7,954 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BlackDiamond Wealth Management, LLC | 15,228 | $585,000 | 0.70% |
| SILVER OAK SECURITIES, Inc | 34,280 | $1,350,000 | 0.27% |
| Concorde Asset Management, LLC | 8,503 | $327,000 | 0.22% |
| Retirement Planning Group, LLC | 26,575 | $1,020,000 | 0.11% |
| ALTFEST L J & CO INC | 15,581 | $598,000 | 0.11% |
| INTRUST BANK NA | 9,881 | $379,000 | 0.05% |
| Fort Point Capital Partners LLC | 5,435 | $209,000 | 0.03% |
| 55I, LLC | 5,434 | $209,000 | 0.01% |
| OSAIC HOLDINGS, INC. | 39,031 | $1,499,000 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 26,754 | $1,027,000 | 0.00% |