J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. 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 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,244 | -40.3% | 11,205 | -37.7% | 0.06% | -38.0% |
| Q2 2023 | $737,075 | +60.4% | 17,995 | +56.1% | 0.09% | +48.4% |
| Q1 2023 | $459,586 | +2.9% | 11,530 | 0.0% | 0.06% | -7.5% |
| Q4 2022 | $446,672 | +9.5% | 11,530 | 0.0% | 0.07% | -1.5% |
| Q3 2022 | $408,000 | -46.3% | 11,530 | -43.3% | 0.07% | -44.7% |
| Q2 2022 | $760,000 | -22.6% | 20,319 | -9.3% | 0.12% | -13.4% |
| Q1 2022 | $982,000 | -4.7% | 22,410 | 0.0% | 0.14% | -15.5% |
| Q4 2021 | $1,030,000 | +6.3% | 22,410 | 0.0% | 0.17% | -26.0% |
| Q3 2021 | $969,000 | -2.6% | 22,410 | 0.0% | 0.23% | -2.6% |
| Q2 2021 | $995,000 | +5.0% | 22,410 | 0.0% | 0.23% | -12.4% |
| Q1 2021 | $948,000 | +17.5% | 22,410 | 0.0% | 0.27% | +8.1% |
| Q4 2020 | $807,000 | +10.1% | 22,410 | -13.1% | 0.25% | -3.5% |
| Q3 2020 | $733,000 | +4.7% | 25,785 | 0.0% | 0.26% | -1.9% |
| Q2 2020 | $700,000 | +21.7% | 25,785 | -3.4% | 0.26% | -6.8% |
| Q1 2020 | $575,000 | – | 26,685 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koss-Olinger Consulting, LLC | 614,926 | $26,583,000 | 4.33% |
| Hartford Financial Management Inc. | 181,626 | $7,852,000 | 2.00% |
| Andesa Financial Management Inc. | 56,780 | $2,453,000 | 1.33% |
| First Pacific Financial | 55,818 | $2,413,000 | 1.28% |
| APPLETON PARTNERS INC/MA | 147,238 | $6,365,000 | 0.53% |
| Pinnacle Wealth Management Advisory Group, LLC | 22,410 | $969,000 | 0.23% |
| WBI INVESTMENTS, LLC | 27,939 | $1,196,000 | 0.20% |
| LexAurum Advisors, LLC | 14,157 | $612,000 | 0.18% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 8,049 | $348,000 | 0.15% |
| CreativeOne Wealth, LLC | 39,288 | $1,703,000 | 0.10% |