J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46654Q203. A total of 417 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is 1.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,204,128 | +2.3% | 21,696 | 0.0% | 0.12% | -1.6% |
| Q1 2024 | $1,176,791 | +18.7% | 21,696 | +9.3% | 0.13% | +8.6% |
| Q4 2023 | $991,460 | +71.1% | 19,857 | +60.8% | 0.12% | +54.7% |
| Q3 2023 | $579,586 | +22.9% | 12,350 | +26.7% | 0.08% | +27.1% |
| Q2 2023 | $471,608 | +7.3% | 9,750 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $439,628 | – | 9,750 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 1,606,692 | $89,171,422 | 39.35% |
| HILLTOP WEALTH ADVISORS, LLC | 404,785 | $22,465,569 | 11.27% |
| Socha Financial Group, LLC | 407,339 | $22,607,315 | 10.58% |
| Requisite Capital Management, LLC | 776,726 | $43,108,300 | 9.76% |
| Evergreen Wealth Solutions, LLC | 241,214 | $13,387,359 | 9.50% |
| Second Half Financial Partners, LLC | 212,061 | $11,769,383 | 9.42% |
| MADDEN SECURITIES Corp | 291,631 | $16,185,512 | 7.17% |
| Lebenthal Global Advisors, LLC | 576,254 | $31,982,066 | 7.01% |
| Caerus Investment Advisors, LLC | 123,290 | $6,842,595 | 6.69% |
| Vienna Asset Management LLC | 118,201 | $6,560,145 | 5.43% |