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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $580 | -0.7% | 13 | 0.0% | 0.00% | – |
| Q1 2023 | $584 | -99.9% | 13 | -99.9% | 0.00% | -100.0% |
| Q1 2022 | $725,000 | -6.6% | 15,613 | +1.2% | 0.05% | -2.0% |
| Q4 2021 | $776,000 | -1.3% | 15,430 | +1.4% | 0.05% | -1.9% |
| Q3 2021 | $786,000 | -0.3% | 15,219 | +0.2% | 0.05% | -5.5% |
| Q2 2021 | $788,000 | +2.1% | 15,186 | +1.7% | 0.06% | -8.3% |
| Q1 2021 | $772,000 | -7.7% | 14,930 | -7.0% | 0.06% | -15.5% |
| Q4 2020 | $836,000 | +2.5% | 16,048 | +0.0% | 0.07% | -11.2% |
| Q3 2020 | $816,000 | -10.3% | 16,040 | -10.9% | 0.08% | -14.9% |
| Q2 2020 | $910,000 | +8.2% | 18,006 | -0.2% | 0.09% | -13.8% |
| Q1 2020 | $841,000 | -13.2% | 18,051 | -2.9% | 0.11% | -4.4% |
| Q4 2019 | $969,000 | +1.4% | 18,599 | -0.2% | 0.11% | -13.0% |
| Q3 2019 | $956,000 | -0.5% | 18,645 | -0.9% | 0.13% | -9.7% |
| Q2 2019 | $961,000 | -3.1% | 18,823 | -4.8% | 0.14% | -6.5% |
| Q1 2019 | $992,000 | +0.9% | 19,765 | -0.1% | 0.16% | -1.9% |
| Q4 2018 | $983,000 | +3.6% | 19,784 | +0.7% | 0.16% | -8.7% |
| Q3 2018 | $949,000 | -2.9% | 19,652 | -0.5% | 0.17% | -13.5% |
| Q2 2018 | $977,000 | -0.4% | 19,747 | +0.6% | 0.20% | -7.0% |
| Q1 2018 | $981,000 | -32.1% | 19,630 | -30.3% | 0.22% | -44.4% |
| Q4 2017 | $1,444,000 | – | 28,157 | – | 0.39% | – |
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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% |