JP MORGAN EXCHANGE TRADED FD's ticker is JPEM and the CUSIP is 46641Q308. A total of 87 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,260 | -52.6% | 303 | -49.2% | 0.00% | 0.0% |
| Q2 2023 | $32,202 | +103777.4% | 596 | +11.0% | 0.00% | 0.0% |
| Q4 2022 | $31 | -99.9% | 537 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | 0.0% | 537 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | 0.0% | 537 | 0.0% | 0.00% | – |
| Q1 2022 | $31,000 | – | 537 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q4 2020 | $11,000 | +22.2% | 200 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -27.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | -60.7% | 200 | -63.6% | 0.00% | -50.0% |
| Q3 2019 | $28,000 | +115.4% | 549 | +120.5% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $13,000 | – | 249 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BlackDiamond Wealth Management, LLC | 26,755 | $1,491,000 | 1.78% |
| American Money Management, LLC | 119,654 | $6,667,000 | 1.77% |
| HERON FINANCIAL GROUP, LLC | 30,372 | $1,692,000 | 0.88% |
| Linscomb & Williams, Inc. | 217,488 | $12,119,000 | 0.58% |
| KCS Wealth Advisory | 18,052 | $1,006,000 | 0.46% |
| Berger Financial Group, Inc | 63,161 | $3,519,000 | 0.45% |
| Wolf Group Capital Advisors | 14,793 | $824,000 | 0.42% |
| Integrity Advisory, LLC | 5,993 | $334,000 | 0.33% |
| TIEMANN INVESTMENT ADVISORS, LLC | 10,501 | $585,000 | 0.27% |
| Slow Capital, Inc. | 22,581 | $1,258,000 | 0.24% |