J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. A total of 73 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,556 | -46.9% | 3,882 | -51.3% | 0.01% | +16.7% |
| Q2 2023 | $287,492 | +133.4% | 7,972 | +101.6% | 0.01% | +20.0% |
| Q1 2023 | $123,189 | +99246.0% | 3,955 | +1.9% | 0.01% | +66.7% |
| Q4 2022 | $124 | -99.9% | 3,881 | -24.5% | 0.00% | -25.0% |
| Q3 2022 | $162,000 | +17.4% | 5,141 | +16.5% | 0.00% | 0.0% |
| Q2 2022 | $138,000 | -4.2% | 4,411 | -4.3% | 0.00% | +100.0% |
| Q1 2022 | $144,000 | +1500.0% | 4,610 | +2216.6% | 0.00% | – |
| Q4 2021 | $9,000 | 0.0% | 199 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 199 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | – | 199 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koss-Olinger Consulting, LLC | 1,151,379 | $45,238,000 | 6.67% |
| Capital Advisors Wealth Management, LLC | 505,055 | $19,843,609 | 5.18% |
| Choice Wealth Advisors, LLC | 180,509 | $7,092,213 | 5.01% |
| LWM Advisory Services, LLC | 44,858 | $1,762,470 | 1.89% |
| Hartford Financial Management Inc. | 164,064 | $6,446,057 | 1.65% |
| Wayfinding Financial, LLC | 49,866 | $1,933 | 1.46% |
| Goldstein Advisors, LLC | 167,544 | $6,582,790 | 1.37% |
| First Pacific Financial | 72,476 | $2,847,584 | 1.27% |
| Family Capital Management, Inc. | 29,714 | $1,167,462 | 0.77% |
| KPP Advisory Services LLC | 54,217 | $2,130,186 | 0.70% |