J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 101 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,200,282 | -14.4% | 69,967 | -13.5% | 0.08% | -13.3% |
| Q1 2024 | $3,737,516 | +17.5% | 80,916 | +16.8% | 0.10% | -4.9% |
| Q4 2023 | $3,181,602 | +12.8% | 69,293 | +7.8% | 0.10% | -1.9% |
| Q3 2023 | $2,821,174 | +0.3% | 64,293 | +1.9% | 0.10% | -0.9% |
| Q2 2023 | $2,813,333 | -15.3% | 63,065 | -14.6% | 0.11% | -23.7% |
| Q1 2023 | $3,319,664 | +5.0% | 73,885 | +2.4% | 0.14% | -7.9% |
| Q4 2022 | $3,162,999 | -12.6% | 72,149 | -15.5% | 0.15% | -21.4% |
| Q3 2022 | $3,619,000 | -14.3% | 85,378 | -11.9% | 0.19% | -13.5% |
| Q2 2022 | $4,224,000 | +2.3% | 96,862 | +14.7% | 0.22% | +16.2% |
| Q1 2022 | $4,130,000 | -36.2% | 84,440 | -32.4% | 0.19% | -34.4% |
| Q4 2021 | $6,470,000 | -16.1% | 124,979 | -15.6% | 0.29% | -26.0% |
| Q3 2021 | $7,713,000 | -6.7% | 148,124 | -6.2% | 0.39% | -10.3% |
| Q2 2021 | $8,263,000 | -8.4% | 157,958 | -9.7% | 0.44% | -16.4% |
| Q1 2021 | $9,022,000 | -25.8% | 175,018 | -25.3% | 0.52% | -31.1% |
| Q4 2020 | $12,155,000 | +10.4% | 234,193 | +6.3% | 0.76% | -7.6% |
| Q3 2020 | $11,011,000 | +38.3% | 220,241 | +34.4% | 0.82% | +19.9% |
| Q2 2020 | $7,962,000 | +27.2% | 163,855 | +16.0% | 0.69% | -0.6% |
| Q1 2020 | $6,258,000 | +1.5% | 141,242 | +18.5% | 0.69% | +16.5% |
| Q4 2019 | $6,168,000 | +2281.5% | 119,151 | +2265.5% | 0.59% | +2017.9% |
| Q3 2019 | $259,000 | – | 5,037 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAM Advisors, LLC | 342,495 | $14,943,000 | 7.49% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 361,001 | $15,744,000 | 6.18% |
| Peregrine Asset Advisers, Inc. | 80,633 | $3,517,000 | 2.56% |
| Windsor Capital Management, LLC | 134,675 | $5,873,000 | 2.09% |
| Marion Wealth Management | 90,658 | $3,954,000 | 2.07% |
| CONDOR CAPITAL MANAGEMENT | 223,658 | $9,754,000 | 1.27% |
| NICOLET ADVISORY SERVICES, LLC | 145,499 | $6,433,000 | 0.96% |
| Simmons Bank | 192,459 | $8,394,000 | 0.74% |
| Wolf Group Capital Advisors | 27,219 | $1,187,000 | 0.62% |
| Royal Fund Management, LLC | 68,292 | $2,978,000 | 0.50% |