J P MORGAN EXCHANGE-TRADED F's ticker is JAGG and the CUSIP is 46641Q241. 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 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,341 | -5.5% | 13,302 | -1.3% | 0.10% | -3.8% |
| Q2 2023 | $622,408 | -1.4% | 13,478 | +0.2% | 0.10% | -3.7% |
| Q1 2023 | $631,372 | +3.0% | 13,448 | +0.5% | 0.11% | 0.0% |
| Q4 2022 | $612,815 | +42.2% | 13,383 | +41.3% | 0.11% | +32.9% |
| Q3 2022 | $431,000 | -3.1% | 9,468 | +2.1% | 0.08% | +3.8% |
| Q2 2022 | $445,000 | -20.8% | 9,275 | -16.7% | 0.08% | -11.2% |
| Q1 2022 | $562,000 | -5.5% | 11,130 | -0.4% | 0.09% | -2.2% |
| Q4 2021 | $595,000 | -2.6% | 11,173 | -0.7% | 0.09% | -9.0% |
| Q3 2021 | $611,000 | – | 11,257 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Berger Financial Group, Inc | 773,964 | $42,007,000 | 7.57% |
| ARS Wealth Advisors Group, LLC | 443,711 | $24,082,000 | 4.37% |
| Intelligence Driven Advisers, LLC | 221,140 | $11,988,000 | 2.69% |
| Smart Portfolios, LLC | 46,267 | $2,511,000 | 2.00% |
| CGN Advisors LLC | 97,248 | $5,278,000 | 1.72% |
| STRATEGIC WEALTH MANAGEMENT INC | 46,267 | $2,511,000 | 1.30% |
| Integrated Wealth Concepts LLC | 733,482 | $39,810,000 | 1.30% |
| Eldridge Investment Advisors, Inc. | 65,363 | $3,548,000 | 1.26% |
| CreativeOne Wealth, LLC | 219,913 | $12,042,000 | 0.71% |
| Legacy Private Trust Co. | 144,132 | $7,823,000 | 0.63% |