J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 165 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $304,582 | -0.2% | 6,700 | 0.0% | 0.15% | +2.7% |
| Q1 2024 | $305,252 | -0.1% | 6,700 | 0.0% | 0.15% | -9.8% |
| Q4 2023 | $305,587 | +2.7% | 6,700 | 0.0% | 0.16% | -22.4% |
| Q3 2023 | $297,480 | -1.8% | 6,700 | 0.0% | 0.21% | +11.7% |
| Q2 2023 | $302,840 | -1.3% | 6,700 | 0.0% | 0.19% | -5.1% |
| Q1 2023 | $306,691 | – | 6,700 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 2,048,486 | $93,431,461 | 15.90% |
| Echo Wealth Management, LLC | 294,574 | $13,373,660 | 12.48% |
| TPG Financial Advisors, LLC | 381,993 | $17,342,499 | 8.83% |
| MRA Advisory Group | 220,464 | $10,055,378 | 6.63% |
| FMA Wealth Management, LLC | 153,443 | $6,998,702 | 6.38% |
| Planned Solutions, Inc. | 295,889 | $13,495,497 | 6.32% |
| Fortress Wealth Management, Inc. | 225,136 | $10,268,441 | 5.60% |
| Family Asset Management, LLC | 179,957 | $8,207,853 | 5.48% |
| Lionsbridge Wealth Management LLC | 143,481 | $6,544,168 | 5.23% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 283,034 | $12,909,181 | 5.12% |