J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 83 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,239,474 | -29.5% | 50,436 | -28.2% | 0.00% | -50.0% |
| Q2 2023 | $3,175,048 | -3.1% | 70,251 | -1.9% | 0.01% | 0.0% |
| Q1 2023 | $3,277,385 | +219.7% | 71,595 | +215.3% | 0.01% | +200.0% |
| Q4 2022 | $1,025,000 | +46.6% | 22,704 | +44.0% | 0.00% | 0.0% |
| Q3 2022 | $699,000 | +22.2% | 15,771 | +26.5% | 0.00% | +100.0% |
| Q2 2022 | $572,000 | – | 12,470 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 1,614,047 | $72,825,801 | 18.44% |
| TPG Financial Advisors, LLC | 351,106 | $15,841,903 | 9.61% |
| Planned Solutions, Inc. | 263,500 | $11,889,120 | 8.71% |
| Capital Advisors Wealth Management, LLC | 371,059 | $16,742,204 | 5.07% |
| Syntegra Private Wealth Group, LLC | 551,456 | $24,881,695 | 4.99% |
| Prentice Wealth Management LLC | 121,251 | $5,470,845 | 2.76% |
| Fortress Wealth Management, Inc. | 64,046 | $2,889,760 | 2.40% |
| Paladin Advisory Group, LLC | 59,225 | $2,672,232 | 2.28% |
| Financial Management Professionals, Inc. | 213,798 | $9,647 | 1.97% |
| Armor Investment Advisors, LLC | 65,638 | $2,961,591 | 1.80% |