J P MORGAN EXCHANGE TRADED F's ticker is JSCP and the CUSIP is 46641Q274. A total of 51 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,932,318 | +10.8% | 130,784 | +11.8% | 0.01% | -10.0% |
| Q2 2023 | $5,353,475 | -14.5% | 116,974 | -13.6% | 0.01% | -16.7% |
| Q1 2023 | $6,263,484 | +425.0% | 135,342 | +418.2% | 0.01% | +500.0% |
| Q4 2022 | $1,193,000 | +152.8% | 26,120 | +151.0% | 0.00% | +100.0% |
| Q3 2022 | $472,000 | +13.5% | 10,408 | +16.3% | 0.00% | 0.0% |
| Q2 2022 | $416,000 | +166.7% | 8,948 | +0.2% | 0.00% | – |
| Q1 2022 | $156,000 | -64.9% | 8,931 | +0.1% | 0.00% | -100.0% |
| Q4 2021 | $444,000 | +42.8% | 8,921 | +44.1% | 0.00% | 0.0% |
| Q3 2021 | $311,000 | +7675.0% | 6,190 | +8153.3% | 0.00% | – |
| Q2 2021 | $4,000 | – | 75 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 1,024,244 | $46,807,965 | 4.48% |
| WMS Partners, LLC | 609,150 | $27,838,155 | 2.76% |
| Beacon Harbor Wealth Advisors, Inc. | 150,090 | $6,859 | 2.33% |
| BEAM WEALTH ADVISORS, INC. | 38,548 | $1,761,651 | 1.84% |
| TOBIAS FINANCIAL ADVISORS, INC. | 120,782 | $5,519,737 | 1.81% |
| Cerro Pacific Wealth Advisors LLC | 67,192 | $3,070,697 | 1.63% |
| Tradition Wealth Management, LLC | 243,147 | $11,112 | 1.57% |
| NOESIS CAPITAL MANGEMENT CORP | 87,421 | $3,995,000 | 1.14% |
| Lodestone Wealth Management LLC | 26,709 | $1,220,620 | 0.98% |
| Transform Wealth, LLC | 129,838 | $5,944,053 | 0.67% |