J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 114 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,249,985 | -53.0% | 129,205 | -51.4% | 0.01% | -62.5% |
| Q2 2023 | $13,291,345 | -10.2% | 265,659 | -8.8% | 0.02% | -14.3% |
| Q1 2023 | $14,795,797 | +4.6% | 291,194 | +2.3% | 0.03% | -3.4% |
| Q4 2022 | $14,143,000 | +29.5% | 284,609 | +26.2% | 0.03% | +16.0% |
| Q3 2022 | $10,922,000 | -6.5% | 225,540 | -3.5% | 0.02% | -3.8% |
| Q2 2022 | $11,680,000 | +11023.8% | 233,757 | +11319.5% | 0.03% | – |
| Q1 2022 | $105,000 | -2.8% | 2,047 | +3.8% | 0.00% | – |
| Q4 2021 | $108,000 | +12.5% | 1,973 | +13.0% | 0.00% | – |
| Q3 2021 | $96,000 | -5.0% | 1,746 | -4.9% | 0.00% | – |
| Q2 2021 | $101,000 | +124.4% | 1,836 | +124.4% | 0.00% | – |
| Q1 2021 | $45,000 | +12.5% | 818 | +12.4% | 0.00% | – |
| Q4 2020 | $40,000 | 0.0% | 728 | 0.0% | 0.00% | – |
| Q3 2020 | $40,000 | +2.6% | 728 | 0.0% | 0.00% | – |
| Q2 2020 | $39,000 | 0.0% | 728 | 0.0% | 0.00% | – |
| Q1 2020 | $39,000 | – | 728 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 135,729 | $6,871,972 | 7.34% |
| AllGen Financial Advisors, Inc. | 170,031 | $8,608,654 | 6.01% |
| Helen Stephens Group, LLC | 153,200 | $7,756,525 | 4.03% |
| Wealth Alliance Advisory Group, LLC | 156,730 | $7,935,232 | 2.97% |
| Asio Capital, LLC | 218,545 | $11,064,933 | 2.87% |
| Landmark Wealth Management, LLC | 61,924 | $3,135 | 1.74% |
| Keudell/Morrison Wealth Management | 108,886 | $5,512,898 | 1.62% |
| CONDOR CAPITAL MANAGEMENT | 216,846 | $10,978,913 | 1.38% |
| Avantax Planning Partners, Inc. | 550,629 | $27,878,346 | 1.13% |
| Slow Capital, Inc. | 110,508 | $5,595,021 | 1.05% |