J P MORGAN EXCHANGE-TRADED F's ticker is JMIN and the CUSIP is 46641Q787.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,483,000 | -1.1% | 41,902 | +7.4% | 0.00% | 0.0% |
| Q1 2022 | $1,499,000 | -2.0% | 39,031 | -1.4% | 0.00% | 0.0% |
| Q4 2021 | $1,530,000 | +1.6% | 39,592 | -7.5% | 0.00% | 0.0% |
| Q3 2021 | $1,506,000 | -0.5% | 42,815 | -0.4% | 0.00% | 0.0% |
| Q2 2021 | $1,514,000 | -9.3% | 42,995 | -13.8% | 0.00% | -25.0% |
| Q1 2021 | $1,670,000 | -11.3% | 49,903 | -16.0% | 0.00% | -20.0% |
| Q4 2020 | $1,883,000 | -29.5% | 59,421 | -34.7% | 0.01% | -37.5% |
| Q3 2020 | $2,670,000 | -22.3% | 91,030 | -26.0% | 0.01% | -33.3% |
| Q2 2020 | $3,438,000 | +31.6% | 123,055 | +16.3% | 0.01% | +9.1% |
| Q1 2020 | $2,613,000 | – | 105,830 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BlackDiamond Wealth Management, LLC | 15,228 | $585,000 | 0.70% |
| SILVER OAK SECURITIES, Inc | 34,280 | $1,350,000 | 0.27% |
| Concorde Asset Management, LLC | 8,503 | $327,000 | 0.22% |
| Retirement Planning Group, LLC | 26,575 | $1,020,000 | 0.11% |
| ALTFEST L J & CO INC | 15,581 | $598,000 | 0.11% |
| INTRUST BANK NA | 9,881 | $379,000 | 0.05% |
| Fort Point Capital Partners LLC | 5,435 | $209,000 | 0.03% |
| 55I, LLC | 5,434 | $209,000 | 0.01% |
| OSAIC HOLDINGS, INC. | 39,031 | $1,499,000 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 26,754 | $1,027,000 | 0.00% |