J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 88 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,593,209 | +51.6% | 173,032 | +53.0% | 0.01% | +22.2% |
| Q2 2023 | $5,008,743 | +9.1% | 113,129 | +9.7% | 0.01% | 0.0% |
| Q1 2023 | $4,591,058 | +24.6% | 103,166 | +22.8% | 0.01% | +28.6% |
| Q4 2022 | $3,685,000 | +1.3% | 84,037 | -2.0% | 0.01% | -12.5% |
| Q3 2022 | $3,636,000 | +1.5% | 85,757 | +4.6% | 0.01% | 0.0% |
| Q2 2022 | $3,581,000 | +170.7% | 81,967 | -12.7% | 0.01% | +166.7% |
| Q1 2022 | $1,323,000 | -68.8% | 93,857 | +14.5% | 0.00% | -62.5% |
| Q4 2021 | $4,243,000 | +16.7% | 81,988 | +17.2% | 0.01% | 0.0% |
| Q3 2021 | $3,637,000 | +146.4% | 69,957 | +147.7% | 0.01% | +166.7% |
| Q2 2021 | $1,476,000 | +39.9% | 28,239 | +38.1% | 0.00% | 0.0% |
| Q1 2021 | $1,055,000 | +20.0% | 20,452 | +20.7% | 0.00% | +50.0% |
| Q4 2020 | $879,000 | -2.1% | 16,939 | -5.7% | 0.00% | -33.3% |
| Q3 2020 | $898,000 | +9.2% | 17,968 | +6.2% | 0.00% | 0.0% |
| Q2 2020 | $822,000 | +47.6% | 16,919 | +34.8% | 0.00% | +50.0% |
| Q1 2020 | $557,000 | – | 12,553 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 82,949 | $35,459,300 | 12.28% |
| Windsor Capital Management, LLC | 135,660 | $5,952,772 | 2.06% |
| Founders Financial Alliance, LLC | 83,382 | $3,658,823 | 1.60% |
| LOCKERMAN FINANCIAL GROUP, INC. | 8,747 | $383,802 | 1.03% |
| Vawter Financial, Ltd. | 22,256 | $976,593 | 0.88% |
| GREAT VALLEY ADVISOR GROUP, INC. | 421,169 | $18,481,279 | 0.77% |
| Wolf Group Capital Advisors | 33,710 | $1,479,202 | 0.70% |
| NICOLET ADVISORY SERVICES, LLC | 121,709 | $5,258,489 | 0.58% |
| Pinnacle Wealth Planning Services, Inc. | 80,534 | $3,533,817 | 0.58% |
| Vestmark Advisory Solutions, Inc. | 147,440 | $6,469,667 | 0.47% |