J P MORGAN EXCHANGE-TRADED F's ticker is JPME and the CUSIP is 46641Q886. A total of 66 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 | $1,223,419 | +103.5% | 14,616 | +114.8% | 0.00% | +100.0% |
| Q2 2023 | $601,241 | +8.9% | 6,806 | +5.8% | 0.00% | 0.0% |
| Q1 2023 | $552,023 | +0.8% | 6,434 | -1.1% | 0.00% | 0.0% |
| Q4 2022 | $547,897 | -5.4% | 6,503 | -14.2% | 0.00% | 0.0% |
| Q3 2022 | $579,000 | -8.4% | 7,580 | -3.4% | 0.00% | 0.0% |
| Q2 2022 | $632,000 | -1.7% | 7,843 | +14.1% | 0.00% | 0.0% |
| Q1 2022 | $643,000 | -0.8% | 6,874 | +1.2% | 0.00% | 0.0% |
| Q4 2021 | $648,000 | +23.4% | 6,791 | +13.1% | 0.00% | 0.0% |
| Q3 2021 | $525,000 | -0.6% | 6,003 | -0.0% | 0.00% | 0.0% |
| Q2 2021 | $528,000 | +4.1% | 6,006 | -2.0% | 0.00% | 0.0% |
| Q1 2021 | $507,000 | -27.5% | 6,131 | -34.0% | 0.00% | -50.0% |
| Q4 2020 | $699,000 | +18.1% | 9,286 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $592,000 | +1.4% | 9,274 | -4.2% | 0.00% | 0.0% |
| Q2 2020 | $584,000 | +34.3% | 9,682 | +10.9% | 0.00% | 0.0% |
| Q1 2020 | $435,000 | – | 8,728 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 266,814 | $17,845,000 | 13.10% |
| CreativeOne Wealth, LLC | 361,045 | $23,994,000 | 5.04% |
| GeoWealth Management, LLC | 13,103 | $871,000 | 2.29% |
| ARGI Investment Services, LLC | 586,793 | $38,997,000 | 2.10% |
| Trilogy Capital Inc. | 155,261 | $10,373,000 | 1.14% |
| PACIFIC FINANCIAL GROUP INC | 116,586 | $7,587,000 | 0.92% |
| Frontier Wealth Management LLC | 68,552 | $4,556,000 | 0.67% |
| APPLETON PARTNERS INC/MA | 71,345 | $4,741,000 | 0.59% |
| MASSMUTUAL TRUST CO FSB/ADV | 31,061 | $2,064,000 | 0.14% |
| FinTrust Capital Advisors, LLC | 9,000 | $233,000 | 0.09% |