Transform Wealth, LLC - J P MORGAN EXCHANGE TRADED F ownership

J P MORGAN EXCHANGE TRADED F's ticker is JSCP and the CUSIP is 46641Q274. A total of 38 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of J P MORGAN EXCHANGE TRADED F
ValueSharesWeighting
Q3 2023$4,814,257
+0.6%
106,134
+1.5%
0.51%
+18.1%
Q2 2023$4,787,674
-0.1%
104,534
+1.0%
0.43%
-4.9%
Q1 2023$4,792,235
-19.4%
103,547
-20.2%
0.45%
-32.1%
Q4 2022$5,944,053
-2.3%
129,838
-3.2%
0.67%
-15.8%
Q3 2022$6,081,000
-31.9%
134,169
-30.2%
0.79%
-40.4%
Q2 2022$8,924,000
+5.6%
192,130
+8.7%
1.33%
+40.2%
Q1 2022$8,451,000176,7930.95%
Other shareholders
J P MORGAN EXCHANGE TRADED F shareholders Q3 2022
NameSharesValueWeighting ↓
Smart Portfolios, LLC 84,290$4,192,0003.19%
Cerro Pacific Wealth Advisors LLC 85,580$4,256,0002.70%
Tortoise Investment Management, LLC 280,114$13,930,0002.61%
BlackDiamond Wealth Management, LLC 39,058$1,942,0002.23%
BEAM WEALTH ADVISORS, INC. 36,648$1,823,0002.09%
ERn Financial, LLC 144,002$7,161,0001.60%
Nelson Capital Management, LLC 142,317$7,077,0001.31%
Hennion & Walsh Asset Management, Inc. 362,975$18,051,0000.89%
USAdvisors Wealth Management, LLC 23,064$1,147,0000.47%
COLLECTIVE FAMILY OFFICE LLC 20,166$1,003,0000.40%
View complete list of J P MORGAN EXCHANGE TRADED F shareholders