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 ↓
5th Street Advisors, LLC 389,987$17,689,81111.68%
Roof Eidam Maycock Peralta, LLC 346,570$15,720,4155.18%
WMS Partners, LLC 864,328$39,205,9183.10%
BEAM WEALTH ADVISORS, INC. 35,903$1,628,5661.16%
Tradition Wealth Management, LLC 213,932$9,7041.16%
Norway Savings Bank 42,583$1,931,5650.95%
NOESIS CAPITAL MANGEMENT CORP 149,640$6,787,6700.89%
TOBIAS FINANCIAL ADVISORS, INC. 73,404$3,329,6050.87%
Lodestone Wealth Management LLC 21,753$986,7040.69%
Lowe Wealth Advisors, LLC 24,695$1,120,1650.60%
View complete list of J P MORGAN EXCHANGE TRADED F shareholders