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

J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 325 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q2 2024$4,325,657
-36.3%
85,243
-36.3%
0.32%
-49.5%
Q1 2024$6,786,729
+105.7%
133,755
+106.1%
0.64%
+100.0%
Q4 2023$3,300,064
+35.2%
64,885
+34.1%
0.32%
+24.8%
Q3 2023$2,441,579
-44.2%
48,396
-44.0%
0.26%
-34.4%
Q2 2023$4,377,782
-27.0%
86,432
-26.8%
0.39%
-30.6%
Q1 2023$5,997,081
+272.7%
118,076
+271.2%
0.57%
+214.4%
Q4 2022$1,609,286
+4.0%
31,808
+3.4%
0.18%
-10.4%
Q3 2022$1,547,000
-27.5%
30,748
-27.1%
0.20%
-36.8%
Q2 2022$2,135,000
-84.5%
42,153
-84.5%
0.32%
-79.4%
Q1 2022$13,763,000
-29.9%
271,771
-29.3%
1.54%
-24.8%
Q4 2021$19,640,000
+4.3%
384,654
+4.4%
2.05%
-5.0%
Q3 2021$18,825,000
+13.3%
368,580
+13.2%
2.16%
+6.3%
Q2 2021$16,621,000
+222.0%
325,583
+222.0%
2.03%
+96.1%
Q1 2021$5,161,000101,1071.04%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q3 2022
NameSharesValueWeighting ↓
Auxano Advisors, LLC 799,201$40,799,00018.65%
Corbenic Partners LLC 1,260,780$64,363,00016.87%
Americana Partners, LLC 375,760$18,614,0009.45%
TMD Wealth Management, LLC 225,221$11,498,0005.02%
Mosaic Advisors LLC 122,168$6,237,0004.07%
John W. Brooker & Co., CPAs 105,837$5,403,0003.15%
BCGM Wealth Management, LLC 101,153$5,168,0003.06%
TOWNSQUARE CAPITAL LLC 1,687,186$86,115,0002.78%
HARBOUR INVESTMENT MANAGEMENT LLC 108,405$5,534,0002.77%
Lehman & Derafelo Financial Resources LLC 177,700$9,072,0002.48%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders