J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 1 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,564 | -1.6% | 104 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,637 | -0.3% | 104 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,652 | +2.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,559 | +14.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 104 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $5,000 | -58.3% | 104 | -56.8% | 0.00% | -50.0% |
| Q1 2022 | $12,000 | 0.0% | 241 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | -7.7% | 241 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $13,000 | +8.3% | 241 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $12,000 | – | 241 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 77,566 | $3,769,000 | 2.01% |
| Windsor Capital Management, LLC | 80,763 | $3,924,000 | 1.69% |
| NICOLET ADVISORY SERVICES, LLC | 160,050 | $7,777,000 | 1.20% |
| Pinnacle Wealth Planning Services, Inc. | 79,194 | $3,456,000 | 1.12% |
| KCS Wealth Advisory | 24,461 | $1,189,000 | 0.98% |
| MISSION WEALTH MANAGEMENT, LP | 163,855 | $7,962,000 | 0.69% |
| Gradient Investments LLC | 255,202 | $12,400,000 | 0.56% |
| GeoWealth Management, LLC | 25,121 | $1,221,000 | 0.50% |
| CreativeOne Wealth, LLC | 65,861 | $3,200,000 | 0.50% |
| Rehmann Capital Advisory Group | 70,808 | $3,440,560,000 | 0.47% |