KCS Wealth Advisory - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 71 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$464,200
-38.3%
10,579
-37.3%
0.20%
-24.1%
Q2 2023$752,829
-2.8%
16,875
-2.1%
0.26%
-10.9%
Q1 2023$774,627
-0.7%
17,241
-3.1%
0.29%
-9.6%
Q4 2022$780,185
+13.7%
17,796
+9.9%
0.32%
+2.5%
Q3 2022$686,000
+0.9%
16,188
+3.8%
0.32%
+4.6%
Q2 2022$680,000
-22.7%
15,594
-13.3%
0.30%
-25.8%
Q1 2022$880,000
-42.7%
17,995
-39.4%
0.41%
-34.0%
Q4 2021$1,537,000
-0.5%
29,692
+0.1%
0.62%
-15.5%
Q3 2021$1,544,000
-1.3%
29,651
-0.9%
0.73%
-0.9%
Q2 2021$1,565,000
+5.1%
29,909
+3.5%
0.74%
-4.2%
Q1 2021$1,489,000
+15.0%
28,893
+15.8%
0.77%
-10.1%
Q4 2020$1,295,000
+15.5%
24,951
+11.3%
0.86%
-4.4%
Q3 2020$1,121,000
-5.7%
22,412
-8.4%
0.89%
-9.1%
Q2 2020$1,189,000
+20.0%
24,461
+9.4%
0.98%
-2.4%
Q1 2020$991,000
-15.9%
22,364
-1.8%
1.01%
+14.2%
Q4 2019$1,179,000
-99.8%
22,771
+113.0%
0.88%
+133.0%
Q3 2019$548,718,00010,6900.38%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q1 2023
NameSharesValueWeighting ↓
Windsor Capital Management, LLC 134,332$5,992,5551.98%
Founders Financial Alliance, LLC 81,371$3,629,9471.43%
GREAT VALLEY ADVISOR GROUP, INC. 408,654$18,230,4480.76%
Wolf Group Capital Advisors 31,318$1,381,7850.69%
Vawter Financial, Ltd. 16,907$754,2210.65%
NICOLET ADVISORY SERVICES, LLC 127,614$5,604,1860.62%
Pinnacle Wealth Planning Services, Inc. 78,075$3,482,9440.56%
Royal Fund Management, LLC 68,025$3,034,6230.38%
Galvin, Gaustad & Stein, LLC 79,311$3,538,0580.34%
Graves Light Lenhart Wealth, Inc. 48,598$2,167,9660.29%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders