J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 88 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $548,718,000 | – | 10,690 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 82,949 | $35,459,300 | 12.28% |
| Windsor Capital Management, LLC | 135,660 | $5,952,772 | 2.06% |
| Founders Financial Alliance, LLC | 83,382 | $3,658,823 | 1.60% |
| LOCKERMAN FINANCIAL GROUP, INC. | 8,747 | $383,802 | 1.03% |
| Vawter Financial, Ltd. | 22,256 | $976,593 | 0.88% |
| GREAT VALLEY ADVISOR GROUP, INC. | 421,169 | $18,481,279 | 0.77% |
| Wolf Group Capital Advisors | 33,710 | $1,479,202 | 0.70% |
| NICOLET ADVISORY SERVICES, LLC | 121,709 | $5,258,489 | 0.58% |
| Pinnacle Wealth Planning Services, Inc. | 80,534 | $3,533,817 | 0.58% |
| Vestmark Advisory Solutions, Inc. | 147,440 | $6,469,667 | 0.47% |