J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. 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 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,839,116 | +3.2% | 379,259 | +5.1% | 8.70% | +1.9% |
Q2 2023 | $16,309,623 | -5.2% | 360,832 | -3.9% | 8.55% | -9.0% |
Q1 2023 | $17,195,779 | +8.5% | 375,660 | +7.0% | 9.40% | -2.2% |
Q4 2022 | $15,841,903 | -0.7% | 351,106 | -2.5% | 9.61% | -1.9% |
Q3 2022 | $15,948,000 | – | 359,992 | – | 9.79% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Heritage Financial Services, LLC | 2,044,669 | $90,783,309 | 17.73% |
TPG Financial Advisors, LLC | 379,259 | $16,839,116 | 8.70% |
Fortress Wealth Management, Inc. | 229,792 | $10,202,749 | 6.60% |
Family Asset Management, LLC | 195,194 | $8,666,611 | 6.39% |
Capital Advisors Wealth Management, LLC | 456,566 | $20,271,541 | 5.29% |
Syntegra Private Wealth Group, LLC | 726,515 | $32,257,259 | 5.07% |
Gallacher Capital Management LLC | 162,467 | $7,213,513 | 4.50% |
Diversified, LLC | 371,979 | $16,515,881 | 4.28% |
Lionsbridge Wealth Management LLC | 73,574 | $3,266,686 | 3.10% |
Paladin Advisory Group, LLC | 74,417 | $3,304,115 | 2.78% |