J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 129 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,783,644 | -54.8% | 36,875 | -53.1% | 0.33% | -52.3% |
| Q2 2023 | $3,946,320 | -29.5% | 78,565 | -28.9% | 0.68% | -34.6% |
| Q1 2023 | $5,595,021 | -73.7% | 110,508 | -74.2% | 1.05% | -77.9% |
| Q4 2022 | $21,309,209 | +6.7% | 428,843 | +3.9% | 4.74% | +9.8% |
| Q3 2022 | $19,976,000 | -14.6% | 412,551 | -12.0% | 4.32% | -24.0% |
| Q2 2022 | $23,396,000 | -19.2% | 468,759 | -16.7% | 5.68% | +5.1% |
| Q1 2022 | $28,946,000 | +41.8% | 562,710 | +51.2% | 5.41% | +55.0% |
| Q4 2021 | $20,413,000 | +7.4% | 372,195 | +7.7% | 3.49% | +0.1% |
| Q3 2021 | $19,000,000 | +78.0% | 345,635 | +78.9% | 3.48% | +72.5% |
| Q2 2021 | $10,675,000 | +305.6% | 193,214 | +300.3% | 2.02% | +253.6% |
| Q1 2021 | $2,632,000 | +105.0% | 48,266 | +107.0% | 0.57% | +86.0% |
| Q4 2020 | $1,284,000 | +24.4% | 23,321 | +23.2% | 0.31% | +9.3% |
| Q3 2020 | $1,032,000 | +140.6% | 18,927 | +138.2% | 0.28% | +123.0% |
| Q2 2020 | $429,000 | – | 7,947 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 135,729 | $6,871,972 | 7.34% |
| AllGen Financial Advisors, Inc. | 170,031 | $8,608,654 | 6.01% |
| Helen Stephens Group, LLC | 153,200 | $7,756,525 | 4.03% |
| Wealth Alliance Advisory Group, LLC | 156,730 | $7,935,232 | 2.97% |
| Asio Capital, LLC | 218,545 | $11,064,933 | 2.87% |
| Landmark Wealth Management, LLC | 61,924 | $3,135 | 1.74% |
| Keudell/Morrison Wealth Management | 108,886 | $5,512,898 | 1.62% |
| CONDOR CAPITAL MANAGEMENT | 216,846 | $10,978,913 | 1.38% |
| Avantax Planning Partners, Inc. | 550,629 | $27,878,346 | 1.13% |
| Slow Capital, Inc. | 110,508 | $5,595,021 | 1.05% |