J P MORGAN EXCHANGE-TRADED F's ticker is JAGG and the CUSIP is 46641Q241. A total of 85 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 | $4,040,587 | -10.0% | 91,354 | -6.0% | 0.06% | -7.5% |
| Q2 2023 | $4,488,557 | +154.4% | 97,197 | +158.6% | 0.07% | +139.3% |
| Q1 2023 | $1,764,522 | +695.5% | 37,583 | +675.9% | 0.03% | +600.0% |
| Q4 2022 | $221,807 | +263.6% | 4,844 | +260.4% | 0.00% | +300.0% |
| Q3 2022 | $61,000 | -4.7% | 1,344 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $64,000 | +100.0% | 1,344 | +115.0% | 0.00% | – |
| Q1 2022 | $32,000 | -5.9% | 625 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $34,000 | +385.7% | 625 | +400.0% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | – | 125 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Berger Financial Group, Inc | 773,964 | $42,007,000 | 7.57% |
| ARS Wealth Advisors Group, LLC | 443,711 | $24,082,000 | 4.37% |
| Intelligence Driven Advisers, LLC | 221,140 | $11,988,000 | 2.69% |
| Smart Portfolios, LLC | 46,267 | $2,511,000 | 2.00% |
| CGN Advisors LLC | 97,248 | $5,278,000 | 1.72% |
| STRATEGIC WEALTH MANAGEMENT INC | 46,267 | $2,511,000 | 1.30% |
| Integrated Wealth Concepts LLC | 733,482 | $39,810,000 | 1.30% |
| Eldridge Investment Advisors, Inc. | 65,363 | $3,548,000 | 1.26% |
| CreativeOne Wealth, LLC | 219,913 | $12,042,000 | 0.71% |
| Legacy Private Trust Co. | 144,132 | $7,823,000 | 0.63% |