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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,529 | -1.6% | 559 | 0.0% | 0.00% | – |
| Q2 2023 | $24,937 | -0.7% | 559 | 0.0% | 0.00% | – |
| Q1 2023 | $25,116 | +2.5% | 559 | 0.0% | 0.00% | – |
| Q4 2022 | $24,507 | +2.1% | 559 | 0.0% | 0.00% | – |
| Q3 2022 | $24,000 | 0.0% | 559 | 0.0% | 0.00% | – |
| Q2 2022 | $24,000 | -11.1% | 559 | 0.0% | 0.00% | – |
| Q1 2022 | $27,000 | -6.9% | 559 | 0.0% | 0.00% | – |
| Q4 2021 | $29,000 | 0.0% | 559 | 0.0% | 0.00% | – |
| Q3 2021 | $29,000 | 0.0% | 559 | 0.0% | 0.00% | – |
| Q2 2021 | $29,000 | -99.9% | 559 | -50.0% | 0.00% | -100.0% |
| Q1 2021 | $57,632,000 | – | 1,118 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peregrine Asset Advisers, Inc. | 158,949 | $8,249,000 | 3.86% |
| Peterson Wealth Advisors, LLC | 96,399 | $5,003,000 | 2.20% |
| Windsor Capital Management, LLC | 94,590 | $4,909,000 | 1.83% |
| CONDOR CAPITAL MANAGEMENT | 236,746 | $12,287,000 | 1.56% |
| Blue Edge Capital, LLC | 106,857 | $5,545,878,000 | 1.34% |
| NICOLET ADVISORY SERVICES, LLC | 152,549 | $7,917,000 | 1.11% |
| Wolf Group Capital Advisors | 30,968 | $1,607,000 | 0.99% |
| KCS Wealth Advisory | 24,951 | $1,295,000 | 0.86% |
| MISSION WEALTH MANAGEMENT, LP | 234,193 | $12,155,000 | 0.76% |
| Gradient Investments LLC | 313,616 | $15,680,000 | 0.66% |