J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 67 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,547 | -1.7% | 35 | 0.0% | 0.00% | – |
| Q2 2023 | $1,573 | -0.7% | 35 | 0.0% | 0.00% | – |
| Q1 2023 | $1,584 | +2.5% | 35 | 0.0% | 0.00% | – |
| Q4 2022 | $1,545 | +54.5% | 35 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -50.0% | 35 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | -66.7% | 35 | -69.8% | 0.00% | -100.0% |
| Q1 2021 | $6,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +50.0% | 116 | +65.7% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | +100.0% | 70 | +125.8% | 0.00% | +100.0% |
| Q2 2020 | $2,000 | -33.3% | 31 | -42.6% | 0.00% | -50.0% |
| Q4 2019 | $3,000 | +200.0% | 54 | +145.5% | 0.00% | +100.0% |
| Q3 2019 | $1,000 | 0.0% | 22 | +57.1% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | – | 14 | – | 0.00% | – |
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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% |