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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $952,740 | +20.4% | 20,631 | +22.4% | 0.14% | +18.9% |
| Q1 2023 | $791,530 | +2.5% | 16,859 | 0.0% | 0.12% | 0.0% |
| Q4 2022 | $771,974 | +0.6% | 16,859 | 0.0% | 0.12% | -6.9% |
| Q3 2022 | $767,000 | +8.9% | 16,859 | +14.9% | 0.13% | +13.9% |
| Q2 2022 | $704,000 | -5.0% | 14,668 | 0.0% | 0.12% | +11.7% |
| Q1 2022 | $741,000 | -6.3% | 14,668 | 0.0% | 0.10% | +8.4% |
| Q4 2021 | $791,000 | -0.6% | 14,668 | 0.0% | 0.10% | -8.7% |
| Q3 2021 | $796,000 | – | 14,668 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Horse Wealth Management, LLC | 354,703 | $16,380,185 | 8.05% |
| Berger Financial Group, Inc | 960,952 | $44,376,775 | 5.03% |
| Symmetry Partners, LLC | 1,516,693 | $70,041 | 3.71% |
| Clearwater Capital Advisors, LLC | 509,583 | $23,532,564 | 2.80% |
| Bensler, LLC | 221,954 | $10,249,834 | 1.95% |
| CGN Advisors LLC | 261,513 | $12,076,651 | 1.73% |
| Sharkey, Howes & Javer | 176,565 | $8,153,772 | 1.54% |
| Richard W. Paul & Associates, LLC | 53,755 | $2,482,402 | 1.08% |
| SUTTON PLACE INVESTORS LLC | 8,428 | $389,205 | 0.54% |
| Legacy Private Trust Co. | 139,115 | $6,424,330 | 0.53% |