J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 87 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,155,048 | -3.7% | 177,686 | -0.8% | 0.11% | 0.0% |
| Q2 2023 | $6,389,562 | +106909.9% | 179,080 | +2.2% | 0.11% | -11.4% |
| Q1 2023 | $5,971 | +6.8% | 175,299 | +3.9% | 0.12% | -19.1% |
| Q4 2022 | $5,591 | -99.9% | 168,705 | +2.2% | 0.15% | -3.2% |
| Q3 2022 | $4,914,000 | +6.0% | 165,018 | +14.3% | 0.16% | +9.0% |
| Q2 2022 | $4,635,000 | +1.3% | 144,339 | +16.6% | 0.14% | +2.9% |
| Q1 2022 | $4,576,000 | – | 123,771 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 173,869 | $5,762,019 | 4.22% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,032,473 | $34,216,151 | 2.61% |
| Brinker Capital Investments, LLC | 1,580,324 | $52,371,934 | 1.04% |
| Mainsail Financial Group, LLC | 28,645 | $975,877 | 1.00% |
| Capital Analysts, LLC | 463,806 | $15,371 | 0.94% |
| Gallacher Capital Management LLC | 44,133 | $1,462,568 | 0.88% |
| Kathmere Capital Management, LLC | 293,918 | $9,994,667 | 0.86% |
| TCG Advisory Services, LLC | 87,547 | $2,901,308 | 0.63% |
| Jaffetilchin Investment Partners, LLC | 124,549 | $4,127,567 | 0.50% |
| Catalyst Wealth Management, LLC | 15,064 | $499,221 | 0.47% |