Integrated Wealth Concepts LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. A total of 41 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$2,475,864
+0.5%
63,015
+4.8%
0.04%
+4.8%
Q2 2023$2,463,395
+111365.8%
60,141
+8.5%
0.04%
-8.7%
Q1 2023$2,210
+1.5%
55,444
-1.3%
0.05%
-22.0%
Q4 2022$2,177
-99.9%
56,196
+1.7%
0.06%
-4.8%
Q3 2022$1,954,000
-25.6%
55,238
-21.3%
0.06%
-24.4%
Q2 2022$2,625,000
-24.7%
70,159
-11.8%
0.08%
-23.4%
Q1 2022$3,485,000
+21.9%
79,554
+28.0%
0.11%
+25.9%
Q4 2021$2,858,000
+10.7%
62,171
+4.2%
0.08%
+1.2%
Q3 2021$2,581,000
+5.3%
59,693
+8.1%
0.08%
-3.4%
Q2 2021$2,451,000
+12.9%
55,217
+7.6%
0.09%
-2.2%
Q1 2021$2,171,000
+26.8%
51,320
+8.0%
0.09%
+9.9%
Q4 2020$1,712,00047,5350.08%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2021
NameSharesValueWeighting ↓
Koss-Olinger Consulting, LLC 679,019$25,409,0004.63%
Hartford Financial Management Inc. 182,703$6,837,0001.90%
Andesa Financial Management Inc. 57,493$2,151,0001.36%
LWM Advisory Services, LLC 29,650$1,109,0001.33%
Systelligence, LLC 120,515$4,510,0001.31%
First Pacific Financial 72,331$2,707,0001.27%
APPLETON PARTNERS INC/MA 166,734$6,239,0000.59%
LexAurum Advisors, LLC 18,568$695,0000.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 12,245$459,0000.23%
Pinnacle Wealth Management Advisory Group, LLC 20,319$760,0000.12%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders