J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 88 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 | $836 | -63.6% | 19,048 | -63.8% | 0.06% | +5.3% |
| Q2 2023 | $2,296 | +13.2% | 52,551 | +16.4% | 0.06% | -43.0% |
| Q1 2023 | $2,028 | +8.7% | 45,130 | +6.0% | 0.10% | -2.9% |
| Q4 2022 | $1,866 | -99.9% | 42,558 | -23.7% | 0.10% | -27.5% |
| Q3 2022 | $2,364,000 | -7.7% | 55,762 | -5.1% | 0.14% | +2.2% |
| Q2 2022 | $2,562,000 | -23.2% | 58,748 | -13.9% | 0.14% | -19.7% |
| Q1 2022 | $3,336,000 | +28.7% | 68,195 | +36.1% | 0.17% | +35.2% |
| Q4 2021 | $2,593,000 | -2.5% | 50,094 | -1.3% | 0.13% | -17.9% |
| Q3 2021 | $2,660,000 | -45.0% | 50,761 | -45.1% | 0.16% | -47.8% |
| Q2 2021 | $4,837,000 | +8.2% | 92,458 | +6.6% | 0.30% | -11.5% |
| Q1 2021 | $4,471,000 | -5.5% | 86,737 | -4.9% | 0.34% | -13.8% |
| Q4 2020 | $4,731,000 | -21.2% | 91,168 | -24.1% | 0.39% | -53.0% |
| Q3 2020 | $6,007,000 | +87.7% | 120,160 | +82.4% | 0.83% | +67.8% |
| Q2 2020 | $3,200,000 | +202.2% | 65,861 | +175.6% | 0.50% | +146.0% |
| Q1 2020 | $1,059,000 | -67.4% | 23,893 | -61.9% | 0.20% | -63.2% |
| Q4 2019 | $3,251,000 | -33.3% | 62,790 | -33.9% | 0.55% | -41.7% |
| Q3 2019 | $4,874,000 | +11.3% | 94,949 | +10.8% | 0.94% | +2.3% |
| Q2 2019 | $4,380,000 | +30.0% | 85,670 | +28.1% | 0.92% | +4.5% |
| Q1 2019 | $3,370,000 | +158.2% | 66,886 | +144.1% | 0.88% | +100.5% |
| Q4 2018 | $1,305,000 | +272.9% | 27,406 | +288.8% | 0.44% | +240.3% |
| Q3 2018 | $350,000 | – | 7,049 | – | 0.13% | – |
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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% |