Heritage Financial Services, LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 778 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Heritage Financial Services, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$9,203,326
+19.3%
183,406
+19.2%
1.80%
+16.4%
Q2 2023$7,715,656
+0.2%
153,882
+0.5%
1.54%
-8.0%
Q1 2023$7,701,841
+8.0%
153,057
+7.5%
1.68%
-7.0%
Q4 2022$7,134,363
+30.5%
142,317
+30.6%
1.81%
-45.6%
Q3 2022$5,466,000
+4.6%
108,973
+4.4%
3.32%
+13.9%
Q2 2022$5,227,000
+1.8%
104,354
+2.1%
2.91%
-13.3%
Q1 2022$5,137,000
-3.4%
102,205
-3.0%
3.36%
-19.3%
Q4 2021$5,316,000105,3134.16%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2021
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 6,488,700$325,084,00025.57%
Sanctuary Wealth Management, L.L.C. 358,293$17,950,00015.61%
LAU ASSOCIATES LLC 391,950$19,637,00013.44%
Roof Eidam Maycock Peralta, LLC 437,865$21,937,00010.25%
Allworth Financial LP 2,713,920$135,967,0006.50%
Mascoma Wealth Management LLC 158,419$7,937,0005.59%
Horan Capital Advisors, LLC. 87,257$4,372,0002.81%
Continuum Advisory, LLC 76,055$3,810,0002.79%
Cornerstone Advisory, LLC 166,550$8,344,0002.75%
Ausdal Financial Partners, Inc. 166,273$8,330,0002.57%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders