J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 109 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $954,569 | +7.1% | 20,998 | +7.3% | 0.21% | +4.5% |
| Q1 2024 | $891,336 | +33.0% | 19,564 | +33.2% | 0.20% | +21.7% |
| Q4 2023 | $670,011 | +45.3% | 14,690 | +41.4% | 0.17% | +29.7% |
| Q3 2023 | $461,138 | -88.4% | 10,386 | -88.2% | 0.13% | -88.2% |
| Q2 2023 | $3,974,843 | +9.3% | 87,939 | +10.6% | 1.09% | +4.6% |
| Q1 2023 | $3,638,273 | +9.7% | 79,482 | +8.1% | 1.04% | -3.2% |
| Q4 2022 | $3,317,177 | +4.0% | 73,519 | +2.1% | 1.08% | -22.1% |
| Q3 2022 | $3,190,000 | +4.0% | 71,996 | +7.7% | 1.38% | -1.4% |
| Q2 2022 | $3,067,000 | -3.9% | 66,873 | +0.6% | 1.40% | +47.7% |
| Q1 2022 | $3,191,000 | +51.4% | 66,478 | +58.4% | 0.95% | +56.3% |
| Q4 2021 | $2,108,000 | – | 41,972 | – | 0.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 2,048,486 | $93,431,461 | 15.90% |
| Echo Wealth Management, LLC | 294,574 | $13,373,660 | 12.48% |
| TPG Financial Advisors, LLC | 381,993 | $17,342,499 | 8.83% |
| MRA Advisory Group | 220,464 | $10,055,378 | 6.63% |
| FMA Wealth Management, LLC | 153,443 | $6,998,702 | 6.38% |
| Planned Solutions, Inc. | 295,889 | $13,495,497 | 6.32% |
| Fortress Wealth Management, Inc. | 225,136 | $10,268,441 | 5.60% |
| Family Asset Management, LLC | 179,957 | $8,207,853 | 5.48% |
| Lionsbridge Wealth Management LLC | 143,481 | $6,544,168 | 5.23% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 283,034 | $12,909,181 | 5.12% |