J P MORGAN EXCHANGE-TRADED F's ticker is JPIB and the CUSIP is 46641Q852. A total of 2 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $653,191 | -8.2% | 14,359 | -6.0% | 0.03% | -8.1% |
| Q2 2023 | $711,815 | +368.2% | 15,275 | +375.9% | 0.04% | +311.1% |
| Q1 2023 | $152,026 | +7501.3% | 3,210 | +5736.4% | 0.01% | – |
| Q2 2022 | $2,000 | -87.5% | 55 | -83.3% | 0.00% | -100.0% |
| Q1 2022 | $16,000 | +700.0% | 329 | +498.2% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | – | 55 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADAMSBROWN WEALTH CONSULTANTS LLC | 282,629 | $12,856,790 | 6.33% |
| Hyperion Partners, LLC | 143,329 | $6,520,059 | 5.63% |
| Treasure Coast Financial Planning | 108,537 | $4,937,348 | 3.43% |
| Sunflower Bank, N.A. | 267,870 | $12,185,406 | 2.94% |
| FSM Wealth Advisors, LLC | 113,036 | $5,142,014 | 2.59% |
| ForthRight Wealth Management, LLC | 121,987 | $5,549,174 | 2.39% |
| Vertex Planning Partners, LLC | 147,939 | $6,729,724 | 2.32% |
| Windsor Capital Management, LLC | 142,558 | $6,484,948 | 2.24% |
| Peterson Wealth Advisors, LLC | 130,271 | $5,926,040 | 1.59% |
| CGN Advisors LLC | 244,584 | $11,126,145 | 1.50% |