J P MORGAN EXCHANGE-TRADED F's ticker is JAGG and the CUSIP is 46641Q241. A total of 73 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,727 | -4.2% | 4,900 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $226,282 | -1.6% | 4,900 | 0.0% | 0.06% | -10.3% |
| Q1 2023 | $230,055 | -16.3% | 4,900 | -18.3% | 0.07% | -24.4% |
| Q4 2022 | $274,740 | -39.1% | 6,000 | -39.5% | 0.09% | -44.4% |
| Q3 2022 | $451,000 | -9.6% | 9,910 | -4.8% | 0.16% | -5.3% |
| Q2 2022 | $499,000 | -4.2% | 10,410 | +7.8% | 0.17% | +10.3% |
| Q4 2021 | $521,000 | -21.7% | 9,660 | -21.2% | 0.16% | -31.1% |
| Q3 2021 | $665,000 | +20.3% | 12,260 | +20.8% | 0.22% | +17.2% |
| Q2 2021 | $553,000 | – | 10,150 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Berger Financial Group, Inc | 927,309 | $46,838,000 | 5.95% |
| Symmetry Partners, LLC | 1,213,000 | $61,269,000 | 3.85% |
| ARS Wealth Advisors Group, LLC | 410,252 | $20,722,000 | 3.61% |
| CGN Advisors LLC | 109,633 | $5,538,000 | 1.38% |
| CreativeOne Wealth, LLC | 363,605 | $18,366,000 | 0.95% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 36,849 | $1,861,000 | 0.63% |
| GeoWealth Management, LLC | 131,218 | $6,628,000 | 0.58% |
| Legacy Private Trust Co. | 77,291 | $3,904,000 | 0.30% |
| Bouchey Financial Group Ltd | 22,581 | $1,141,000 | 0.15% |
| 55I, LLC | 111,308 | $5,622,000 | 0.13% |