J P MORGAN EXCHANGE-TRADED F's ticker is JAGG and the CUSIP is 46641Q241. A total of 85 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 773,964 | $42,007,000 | 7.57% |
| ARS Wealth Advisors Group, LLC | 443,711 | $24,082,000 | 4.37% |
| Intelligence Driven Advisers, LLC | 221,140 | $11,988,000 | 2.69% |
| Smart Portfolios, LLC | 46,267 | $2,511,000 | 2.00% |
| CGN Advisors LLC | 97,248 | $5,278,000 | 1.72% |
| STRATEGIC WEALTH MANAGEMENT INC | 46,267 | $2,511,000 | 1.30% |
| Integrated Wealth Concepts LLC | 733,482 | $39,810,000 | 1.30% |
| Eldridge Investment Advisors, Inc. | 65,363 | $3,548,000 | 1.26% |
| CreativeOne Wealth, LLC | 219,913 | $12,042,000 | 0.71% |
| Legacy Private Trust Co. | 144,132 | $7,823,000 | 0.63% |