J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 200 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $553,706 | +1.3% | 10,992 | +2.0% | 0.04% | -2.4% |
| Q1 2024 | $546,706 | +10.6% | 10,775 | +11.0% | 0.04% | +16.7% |
| Q4 2023 | $494,453 | +30.5% | 9,703 | +23.9% | 0.04% | +12.5% |
| Q3 2023 | $378,945 | +63.9% | 7,834 | +70.2% | 0.03% | +60.0% |
| Q2 2023 | $231,221 | +14.5% | 4,603 | +10.5% | 0.02% | +66.7% |
| Q3 2022 | $202,000 | – | 4,166 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 141,250 | $7,095,009 | 7.50% |
| AllGen Financial Advisors, Inc. | 176,694 | $8,875,358 | 5.59% |
| Helen Stephens Group, LLC | 168,229 | $8,450,135 | 4.27% |
| Landmark Wealth Management, LLC | 63,253 | $3,177 | 2.82% |
| Wealth Alliance Advisory Group, LLC | 155,604 | $7,815,981 | 2.76% |
| Asio Capital, LLC | 216,510 | $10,875,297 | 2.67% |
| Stephens Consulting, LLC | 118,286 | $5,941,506 | 2.35% |
| Stegent Equity Advisors, Inc. | 26,287 | $1,320,402 | 1.48% |
| Keudell/Morrison Wealth Management | 96,267 | $4,835,491 | 1.39% |
| CONDOR CAPITAL MANAGEMENT | 218,932 | $10,996,965 | 1.32% |