LIBERTY WEALTH MANAGEMENT LLC - J P MORGAN EXCHANGE-TRADED F ownership

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q1 2021$3,0000.0%1120.0%0.00%0.0%
Q4 2020$3,0001120.00%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q3 2023
NameSharesValueWeighting ↓
TOTAL INVESTMENT MANAGEMENT INC 2,065,956$57,537,00011.16%
ARS Wealth Advisors, LLC 1,657,854$46,171,0009.94%
Smart Portfolios, LLC 258,274$7,193,0006.74%
Berger Financial Group, Inc 1,336,817$37,230,0006.50%
AVALON CAPITAL MANAGEMENT 153,817$4,284,0004.05%
CreativeOne Wealth, LLC 1,627,373$45,322,0003.75%
STRATEGIC WEALTH MANAGEMENT INC 201,230$5,604,0003.44%
Intelligence Driven Advisers, LLC 416,595$11,602,0002.60%
Stonehearth Capital Management, LLC 148,705$4,141,0002.34%
Integrated Wealth Concepts LLC 1,397,028$38,907,0001.84%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders