J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46654Q203. A total of 142 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,771,924 | +28.9% | 85,981 | +26.0% | 0.62% | +20.9% |
| Q1 2024 | $3,702,716 | +51.2% | 68,265 | +39.2% | 0.51% | +32.4% |
| Q4 2023 | $2,448,540 | -0.2% | 49,039 | -6.2% | 0.39% | -12.5% |
| Q3 2023 | $2,453,220 | -10.0% | 52,307 | -7.2% | 0.44% | -7.9% |
| Q2 2023 | $2,726,531 | +37.9% | 56,368 | +28.6% | 0.48% | +29.8% |
| Q1 2023 | $1,976,886 | +30.0% | 43,843 | +17.8% | 0.37% | +17.5% |
| Q4 2022 | $1,520,626 | – | 37,227 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 1,606,692 | $89,171,422 | 39.35% |
| HILLTOP WEALTH ADVISORS, LLC | 404,785 | $22,465,569 | 11.27% |
| Socha Financial Group, LLC | 407,339 | $22,607,315 | 10.58% |
| Requisite Capital Management, LLC | 776,726 | $43,108,300 | 9.76% |
| Evergreen Wealth Solutions, LLC | 241,214 | $13,387,359 | 9.50% |
| Second Half Financial Partners, LLC | 212,061 | $11,769,383 | 9.42% |
| MADDEN SECURITIES Corp | 291,631 | $16,185,512 | 7.17% |
| Lebenthal Global Advisors, LLC | 576,254 | $31,982,066 | 7.01% |
| Caerus Investment Advisors, LLC | 123,290 | $6,842,595 | 6.69% |
| Vienna Asset Management LLC | 118,201 | $6,560,145 | 5.43% |