J P MORGAN EXCHANGE-TRADED F's ticker is JAGG and the CUSIP is 46641Q241. A total of 2 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,571,944 | -23.2% | 81,682 | -20.1% | 0.40% | -22.5% |
| Q2 2023 | $4,653,834 | -1.3% | 102,260 | +2.7% | 0.51% | -5.9% |
| Q1 2023 | $4,715,724 | +4.5% | 99,551 | +3.5% | 0.54% | -9.0% |
| Q4 2022 | $4,513,456 | +1.4% | 96,174 | -2.8% | 0.60% | -17.8% |
| Q3 2022 | $4,453,000 | -69.8% | 98,955 | -67.8% | 0.73% | -66.8% |
| Q2 2022 | $14,726,000 | – | 307,309 | – | 2.19% | – |
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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% |