J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 1 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,258,489 | -6.2% | 121,709 | -4.6% | 0.58% | -5.4% |
| Q2 2023 | $5,604,186 | -2.2% | 127,614 | -1.1% | 0.62% | -6.8% |
| Q1 2023 | $5,729,976 | -4.5% | 129,054 | -2.4% | 0.66% | -16.8% |
| Q4 2022 | $5,997,617 | +1.4% | 132,295 | -5.4% | 0.79% | -17.8% |
| Q3 2022 | $5,913,000 | -8.1% | 139,824 | -3.9% | 0.96% | +1.0% |
| Q2 2022 | $6,433,000 | -10.3% | 145,499 | -3.6% | 0.96% | +2.0% |
| Q1 2022 | $7,168,000 | -14.7% | 150,925 | -7.0% | 0.94% | -9.4% |
| Q4 2021 | $8,402,000 | -0.4% | 162,289 | +0.2% | 1.03% | -3.5% |
| Q3 2021 | $8,438,000 | -1.9% | 162,045 | -1.4% | 1.07% | -4.6% |
| Q2 2021 | $8,601,000 | +0.6% | 164,417 | -0.8% | 1.12% | -6.4% |
| Q1 2021 | $8,546,000 | +7.9% | 165,780 | +8.7% | 1.20% | +8.0% |
| Q4 2020 | $7,917,000 | +2.7% | 152,549 | -1.0% | 1.11% | -7.3% |
| Q3 2020 | $7,708,000 | -0.9% | 154,163 | -3.7% | 1.20% | +0.3% |
| Q2 2020 | $7,777,000 | -2.2% | 160,050 | -10.9% | 1.20% | -14.7% |
| Q1 2020 | $7,956,000 | -47.6% | 179,559 | -38.8% | 1.40% | -41.3% |
| Q4 2019 | $15,187,000 | -31.0% | 293,358 | -31.6% | 2.39% | -28.5% |
| Q3 2019 | $22,002,000 | -11.0% | 428,633 | -11.3% | 3.34% | -11.6% |
| Q2 2019 | $24,719,000 | +12.5% | 483,511 | +10.9% | 3.77% | +1.2% |
| Q1 2019 | $21,968,000 | – | 436,056 | – | 3.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windsor Capital Management, LLC | 134,332 | $5,992,555 | 1.98% |
| Founders Financial Alliance, LLC | 81,371 | $3,629,947 | 1.43% |
| GREAT VALLEY ADVISOR GROUP, INC. | 408,654 | $18,230,448 | 0.76% |
| Wolf Group Capital Advisors | 31,318 | $1,381,785 | 0.69% |
| Vawter Financial, Ltd. | 16,907 | $754,221 | 0.65% |
| NICOLET ADVISORY SERVICES, LLC | 127,614 | $5,604,186 | 0.62% |
| Pinnacle Wealth Planning Services, Inc. | 78,075 | $3,482,944 | 0.56% |
| Royal Fund Management, LLC | 68,025 | $3,034,623 | 0.38% |
| Galvin, Gaustad & Stein, LLC | 79,311 | $3,538,058 | 0.34% |
| Graves Light Lenhart Wealth, Inc. | 48,598 | $2,167,966 | 0.29% |