TRANSCEND CAPITAL ADVISORS, LLC - J P MORGAN EXCHANGE-TRADED F ownership

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
TRANSCEND CAPITAL ADVISORS, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$400,193
+46.6%
9,048
+53.1%
0.04%
+50.0%
Q2 2023$272,970
-3.8%
5,911
-2.2%
0.03%
-13.3%
Q1 2023$283,672
-11.8%
6,042
-14.0%
0.03%
-14.3%
Q4 2022$321,7667,0270.04%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2023
NameSharesValueWeighting ↓
Iron Horse Wealth Management, LLC 377,214$16,684,1978.19%
Clearwater Capital Advisors, LLC 1,062,877$47,011,0475.76%
Berger Financial Group, Inc 988,485$43,720,6915.02%
LOCKERMAN FINANCIAL GROUP, INC. 37,489$1,658,1284.46%
Symmetry Partners, LLC 1,508,568$66,7243.62%
Wealth Alliance Advisory Group, LLC 234,498$10,371,8473.08%
Bensler, LLC 252,005$11,146,1972.14%
ACT Advisors, LLC. 59,638$2,637,7701.63%
CGN Advisors LLC 242,679$10,733,7041.44%
Sharkey, Howes & Javer 160,109$7,081,6211.36%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders