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

J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. 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
TRANSCEND CAPITAL ADVISORS, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$904,624
-6.5%
26,115
-3.7%
0.09%
-4.3%
Q2 2023$967,891
+4.7%
27,127
-0.0%
0.09%
-4.2%
Q1 2023$924,354
+0.0%
27,139
-2.7%
0.10%
-4.0%
Q4 2022$923,976
-3.0%
27,881
-12.9%
0.10%
-4.8%
Q3 2022$953,000
-6.3%
32,008
+1.0%
0.10%
-0.9%
Q2 2022$1,017,000
-16.7%
31,685
-4.1%
0.11%
-2.8%
Q1 2022$1,221,000
+12.0%
33,029
+16.4%
0.11%
+13.5%
Q4 2021$1,090,000
+4.9%
28,373
+1.5%
0.10%
+3.2%
Q3 2021$1,039,000
+11.1%
27,946
+2.6%
0.09%
-17.0%
Q1 2021$935,000
+16.9%
27,226
+1.6%
0.11%
+6.7%
Q4 2020$800,00026,7880.10%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2023
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 10,546,499$359,213,7557.17%
First Citizens Asset Management, Inc. 480,131$16,353,2626.80%
Planned Solutions, Inc. 230,248$7,842,2474.97%
Lee Financial Group Hawaii, Inc. 137,643$4,688,1344.83%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,084,793$36,948,0522.75%
Capital Analysts, LLC 500,521$17,0480.98%
Mainsail Financial Group, LLC 28,121$954,7240.93%
Gallacher Capital Management LLC 42,304$1,440,8800.86%
Jaffetilchin Investment Partners, LLC 212,932$7,252,4560.82%
Kathmere Capital Management, LLC 146,107$4,976,4040.82%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders