Xcel Wealth Management, LLC - J P MORGAN EXCHANGE TRADED F ownership

J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46654Q203. A total of 317 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 3.33 and the average weighting 0.6%.

Quarter-by-quarter ownership
Xcel Wealth Management, LLC ownership history of J P MORGAN EXCHANGE TRADED F
ValueSharesWeighting
Q3 2023$317,435
-87.4%
6,764
-87.0%
0.12%
-84.3%
Q2 2023$2,516,353
+75.6%
52,023
+63.7%
0.80%
+57.7%
Q1 2023$1,432,863
+47.6%
31,778
+33.6%
0.50%
+31.9%
Q4 2022$970,510
+10.4%
23,787
+12.7%
0.38%
+16.8%
Q3 2022$879,00021,1020.33%
Other shareholders
J P MORGAN EXCHANGE TRADED F shareholders Q3 2023
NameSharesValueWeighting ↓
LEE JOHNSON CAPITAL MANAGEMENT, LLC 777,185$36,487,32734.51%
Evergreen Wealth Solutions, LLC 210,502$9,878,8409.97%
Socha Financial Group, LLC 384,561$18,047,4489.60%
Reitz Capital Advisors LLC 79,298$3,747,6237.16%
MADDEN SECURITIES Corp 264,951$12,434,1397.02%
Requisite Capital Management, LLC 576,737$27,066,2846.88%
Derbend Asset Management 211,569$9,928,9476.76%
Second Half Financial Partners, LLC 222,171$10,426,4855.19%
Bernardo Wealth Planning LLC 240,841$11,302,6674.47%
WEST MICHIGAN ADVISORS, LLC 151,371$7,103,8223.80%
View complete list of J P MORGAN EXCHANGE TRADED F shareholders