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 | $484,218 | -11.3% | 11,035 | -9.8% | 0.05% | -14.8% |
| Q2 2023 | $545,978 | -17.9% | 12,239 | -17.3% | 0.05% | -25.0% |
| Q1 2023 | $665,019 | +13.8% | 14,801 | +11.0% | 0.07% | +2.9% |
| Q4 2022 | $584,499 | -14.9% | 13,333 | -17.8% | 0.07% | -20.5% |
| Q3 2022 | $687,000 | -3.0% | 16,214 | -0.1% | 0.09% | -3.3% |
| Q2 2022 | $708,000 | -13.3% | 16,231 | -2.8% | 0.09% | +12.3% |
| Q1 2022 | $817,000 | -11.5% | 16,700 | -6.4% | 0.08% | -16.5% |
| Q4 2021 | $923,000 | +92.7% | 17,834 | +94.0% | 0.10% | +64.4% |
| Q3 2021 | $479,000 | -0.4% | 9,192 | 0.0% | 0.06% | -7.8% |
| Q2 2021 | $481,000 | +7.6% | 9,192 | +6.0% | 0.06% | -5.9% |
| Q1 2021 | $447,000 | +61.4% | 8,672 | +52.1% | 0.07% | +7.9% |
| Q2 2020 | $277,000 | -5.1% | 5,703 | -13.5% | 0.06% | -22.2% |
| Q1 2020 | $292,000 | – | 6,591 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 77,566 | $3,769,000 | 2.01% |
| Windsor Capital Management, LLC | 80,763 | $3,924,000 | 1.69% |
| NICOLET ADVISORY SERVICES, LLC | 160,050 | $7,777,000 | 1.20% |
| Pinnacle Wealth Planning Services, Inc. | 79,194 | $3,456,000 | 1.12% |
| KCS Wealth Advisory | 24,461 | $1,189,000 | 0.98% |
| MISSION WEALTH MANAGEMENT, LP | 163,855 | $7,962,000 | 0.69% |
| Gradient Investments LLC | 255,202 | $12,400,000 | 0.56% |
| GeoWealth Management, LLC | 25,121 | $1,221,000 | 0.50% |
| CreativeOne Wealth, LLC | 65,861 | $3,200,000 | 0.50% |
| Rehmann Capital Advisory Group | 70,808 | $3,440,560,000 | 0.47% |