Heartwood Wealth Advisors LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2022$380,000
+11.8%
7,575
+11.6%
0.07%
+17.9%
Q2 2022$340,000
-0.3%
6,7900.0%0.06%
+9.8%
Q1 2022$341,000
-12.6%
6,790
-12.0%
0.05%
-13.6%
Q4 2021$390,000
-5.1%
7,717
-4.9%
0.06%
-7.8%
Q3 2021$411,000
-11.0%
8,112
-10.8%
0.06%
-9.9%
Q2 2021$462,000
-24.9%
9,098
-24.9%
0.07%
-28.3%
Q1 2021$615,000
+68.5%
12,108
+68.5%
0.10%
+67.8%
Q4 2020$365,000
-11.8%
7,185
-11.9%
0.06%
-25.3%
Q3 2020$414,000
+4.8%
8,151
+4.1%
0.08%
+3.9%
Q4 2019$395,0007,8290.08%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2020
NameSharesValueWeighting ↓
Sanctuary Wealth Management, L.L.C. 742,470$37,190,00045.59%
ACT Advisors, LLC. 812,844$40,715,00029.85%
FOSTER DYKEMA CABOT & CO INC/MA 3,924,182$196,562,00024.25%
Requisite Capital Management, LLC 1,329,285$66,584,00022.12%
Magnolia Wealth Management, LLC 368,681$18,467,00020.93%
Cornerstone Management, Inc. 1,568,601$78,571,24620.43%
Paradigm Capital Management, LLC/NV 297,420$14,898,00018.72%
Reitz Capital Advisors LLC 384,229$19,246,00017.23%
Smart Portfolios, LLC 162,077$8,127,00016.42%
McCarthy Asset Management, Inc. 397,372$19,904,00016.20%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders