J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 191 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $523,920 | +0.1% | 11,492 | 0.0% | 0.36% | -6.6% |
| Q1 2024 | $523,576 | +12.4% | 11,492 | +12.0% | 0.38% | -4.3% |
| Q4 2023 | $465,713 | +47.8% | 10,258 | +43.9% | 0.40% | +30.6% |
| Q3 2023 | $315,085 | +22.6% | 7,127 | +23.9% | 0.30% | +18.3% |
| Q2 2023 | $257,015 | +5.6% | 5,753 | +8.1% | 0.26% | -2.7% |
| Q1 2023 | $243,394 | – | 5,323 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 2,254,884 | $102,507,044 | 14.70% |
| Echo Wealth Management, LLC | 355,837 | $16,176,356 | 12.19% |
| Lionsbridge Wealth Management LLC | 185,211 | $8,419,692 | 6.74% |
| Planned Solutions, Inc. | 301,768 | $13,718,396 | 6.64% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 355,097 | $16,142,706 | 6.21% |
| FMA Wealth Management, LLC | 165,415 | $7,519,753 | 6.08% |
| Wagner Wealth Management, LLC | 388,207 | $17,647,905 | 5.28% |
| Fortress Wealth Management, Inc. | 222,442 | $10,112,217 | 5.17% |
| D'Orazio & Associates, Inc. | 689,589 | $31,348,732 | 4.81% |
| Scott Capital Advisors, LLC | 340,048 | $15,448,393 | 4.56% |