J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46654Q203. A total of 266 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 5.86 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,185,512 | +7.0% | 291,631 | +4.6% | 7.17% | +2.6% |
| Q1 2024 | $15,127,268 | +12.1% | 278,895 | +3.2% | 6.98% | -2.2% |
| Q4 2023 | $13,488,716 | +8.5% | 270,153 | +2.0% | 7.14% | +1.7% |
| Q3 2023 | $12,434,139 | -0.8% | 264,951 | +2.2% | 7.02% | +9.5% |
| Q2 2023 | $12,537,202 | +2.8% | 259,194 | -4.2% | 6.41% | -0.6% |
| Q1 2023 | $12,196,915 | +25.5% | 270,502 | +13.6% | 6.46% | +26.0% |
| Q4 2022 | $9,715,582 | – | 238,127 | – | 5.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 1,606,692 | $89,171,422 | 39.35% |
| HILLTOP WEALTH ADVISORS, LLC | 404,785 | $22,465,569 | 11.27% |
| Socha Financial Group, LLC | 407,339 | $22,607,315 | 10.58% |
| Requisite Capital Management, LLC | 776,726 | $43,108,300 | 9.76% |
| Evergreen Wealth Solutions, LLC | 241,214 | $13,387,359 | 9.50% |
| Second Half Financial Partners, LLC | 212,061 | $11,769,383 | 9.42% |
| MADDEN SECURITIES Corp | 291,631 | $16,185,512 | 7.17% |
| Lebenthal Global Advisors, LLC | 576,254 | $31,982,066 | 7.01% |
| Caerus Investment Advisors, LLC | 123,290 | $6,842,595 | 6.69% |
| Vienna Asset Management LLC | 118,201 | $6,560,145 | 5.43% |