HERON FINANCIAL GROUP, LLC - JP MORGAN EXCHANGE TRADED FD ownership

JP MORGAN EXCHANGE TRADED FD's ticker is JPEM and the CUSIP is 46641Q308. A total of 59 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HERON FINANCIAL GROUP, LLC ownership history of JP MORGAN EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2023$2,617,553
+2.2%
51,843
+2.2%
1.41%
-0.1%
Q1 2023$2,560,043
+76.7%
50,714
+74.0%
1.41%
+46.0%
Q4 2022$1,448,450
-22.0%
29,138
-30.0%
0.97%
-15.8%
Q3 2022$1,857,000
+1.1%
41,640
+12.1%
1.15%
+3.1%
Q2 2022$1,836,000
+8.5%
37,147
+22.3%
1.11%
+26.6%
Q1 2022$1,692,000
-0.9%
30,372
+2.3%
0.88%
-4.2%
Q4 2021$1,708,000
+8.0%
29,687
+8.1%
0.92%
+4.3%
Q3 2021$1,582,000
+16.7%
27,465
+20.1%
0.88%
+13.7%
Q2 2021$1,356,000
+9.5%
22,869
+4.8%
0.78%
+3.2%
Q1 2021$1,238,000
+65.5%
21,824
+63.5%
0.75%
+45.3%
Q4 2020$748,000
+40.1%
13,348
+18.3%
0.52%
+20.8%
Q3 2020$534,000
+10.6%
11,284
+13.0%
0.43%
-0.9%
Q2 2020$483,000
+30.2%
9,982
+14.6%
0.43%
+13.4%
Q1 2020$371,000
-5.8%
8,709
+22.1%
0.38%
+16.9%
Q4 2019$394,0007,1300.33%
Other shareholders
JP MORGAN EXCHANGE TRADED FD shareholders Q1 2022
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 534,300$26,971,4533.87%
SAM Advisors, LLC 163,852$8,271,2493.71%
RHS Financial, LLC 84,085$4,244,6033.22%
American Money Management, LLC 141,697$7,152,8411.90%
SHEPHERD KAPLAN KROCHUK, LLC 36,077$1,821,1671.61%
Teamwork Financial Advisors, LLC 154,973$7,823,0531.45%
HERON FINANCIAL GROUP, LLC 50,714$2,560,0431.41%
Empirical Asset Management, LLC 28,620$1,444,7361.38%
Wolf Group Capital Advisors 42,350$2,137,8281.06%
Financial Partners Group, Inc 78,103$3,942,6610.88%
View complete list of JP MORGAN EXCHANGE TRADED FD shareholders