J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. A total of 81 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,847,584 | -5.6% | 72,476 | -1.6% | 1.27% | -0.9% |
| Q2 2023 | $3,018,019 | -1.1% | 73,682 | -3.7% | 1.28% | -9.3% |
| Q1 2023 | $3,050,924 | +0.7% | 76,541 | -2.2% | 1.41% | -5.6% |
| Q4 2022 | $3,030,944 | +9.3% | 78,238 | -0.2% | 1.50% | -6.2% |
| Q3 2022 | $2,772,000 | +2.4% | 78,358 | +8.3% | 1.59% | +25.3% |
| Q2 2022 | $2,707,000 | +14.0% | 72,331 | +33.4% | 1.27% | +4.1% |
| Q1 2022 | $2,375,000 | -15.6% | 54,210 | -11.4% | 1.22% | -10.0% |
| Q4 2021 | $2,813,000 | +16.6% | 61,191 | +9.6% | 1.36% | +6.0% |
| Q3 2021 | $2,413,000 | -3.3% | 55,818 | -0.7% | 1.28% | -7.2% |
| Q2 2021 | $2,496,000 | -0.1% | 56,235 | -4.7% | 1.38% | -11.6% |
| Q1 2021 | $2,498,000 | +14.7% | 59,031 | -2.4% | 1.56% | +17.1% |
| Q4 2020 | $2,178,000 | +14.5% | 60,477 | -9.6% | 1.33% | -20.4% |
| Q3 2020 | $1,902,000 | – | 66,881 | – | 1.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koss-Olinger Consulting, LLC | 1,151,379 | $45,238,000 | 6.67% |
| Capital Advisors Wealth Management, LLC | 505,055 | $19,843,609 | 5.18% |
| Choice Wealth Advisors, LLC | 180,509 | $7,092,213 | 5.01% |
| LWM Advisory Services, LLC | 44,858 | $1,762,470 | 1.89% |
| Hartford Financial Management Inc. | 164,064 | $6,446,057 | 1.65% |
| Wayfinding Financial, LLC | 49,866 | $1,933 | 1.46% |
| Goldstein Advisors, LLC | 167,544 | $6,582,790 | 1.37% |
| First Pacific Financial | 72,476 | $2,847,584 | 1.27% |
| Family Capital Management, Inc. | 29,714 | $1,167,462 | 0.77% |
| KPP Advisory Services LLC | 54,217 | $2,130,186 | 0.70% |