J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 67 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,100,695 | +2.2% | 70,663 | +3.9% | 0.42% | +11.4% |
| Q2 2023 | $3,034,623 | +0.2% | 68,025 | +0.9% | 0.38% | -12.9% |
| Q1 2023 | $3,028,694 | +3.3% | 67,409 | +0.8% | 0.43% | -7.1% |
| Q4 2022 | $2,930,692 | +2.4% | 66,850 | -1.0% | 0.47% | -10.4% |
| Q3 2022 | $2,862,000 | -3.9% | 67,520 | -1.1% | 0.52% | +5.1% |
| Q2 2022 | $2,978,000 | -7.5% | 68,292 | +3.7% | 0.50% | +6.0% |
| Q1 2022 | $3,221,000 | +7.3% | 65,863 | +13.6% | 0.47% | +8.6% |
| Q4 2021 | $3,001,000 | +15.5% | 57,968 | +16.1% | 0.43% | +13.5% |
| Q3 2021 | $2,599,000 | +20.3% | 49,925 | +20.9% | 0.38% | +5.9% |
| Q2 2021 | $2,160,000 | +18.8% | 41,295 | +17.0% | 0.36% | +7.5% |
| Q1 2021 | $1,818,000 | +35.6% | 35,282 | +36.5% | 0.33% | +17.3% |
| Q4 2020 | $1,341,000 | +80.2% | 25,856 | +73.7% | 0.28% | +49.5% |
| Q3 2020 | $744,000 | +52.8% | 14,887 | +48.5% | 0.19% | +10.5% |
| Q2 2020 | $487,000 | +148.5% | 10,024 | +125.9% | 0.17% | +115.0% |
| Q1 2020 | $196,000 | +345.5% | 4,438 | +419.7% | 0.08% | +627.3% |
| Q4 2019 | $44,000 | +158.8% | 854 | +149.7% | 0.01% | +120.0% |
| Q2 2019 | $17,000 | – | 342 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 82,949 | $35,459,300 | 12.28% |
| Windsor Capital Management, LLC | 135,660 | $5,952,772 | 2.06% |
| Founders Financial Alliance, LLC | 83,382 | $3,658,823 | 1.60% |
| LOCKERMAN FINANCIAL GROUP, INC. | 8,747 | $383,802 | 1.03% |
| Vawter Financial, Ltd. | 22,256 | $976,593 | 0.88% |
| GREAT VALLEY ADVISOR GROUP, INC. | 421,169 | $18,481,279 | 0.77% |
| Wolf Group Capital Advisors | 33,710 | $1,479,202 | 0.70% |
| NICOLET ADVISORY SERVICES, LLC | 121,709 | $5,258,489 | 0.58% |
| Pinnacle Wealth Planning Services, Inc. | 80,534 | $3,533,817 | 0.58% |
| Vestmark Advisory Solutions, Inc. | 147,440 | $6,469,667 | 0.47% |