WFA of San Diego, LLC - J P MORGAN EXCHANGE TRADED F ownership

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of J P MORGAN EXCHANGE TRADED F
ValueSharesWeighting
Q3 2023$19,437
-8.1%
4990.0%0.02%
-4.8%
Q2 2023$21,146
+3.2%
4990.0%0.02%
+31.2%
Q4 2022$20,499
-14.6%
4990.0%0.02%
-23.8%
Q2 2022$24,0004990.02%
Other shareholders
J P MORGAN EXCHANGE TRADED F shareholders Q4 2023
NameSharesValueWeighting ↓
Beta Wealth Group, Inc. 23,558$1,141,0000.76%
Bill Few Associates, Inc. 4,965$241,0000.15%
JPMORGAN CHASE & CO 15,864,191$768,620,0000.11%
HENGEHOLD CAPITAL MANAGEMENT LLC 9,658$468,0000.07%
WFA of San Diego, LLC 499$24,0000.02%
Cetera Advisor Networks LLC 31,885$1,545,0000.02%
Center for Financial Planning, Inc. 981$48,0000.01%
ASSETMARK, INC 42,406$2,055,0000.01%
Capital Investment Advisory Services, LLC 339$16,0000.00%
Perkins Coie Trust Co 110$5,0000.00%
View complete list of J P MORGAN EXCHANGE TRADED F shareholders