J P MORGAN EXCHANGE-TRADED F's ticker is JPIB and the CUSIP is 46641Q852. A total of 2 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,253 | -5.8% | 2,006 | -3.5% | 0.09% | -1.1% |
| Q2 2023 | $96,835 | -18.4% | 2,078 | -19.5% | 0.10% | +4.4% |
| Q4 2022 | $118,633 | -2.0% | 2,580 | -3.8% | 0.09% | -12.5% |
| Q2 2022 | $121,000 | -18.8% | 2,683 | -8.5% | 0.10% | +19.5% |
| Q4 2021 | $149,000 | +24.2% | 2,933 | +25.7% | 0.09% | +3.6% |
| Q3 2021 | $120,000 | – | 2,333 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADAMSBROWN WEALTH CONSULTANTS LLC | 189,719 | $8,526,000 | 6.71% |
| Sunflower Bank, N.A. | 379,815 | $17,069,000 | 3.37% |
| Financial Insights, Inc. | 66,451 | $2,986,000 | 3.03% |
| OneDigital Investment Advisors LLC | 1,379,952 | $62,015,000 | 2.66% |
| Windsor Capital Management, LLC | 155,747 | $6,999,000 | 2.49% |
| Peterson Wealth Advisors, LLC | 162,675 | $7,311,000 | 2.41% |
| FSM Wealth Advisors, LLC | 45,164 | $2,091,000 | 2.07% |
| CGN Advisors LLC | 128,881 | $5,792,000 | 1.63% |
| Financial Management Professionals, Inc. | 136,311 | $6,126,000 | 1.49% |
| Running Point Capital Advisors, LLC | 21,298 | $957,000 | 0.62% |