J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 1 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,271,541 | +16.7% | 456,566 | +18.8% | 5.29% | +19.1% |
| Q2 2023 | $17,375,973 | +2.0% | 384,424 | +3.3% | 4.44% | -5.7% |
| Q1 2023 | $17,034,024 | +1.7% | 372,127 | +0.3% | 4.71% | -7.1% |
| Q4 2022 | $16,742,204 | +10.5% | 371,059 | +8.5% | 5.07% | +1.0% |
| Q3 2022 | $15,146,000 | -4.1% | 341,884 | -0.7% | 5.02% | -2.0% |
| Q2 2022 | $15,796,000 | -4.3% | 344,420 | +0.1% | 5.13% | +1.5% |
| Q1 2022 | $16,514,000 | – | 344,090 | – | 5.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 2,044,669 | $90,783,309 | 17.73% |
| TPG Financial Advisors, LLC | 379,259 | $16,839,116 | 8.70% |
| Fortress Wealth Management, Inc. | 229,792 | $10,202,749 | 6.60% |
| Family Asset Management, LLC | 195,194 | $8,666,611 | 6.39% |
| Capital Advisors Wealth Management, LLC | 456,566 | $20,271,541 | 5.29% |
| Syntegra Private Wealth Group, LLC | 726,515 | $32,257,259 | 5.07% |
| Gallacher Capital Management LLC | 162,467 | $7,213,513 | 4.50% |
| Diversified, LLC | 371,979 | $16,515,881 | 4.28% |
| Lionsbridge Wealth Management LLC | 73,574 | $3,266,686 | 3.10% |
| Paladin Advisory Group, LLC | 74,417 | $3,304,115 | 2.78% |