J P MORGAN EXCHANGE-TRADED F's ticker is JAGG and the CUSIP is 46641Q241. A total of 85 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,720,691 | -1.5% | 988,485 | +2.9% | 5.02% | -0.2% |
| Q2 2023 | $44,376,775 | -0.2% | 960,952 | +1.5% | 5.03% | -5.9% |
| Q1 2023 | $44,471,517 | +9.2% | 947,210 | +6.5% | 5.35% | -0.4% |
| Q4 2022 | $40,725,162 | -4.3% | 889,390 | -4.9% | 5.37% | -14.0% |
| Q3 2022 | $42,547,000 | -4.0% | 935,093 | +1.2% | 6.25% | -3.5% |
| Q2 2022 | $44,313,000 | -5.4% | 923,768 | -0.4% | 6.47% | +8.8% |
| Q1 2022 | $46,838,000 | +6.4% | 927,309 | +13.6% | 5.95% | +2.0% |
| Q4 2021 | $44,026,000 | +4.8% | 816,363 | +5.5% | 5.83% | -23.0% |
| Q3 2021 | $42,007,000 | +1.2% | 773,964 | +1.6% | 7.57% | +0.9% |
| Q2 2021 | $41,495,000 | – | 761,935 | – | 7.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Berger Financial Group, Inc | 927,309 | $46,838,000 | 5.95% |
| Symmetry Partners, LLC | 1,213,000 | $61,269,000 | 3.85% |
| ARS Wealth Advisors Group, LLC | 410,252 | $20,722,000 | 3.61% |
| CGN Advisors LLC | 109,633 | $5,538,000 | 1.38% |
| CreativeOne Wealth, LLC | 363,605 | $18,366,000 | 0.95% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 36,849 | $1,861,000 | 0.63% |
| GeoWealth Management, LLC | 131,218 | $6,628,000 | 0.58% |
| Legacy Private Trust Co. | 77,291 | $3,904,000 | 0.30% |
| Bouchey Financial Group Ltd | 22,581 | $1,141,000 | 0.15% |
| 55I, LLC | 111,308 | $5,622,000 | 0.13% |