J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46654Q104.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,860 | -38.3% | 2,519 | -36.9% | 0.03% | -34.7% |
| Q2 2023 | $184,397 | -31.9% | 3,993 | -30.0% | 0.05% | -34.7% |
| Q1 2023 | $270,941 | -93.9% | 5,705 | -94.1% | 0.08% | -94.2% |
| Q4 2022 | $4,425,321 | -26.2% | 96,517 | -26.9% | 1.30% | -34.5% |
| Q3 2022 | $5,997,000 | -22.3% | 132,062 | -17.3% | 1.99% | -21.1% |
| Q2 2022 | $7,715,000 | – | 159,756 | – | 2.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Halpern Financial, Inc. | 176,049 | $8,071,847 | 2.96% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 494,173 | $22,657,838 | 2.64% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 159,864 | $7,327 | 1.76% |
| IAG Wealth Partners, LLC | 96,517 | $4,425,321 | 1.30% |
| SAGE RHINO CAPITAL LLC | 58,057 | $2,661,913 | 0.85% |
| Bill Few Associates, Inc. | 17,027 | $780,688 | 0.46% |
| Stone Point Wealth LLC | 8,573 | $393,072 | 0.19% |
| KB FINANCIAL PARTNERS, LLC | 10,251 | $470 | 0.16% |
| JPMORGAN CHASE & CO | 13,242,103 | $607,150 | 0.08% |
| FLOW TRADERS U.S. LLC | 33,698 | $1,545 | 0.08% |