J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. A total of 68 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,898 | +15.0% | 9,440 | +19.9% | 0.00% | +33.3% |
| Q2 2023 | $322,601 | +14.8% | 7,876 | +11.7% | 0.00% | 0.0% |
| Q1 2023 | $280,914 | +15.7% | 7,048 | +12.5% | 0.00% | +50.0% |
| Q4 2022 | $242,784 | +4.6% | 6,267 | +16.9% | 0.00% | 0.0% |
| Q3 2021 | $232,000 | -2.9% | 5,359 | -0.6% | 0.00% | -33.3% |
| Q2 2021 | $239,000 | -6.6% | 5,390 | -11.0% | 0.00% | 0.0% |
| Q1 2021 | $256,000 | – | 6,058 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koss-Olinger Consulting, LLC | 1,151,379 | $45,238,000 | 6.67% |
| Capital Advisors Wealth Management, LLC | 505,055 | $19,843,609 | 5.18% |
| Choice Wealth Advisors, LLC | 180,509 | $7,092,213 | 5.01% |
| LWM Advisory Services, LLC | 44,858 | $1,762,470 | 1.89% |
| Hartford Financial Management Inc. | 164,064 | $6,446,057 | 1.65% |
| Wayfinding Financial, LLC | 49,866 | $1,933 | 1.46% |
| Goldstein Advisors, LLC | 167,544 | $6,582,790 | 1.37% |
| First Pacific Financial | 72,476 | $2,847,584 | 1.27% |
| Family Capital Management, Inc. | 29,714 | $1,167,462 | 0.77% |
| KPP Advisory Services LLC | 54,217 | $2,130,186 | 0.70% |