J P MORGAN EXCHANGE-TRADED F's ticker is JPIB and the CUSIP is 46641Q852. A total of 83 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $943,911 | +3.4% | 20,750 | +5.9% | 0.55% | +6.8% |
| Q2 2023 | $913,267 | -0.5% | 19,598 | +1.1% | 0.51% | -7.9% |
| Q1 2023 | $918,175 | +3.1% | 19,387 | +0.1% | 0.56% | +1.6% |
| Q4 2022 | $890,482 | +7.2% | 19,366 | +3.6% | 0.55% | -0.7% |
| Q3 2022 | $831,000 | -13.2% | 18,689 | -12.2% | 0.55% | -10.4% |
| Q2 2022 | $957,000 | +71.5% | 21,298 | +86.6% | 0.62% | +88.1% |
| Q1 2022 | $558,000 | – | 11,412 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADAMSBROWN WEALTH CONSULTANTS LLC | 282,629 | $12,856,790 | 6.33% |
| Hyperion Partners, LLC | 143,329 | $6,520,059 | 5.63% |
| Treasure Coast Financial Planning | 108,537 | $4,937,348 | 3.43% |
| Sunflower Bank, N.A. | 267,870 | $12,185,406 | 2.94% |
| FSM Wealth Advisors, LLC | 113,036 | $5,142,014 | 2.59% |
| ForthRight Wealth Management, LLC | 121,987 | $5,549,174 | 2.39% |
| Vertex Planning Partners, LLC | 147,939 | $6,729,724 | 2.32% |
| Windsor Capital Management, LLC | 142,558 | $6,484,948 | 2.24% |
| Peterson Wealth Advisors, LLC | 130,271 | $5,926,040 | 1.59% |
| CGN Advisors LLC | 244,584 | $11,126,145 | 1.50% |