J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 88 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,627,427 | -25.7% | 59,878 | -24.5% | 0.27% | -22.4% |
| Q2 2023 | $3,538,058 | -9.3% | 79,311 | -8.6% | 0.34% | -10.7% |
| Q1 2023 | $3,900,603 | +11.8% | 86,815 | +9.1% | 0.38% | +9.4% |
| Q4 2022 | $3,487,633 | +54.2% | 79,554 | +49.1% | 0.35% | +46.2% |
| Q3 2022 | $2,262,000 | +56.9% | 53,367 | +61.4% | 0.24% | +64.4% |
| Q2 2022 | $1,442,000 | +38.9% | 33,069 | +55.8% | 0.15% | +55.3% |
| Q1 2022 | $1,038,000 | +219.4% | 21,232 | +238.1% | 0.09% | +235.7% |
| Q4 2021 | $325,000 | -26.3% | 6,280 | -25.9% | 0.03% | -34.9% |
| Q3 2021 | $441,000 | -11.1% | 8,470 | -10.7% | 0.04% | -8.5% |
| Q2 2021 | $496,000 | +3.1% | 9,480 | +1.5% | 0.05% | -2.1% |
| Q1 2021 | $481,000 | +14.0% | 9,340 | +14.8% | 0.05% | +9.1% |
| Q4 2020 | $422,000 | – | 8,135 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 82,949 | $35,459,300 | 12.28% |
| Windsor Capital Management, LLC | 135,660 | $5,952,772 | 2.06% |
| Founders Financial Alliance, LLC | 83,382 | $3,658,823 | 1.60% |
| LOCKERMAN FINANCIAL GROUP, INC. | 8,747 | $383,802 | 1.03% |
| Vawter Financial, Ltd. | 22,256 | $976,593 | 0.88% |
| GREAT VALLEY ADVISOR GROUP, INC. | 421,169 | $18,481,279 | 0.77% |
| Wolf Group Capital Advisors | 33,710 | $1,479,202 | 0.70% |
| NICOLET ADVISORY SERVICES, LLC | 121,709 | $5,258,489 | 0.58% |
| Pinnacle Wealth Planning Services, Inc. | 80,534 | $3,533,817 | 0.58% |
| Vestmark Advisory Solutions, Inc. | 147,440 | $6,469,667 | 0.47% |