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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $12,271,667 | +14.3% | 263,737 | +8.7% | 1.70% | +17.6% |
| Q3 2023 | $10,733,704 | -11.1% | 242,679 | -7.2% | 1.44% | -16.6% |
| Q2 2023 | $12,076,651 | -7.1% | 261,513 | -5.5% | 1.73% | -15.4% |
| Q1 2023 | $12,997,702 | +109.4% | 276,841 | +104.2% | 2.05% | +87.5% |
| Q4 2022 | $6,208,363 | +13.8% | 135,583 | +13.1% | 1.09% | -20.2% |
| Q3 2022 | $5,456,000 | +8.4% | 119,905 | +14.3% | 1.37% | -3.6% |
| Q2 2022 | $5,033,000 | -9.1% | 104,925 | -4.3% | 1.42% | +2.8% |
| Q1 2022 | $5,538,000 | -6.4% | 109,633 | -0.1% | 1.38% | -10.4% |
| Q4 2021 | $5,918,000 | +12.1% | 109,732 | +12.8% | 1.54% | -10.7% |
| Q3 2021 | $5,278,000 | -0.8% | 97,248 | -0.5% | 1.72% | +2.6% |
| Q2 2021 | $5,323,000 | – | 97,739 | – | 1.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Horse Wealth Management, LLC | 377,214 | $16,684,197 | 8.19% |
| Clearwater Capital Advisors, LLC | 1,062,877 | $47,011,047 | 5.76% |
| Berger Financial Group, Inc | 988,485 | $43,720,691 | 5.02% |
| LOCKERMAN FINANCIAL GROUP, INC. | 37,489 | $1,658,128 | 4.46% |
| Symmetry Partners, LLC | 1,508,568 | $66,724 | 3.62% |
| Wealth Alliance Advisory Group, LLC | 234,498 | $10,371,847 | 3.08% |
| Bensler, LLC | 252,005 | $11,146,197 | 2.14% |
| ACT Advisors, LLC. | 59,638 | $2,637,770 | 1.63% |
| CGN Advisors LLC | 242,679 | $10,733,704 | 1.44% |
| Sharkey, Howes & Javer | 160,109 | $7,081,621 | 1.36% |