J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 26 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,496,327 | -29.6% | 48,986 | -33.2% | 0.35% | -27.5% |
| Q3 2023 | $3,547,407 | -13.6% | 73,339 | -10.3% | 0.48% | -19.0% |
| Q2 2023 | $4,106,654 | +5.0% | 81,757 | +5.8% | 0.59% | -4.5% |
| Q1 2023 | $3,912,332 | +9.0% | 77,273 | +7.0% | 0.62% | -2.4% |
| Q4 2022 | $3,589,009 | +28.1% | 72,228 | +24.8% | 0.63% | -10.1% |
| Q3 2022 | $2,802,000 | +46.9% | 57,861 | +51.4% | 0.70% | +30.7% |
| Q2 2022 | $1,907,000 | +16.1% | 38,208 | +19.6% | 0.54% | +31.5% |
| Q1 2022 | $1,643,000 | -24.4% | 31,944 | -19.4% | 0.41% | -27.7% |
| Q4 2021 | $2,173,000 | +16.3% | 39,618 | +16.6% | 0.57% | -7.4% |
| Q3 2021 | $1,869,000 | +5.1% | 33,992 | +5.6% | 0.61% | +8.7% |
| Q2 2021 | $1,778,000 | +14.4% | 32,178 | +12.9% | 0.56% | +0.5% |
| Q1 2021 | $1,554,000 | +5.4% | 28,493 | +6.3% | 0.56% | -5.3% |
| Q4 2020 | $1,475,000 | – | 26,794 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 135,729 | $6,871,972 | 7.34% |
| AllGen Financial Advisors, Inc. | 170,031 | $8,608,654 | 6.01% |
| Helen Stephens Group, LLC | 153,200 | $7,756,525 | 4.03% |
| Wealth Alliance Advisory Group, LLC | 156,730 | $7,935,232 | 2.97% |
| Asio Capital, LLC | 218,545 | $11,064,933 | 2.87% |
| Landmark Wealth Management, LLC | 61,924 | $3,135 | 1.74% |
| Keudell/Morrison Wealth Management | 108,886 | $5,512,898 | 1.62% |
| CONDOR CAPITAL MANAGEMENT | 216,846 | $10,978,913 | 1.38% |
| Avantax Planning Partners, Inc. | 550,629 | $27,878,346 | 1.13% |
| Slow Capital, Inc. | 110,508 | $5,595,021 | 1.05% |