J P MORGAN EXCHANGE-TRADED F's ticker is JAGG and the CUSIP is 46641Q241. A total of 65 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 354,703 | $16,380,185 | 8.05% |
| Berger Financial Group, Inc | 960,952 | $44,376,775 | 5.03% |
| Symmetry Partners, LLC | 1,516,693 | $70,041 | 3.71% |
| Clearwater Capital Advisors, LLC | 509,583 | $23,532,564 | 2.80% |
| Bensler, LLC | 221,954 | $10,249,834 | 1.95% |
| CGN Advisors LLC | 261,513 | $12,076,651 | 1.73% |
| Sharkey, Howes & Javer | 176,565 | $8,153,772 | 1.54% |
| Richard W. Paul & Associates, LLC | 53,755 | $2,482,402 | 1.08% |
| SUTTON PLACE INVESTORS LLC | 8,428 | $389,205 | 0.54% |
| Legacy Private Trust Co. | 139,115 | $6,424,330 | 0.53% |