J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. A total of 79 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $228,333 | -97.3% | 5,237 | -97.2% | 0.12% | -97.7% |
| Q1 2024 | $8,557,086 | +4.8% | 189,316 | +2.2% | 5.18% | +2.5% |
| Q4 2023 | $8,164,620 | +15.1% | 185,325 | +2.7% | 5.06% | +0.9% |
| Q3 2023 | $7,092,213 | -3.3% | 180,509 | +0.8% | 5.01% | +0.4% |
| Q2 2023 | $7,332,768 | +15.0% | 179,023 | +11.9% | 4.99% | +7.6% |
| Q1 2023 | $6,378,918 | +6.5% | 160,033 | +3.5% | 4.64% | +3.2% |
| Q4 2022 | $5,987,423 | +16.1% | 154,554 | +6.1% | 4.49% | +4.2% |
| Q3 2022 | $5,156,000 | – | 145,728 | – | 4.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 452,007 | $13,461,000 | 7.49% |
| AVALON CAPITAL MANAGEMENT | 119,479 | $3,621,000 | 4.28% |
| CreativeOne Wealth, LLC | 642,375 | $19,466,000 | 3.76% |
| GeoWealth Management, LLC | 363,178 | $11,006,000 | 2.48% |
| RVW Wealth, LLC | 106,517 | $3,228,000 | 0.77% |
| APPLETON PARTNERS INC/MA | 129,368 | $3,920,000 | 0.47% |
| Frontier Wealth Management LLC | 63,754 | $1,932,000 | 0.28% |
| PACIFIC FINANCIAL GROUP INC | 82,094 | $2,533,000 | 0.28% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 20,132 | $610,000 | 0.11% |
| MASSMUTUAL TRUST CO FSB/ADV | 39,093 | $1,185,000 | 0.08% |