J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 25 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,981,578 | +648.8% | 102,989 | +677.6% | 1.94% | +646.5% |
| Q2 2023 | $665,296 | +1.1% | 13,245 | +1.9% | 0.26% | -4.1% |
| Q1 2023 | $657,836 | -71.7% | 12,993 | -72.9% | 0.27% | -76.6% |
| Q3 2022 | $2,323,000 | +189.7% | 47,982 | +207.8% | 1.16% | +277.8% |
| Q1 2022 | $802,000 | -31.0% | 15,587 | -26.5% | 0.31% | -33.2% |
| Q4 2021 | $1,163,000 | -6.6% | 21,208 | -6.4% | 0.46% | -14.4% |
| Q3 2021 | $1,245,000 | +0.6% | 22,647 | +1.1% | 0.54% | +1.1% |
| Q2 2021 | $1,237,000 | -24.7% | 22,396 | -25.7% | 0.53% | -34.0% |
| Q1 2021 | $1,643,000 | +0.5% | 30,124 | +1.4% | 0.80% | -11.8% |
| Q4 2020 | $1,635,000 | – | 29,707 | – | 0.91% | – |
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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% |