J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 165 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $479,510 | +1.6% | 10,496 | +0.6% | 0.24% | -4.7% |
| Q1 2024 | $471,902 | +1.8% | 10,438 | +2.2% | 0.25% | -8.3% |
| Q4 2023 | $463,534 | +9.2% | 10,210 | +5.5% | 0.28% | -2.5% |
| Q3 2023 | $424,327 | -2.0% | 9,679 | +0.3% | 0.28% | +3.3% |
| Q2 2023 | $432,975 | +0.8% | 9,649 | +2.9% | 0.27% | -11.6% |
| Q1 2023 | $429,333 | – | 9,379 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 2,254,884 | $102,507,044 | 14.70% |
| Echo Wealth Management, LLC | 355,837 | $16,176,356 | 12.19% |
| Lionsbridge Wealth Management LLC | 185,211 | $8,419,692 | 6.74% |
| Planned Solutions, Inc. | 301,768 | $13,718,396 | 6.64% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 355,097 | $16,142,706 | 6.21% |
| FMA Wealth Management, LLC | 165,415 | $7,519,753 | 6.08% |
| Wagner Wealth Management, LLC | 388,207 | $17,647,905 | 5.28% |
| Fortress Wealth Management, Inc. | 222,442 | $10,112,217 | 5.17% |
| D'Orazio & Associates, Inc. | 689,589 | $31,348,732 | 4.81% |
| Scott Capital Advisors, LLC | 340,048 | $15,448,393 | 4.56% |