Roberts Wealth Advisors, LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 350 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Roberts Wealth Advisors, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$935,270
-35.8%
18,557
-35.4%
0.41%
-35.8%
Q2 2023$1,455,934
-0.7%
28,745
-0.7%
0.64%
-4.9%
Q1 2023$1,466,933
-45.1%
28,945
-45.2%
0.67%
-47.8%
Q4 2022$2,669,955
-29.9%
52,839
-30.3%
1.29%
-31.2%
Q3 2022$3,810,000
-7.6%
75,813
-6.8%
1.87%
+4.3%
Q2 2022$4,122,000
-15.9%
81,363
-16.0%
1.80%
-6.5%
Q1 2022$4,904,000
-6.7%
96,878
-5.9%
1.92%
+1.4%
Q4 2021$5,257,000
-6.9%
102,978
-6.8%
1.89%
-15.2%
Q3 2021$5,645,000110,5192.23%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q3 2023
NameSharesValueWeighting ↓
Corbenic Partners LLC 1,007,977$51,044,00011.10%
Auxano Advisors, LLC 382,697$19,380,0008.25%
CEERA INVESTMENTS, LLC 246,893$12,503,0006.23%
Bridgewater Advisors Inc. 466,897$23,644,0005.75%
TMD Wealth Management, LLC 289,608$14,666,0005.64%
John W. Brooker & Co., CPAs 143,998$7,292,0003.95%
Slow Capital, Inc. 410,352$20,780,0003.88%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,831,209$92,732,0003.31%
Kathmere Capital Management, LLC 366,308$18,550,0003.16%
WEATHERLY ASSET MANAGEMENT L. P. 523,092$26,489,0003.10%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders