J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46641Q159. A total of 67 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,896,092 | +4.5% | 41,708 | +4.8% | 0.44% | 0.0% |
| Q1 2024 | $1,813,667 | -5.8% | 39,807 | -5.7% | 0.44% | -17.6% |
| Q4 2023 | $1,924,991 | +12.6% | 42,205 | +9.6% | 0.53% | +2.5% |
| Q3 2023 | $1,709,367 | +11.5% | 38,499 | +13.5% | 0.52% | +10.9% |
| Q2 2023 | $1,532,685 | +79.6% | 33,909 | +81.9% | 0.47% | +59.0% |
| Q1 2023 | $853,288 | +30.8% | 18,641 | +28.9% | 0.30% | +6.9% |
| Q4 2022 | $652,480 | +92.5% | 14,461 | +88.8% | 0.28% | +69.3% |
| Q3 2022 | $339,000 | +16.1% | 7,659 | +20.2% | 0.16% | +25.4% |
| Q2 2022 | $292,000 | -99.8% | 6,370 | +104.8% | 0.13% | +145.3% |
| Q1 2022 | $149,259,000 | – | 3,110 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 2,048,486 | $93,431,461 | 15.90% |
| Echo Wealth Management, LLC | 294,574 | $13,373,660 | 12.48% |
| TPG Financial Advisors, LLC | 381,993 | $17,342,499 | 8.83% |
| MRA Advisory Group | 220,464 | $10,055,378 | 6.63% |
| FMA Wealth Management, LLC | 153,443 | $6,998,702 | 6.38% |
| Planned Solutions, Inc. | 295,889 | $13,495,497 | 6.32% |
| Fortress Wealth Management, Inc. | 225,136 | $10,268,441 | 5.60% |
| Family Asset Management, LLC | 179,957 | $8,207,853 | 5.48% |
| Lionsbridge Wealth Management LLC | 143,481 | $6,544,168 | 5.23% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 283,034 | $12,909,181 | 5.12% |