FRG Family Wealth Advisors LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 941 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
FRG Family Wealth Advisors LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q2 2024$898,440
-21.9%
17,805
-21.9%
0.17%
-23.0%
Q1 2024$1,149,905
-39.7%
22,802
-40.0%
0.23%
-41.6%
Q4 2023$1,908,338
-30.7%
37,992
-30.8%
0.39%
-37.8%
Q3 2023$2,753,979
-19.8%
54,882
-19.9%
0.62%
-17.3%
Q2 2023$3,433,838
-45.8%
68,485
-45.6%
0.75%
-48.0%
Q1 2023$6,332,269
-39.4%
125,840
-39.6%
1.45%
-41.8%
Q4 2022$10,442,831
-54.1%
208,315
-54.1%
2.49%
-55.7%
Q3 2022$22,742,000
-17.4%
453,391
-17.5%
5.62%
-11.7%
Q2 2022$27,539,000
-6.4%
549,799
-6.1%
6.36%
+11.1%
Q1 2022$29,431,000
-1.3%
585,466
-0.9%
5.73%
+2.9%
Q4 2021$29,830,000
-7.0%
590,931
-6.6%
5.57%
-11.7%
Q3 2021$32,086,000
-4.1%
632,613
-4.0%
6.30%
-0.8%
Q2 2021$33,450,000
+6.0%
659,241
+6.0%
6.35%
-1.2%
Q1 2021$31,560,000
+7.9%
621,816
+7.9%
6.43%
+0.9%
Q4 2020$29,261,000
+6.4%
576,108
+6.4%
6.37%
-4.6%
Q3 2020$27,495,000
+4.3%
541,293
+4.2%
6.68%
-3.9%
Q2 2020$26,363,000
-8.6%
519,675
-10.5%
6.96%
-20.5%
Q1 2020$28,848,000
-3.6%
580,785
-2.1%
8.76%
+20.9%
Q4 2019$29,927,000
+17.3%
593,435
+17.2%
7.24%
+9.9%
Q3 2019$25,524,000
+34.1%
506,170
+34.0%
6.58%
+31.4%
Q2 2019$19,033,000377,7155.01%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q2 2023
NameSharesValueWeighting ↓
REDW Wealth LLC 1,132,887$57,132,00031.82%
Financial Perspectives, Inc 544,854$27,476,97518.75%
3EDGE Asset Management, LP 3,028,051$152,705,00017.49%
LAU ASSOCIATES LLC 679,594$34,272,00017.06%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,437,720$72,504,00016.71%
Paragon Advisors, LLC 265,495$13,398,00014.46%
Quaker Wealth Management, LLC 463,252$23,362,00013.89%
Cardinal Strategic Wealth Guidance 259,157$13,069,00011.24%
Compass Financial Group, Inc. 227,363$11,466,00010.35%
Roof Eidam Maycock Peralta, LLC 528,711$26,663,00010.27%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders