J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46654Q104. A total of 33 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $573,002 | +9.0% | 12,677 | +11.4% | 0.25% | +12.8% |
| Q2 2023 | $525,621 | +9.0% | 11,382 | +12.1% | 0.22% | +1.9% |
| Q1 2023 | $482,024 | +22.6% | 10,150 | +18.4% | 0.21% | +10.9% |
| Q4 2022 | $393,072 | +25.6% | 8,573 | +24.2% | 0.19% | +0.5% |
| Q3 2022 | $313,000 | +40.4% | 6,901 | +49.0% | 0.19% | +44.4% |
| Q2 2022 | $223,000 | – | 4,630 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Halpern Financial, Inc. | 182,908 | $8,446,691 | 2.89% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 420,391 | $19,413,674 | 1.85% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 109,298 | $5,047,382 | 1.08% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 118,209 | $5,461 | 1.07% |
| SAGE RHINO CAPITAL LLC | 63,902 | $2,950,994 | 0.82% |
| Bill Few Associates, Inc. | 26,895 | $1,242,011 | 0.64% |
| Stone Point Wealth LLC | 11,382 | $525,621 | 0.22% |
| Gradient Capital Advisors, LLC | 6,322 | $291,934 | 0.12% |
| KB FINANCIAL PARTNERS, LLC | 9,099 | $420 | 0.12% |
| Realta Investment Advisors | 4,904 | $226,467 | 0.05% |