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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,363,314 | +9.8% | 30,161 | +12.1% | 0.71% | +11.1% |
Q2 2023 | $1,242,011 | +29.5% | 26,895 | +33.1% | 0.64% | +20.5% |
Q1 2023 | $959,354 | +22.9% | 20,201 | +18.6% | 0.53% | +15.6% |
Q4 2022 | $780,688 | +1.3% | 17,027 | +0.3% | 0.46% | -11.7% |
Q3 2022 | $771,000 | -3.4% | 16,982 | +2.7% | 0.52% | +2.4% |
Q2 2022 | $798,000 | – | 16,531 | – | 0.51% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Halpern Financial, Inc. | 196,299 | $8,872,734 | 3.06% |
OXFORD FINANCIAL GROUP, LTD. LLC | 410,310 | $18,546,055 | 1.60% |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 118,115 | $5,339 | 1.08% |
KAVAR CAPITAL PARTNERS GROUP, LLC | 100,783 | $4,555,402 | 0.99% |
SAGE RHINO CAPITAL LLC | 59,288 | $2,679,824 | 0.75% |
Bill Few Associates, Inc. | 30,161 | $1,363,314 | 0.71% |
Stone Point Wealth LLC | 12,677 | $573,002 | 0.25% |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 6,911 | $312,378 | 0.16% |
Gradient Capital Advisors, LLC | 6,341 | $286,610 | 0.12% |
KB FINANCIAL PARTNERS, LLC | 9,099 | $411 | 0.12% |