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. | 179,129 | $8,506,836 | 3.06% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 479,205 | $22,757,431 | 2.55% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 124,959 | $5,935 | 1.27% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 118,847 | $5,644,044 | 1.22% |
| SAGE RHINO CAPITAL LLC | 64,796 | $3,077,162 | 0.90% |
| Bill Few Associates, Inc. | 20,201 | $959,354 | 0.53% |
| Stone Point Wealth LLC | 10,150 | $482,024 | 0.21% |
| KB FINANCIAL PARTNERS, LLC | 9,099 | $432 | 0.13% |
| Householder Group Estate & Retirement Specialist, LLC | 5,716 | $271 | 0.10% |
| Gradient Capital Advisors, LLC | 4,606 | $218,733 | 0.09% |