J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 25 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,255,492 | +4383.9% | 25,956 | +4560.0% | 0.00% | – |
| Q2 2022 | $28,000 | -97.8% | 557 | -97.8% | 0.00% | – |
| Q1 2022 | $1,291,000 | -91.7% | 25,088 | -91.1% | 0.00% | -100.0% |
| Q4 2021 | $15,504,000 | -7.8% | 282,689 | -7.6% | 0.00% | 0.0% |
| Q3 2021 | $16,821,000 | -33.5% | 306,000 | -33.2% | 0.00% | -33.3% |
| Q2 2021 | $25,305,000 | +1.3% | 458,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $24,972,000 | -0.9% | 458,000 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $25,211,000 | -3.3% | 458,000 | -4.2% | 0.00% | 0.0% |
| Q3 2020 | $26,070,000 | +1.1% | 478,000 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $25,795,000 | +2.1% | 478,000 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $25,260,000 | -5.3% | 478,000 | -4.0% | 0.01% | +20.0% |
| Q4 2019 | $26,683,000 | -1.1% | 498,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $26,974,000 | +1.0% | 498,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $26,698,000 | +1.9% | 498,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $26,209,000 | +2.6% | 498,000 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $25,540,000 | – | 498,000 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 143,482 | $6,940,240 | 7.44% |
| AllGen Financial Advisors, Inc. | 177,324 | $8,577,144 | 6.10% |
| Smith & Howard Wealth Management, LLC | 314,901 | $15,231,761 | 5.34% |
| Helen Stephens Group, LLC | 167,007 | $8,078,111 | 4.18% |
| Asio Capital, LLC | 308,235 | $14,909,327 | 3.97% |
| Legacy Financial Advisors, Inc. | 251,412 | $12,160,808 | 2.43% |
| Stephens Consulting, LLC | 123,179 | $5,958,169 | 2.42% |
| Wealth Alliance Advisory Group, LLC | 155,612 | $7,526,945 | 2.23% |
| COLLECTIVE FAMILY OFFICE LLC | 102,989 | $4,981,578 | 1.94% |
| Landmark Wealth Management, LLC | 65,384 | $3,163 | 1.80% |