J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 129 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543 | -11.6% | 11,228 | -8.3% | 0.00% | 0.0% |
| Q2 2023 | $614 | +10.2% | 12,243 | +11.1% | 0.00% | 0.0% |
| Q1 2023 | $557 | +5.3% | 11,023 | +3.6% | 0.00% | 0.0% |
| Q4 2022 | $529 | -99.8% | 10,644 | +97.7% | 0.00% | 0.0% |
| Q3 2022 | $260,000 | +19.3% | 5,383 | +23.0% | 0.00% | 0.0% |
| Q2 2022 | $218,000 | -3.1% | 4,375 | 0.0% | 0.00% | – |
| Q1 2022 | $225,000 | – | 4,375 | – | 0.00% | – |
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% |