J P MORGAN EXCHANGE-TRADED F's ticker is BBAX and the CUSIP is 46641Q688.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $26,000 | +8.3% | 905 | 0.0% | 0.00% | – |
| Q4 2020 | $24,000 | +140.0% | 905 | +95.5% | 0.00% | – |
| Q3 2020 | $10,000 | 0.0% | 463 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | -90.7% | 463 | -91.9% | 0.00% | -100.0% |
| Q1 2020 | $107,000 | -46.8% | 5,705 | -26.5% | 0.00% | 0.0% |
| Q4 2019 | $201,000 | +8.1% | 7,765 | +3.1% | 0.00% | 0.0% |
| Q3 2019 | $186,000 | -5.6% | 7,533 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $197,000 | +2362.5% | 7,495 | +2365.5% | 0.00% | – |
| Q1 2019 | $8,000 | – | 304 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTHSOURCE PARTNERS, LLC | 139,083 | $3,604,000 | 0.47% |
| JPMORGAN CHASE & CO | 53,691,307 | $1,391,143,000 | 0.26% |
| Evolution Wealth Advisors, LLC | 8,579 | $222,000 | 0.06% |
| Dorsey & Whitney Trust CO LLC | 15,859 | $411,000 | 0.06% |
| OLD SECOND NATIONAL BANK OF AURORA | 2,399 | $62,000 | 0.02% |
| BROWN BROTHERS HARRIMAN & CO | 85,857 | $2,225,000 | 0.01% |
| Plante Moran Financial Advisors, LLC | 1,031 | $27,000 | 0.01% |
| ATLAS CAPITAL ADVISORS LLC | 1,377 | $35,678,000 | 0.01% |
| LIBERTY WEALTH MANAGEMENT LLC | 299 | $8,000 | 0.01% |
| Wealth Quarterback LLC | 284 | $7,358,000 | 0.01% |