J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 34 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,489,528 | +4.7% | 402,926 | +8.7% | 0.56% | +8.3% |
| Q2 2023 | $18,615,925 | +60.8% | 370,614 | +62.0% | 0.52% | +53.1% |
| Q1 2023 | $11,579,530 | +59.5% | 228,709 | +56.5% | 0.34% | +51.3% |
| Q4 2022 | $7,260,975 | +70.3% | 146,125 | +66.0% | 0.22% | +53.4% |
| Q3 2022 | $4,263,000 | +120.0% | 88,034 | +126.8% | 0.15% | +128.1% |
| Q2 2022 | $1,938,000 | +91.9% | 38,818 | +97.7% | 0.06% | +120.7% |
| Q1 2022 | $1,010,000 | +39.9% | 19,639 | +49.1% | 0.03% | +45.0% |
| Q4 2021 | $722,000 | +200.8% | 13,169 | +202.2% | 0.02% | +122.2% |
| Q3 2021 | $240,000 | +98.3% | 4,358 | +99.3% | 0.01% | +125.0% |
| Q2 2021 | $121,000 | -34.6% | 2,187 | -35.4% | 0.00% | -42.9% |
| Q1 2021 | $185,000 | +54.2% | 3,387 | +54.9% | 0.01% | +40.0% |
| Q4 2020 | $120,000 | +0.8% | 2,187 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $119,000 | +16.7% | 2,182 | +15.9% | 0.01% | 0.0% |
| Q2 2020 | $102,000 | – | 1,882 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 135,729 | $6,871,972 | 7.34% |
| AllGen Financial Advisors, Inc. | 170,031 | $8,608,654 | 6.01% |
| Helen Stephens Group, LLC | 153,200 | $7,756,525 | 4.03% |
| Wealth Alliance Advisory Group, LLC | 156,730 | $7,935,232 | 2.97% |
| Asio Capital, LLC | 218,545 | $11,064,933 | 2.87% |
| Landmark Wealth Management, LLC | 61,924 | $3,135 | 1.74% |
| Keudell/Morrison Wealth Management | 108,886 | $5,512,898 | 1.62% |
| CONDOR CAPITAL MANAGEMENT | 216,846 | $10,978,913 | 1.38% |
| Avantax Planning Partners, Inc. | 550,629 | $27,878,346 | 1.13% |
| Slow Capital, Inc. | 110,508 | $5,595,021 | 1.05% |