J P MORGAN EXCHANGE-TRADED F's ticker is JMUB and the CUSIP is 46641Q647. A total of 97 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,212 | +24.9% | 4,594 | +29.7% | 0.00% | – |
| Q2 2023 | $177,878 | -4.0% | 3,541 | -3.3% | 0.00% | – |
| Q1 2023 | $185,325 | +3.9% | 3,660 | +2.0% | 0.00% | – |
| Q4 2022 | $178,289 | +12.1% | 3,588 | +9.1% | 0.00% | – |
| Q3 2022 | $159,000 | +28.2% | 3,289 | +32.7% | 0.00% | – |
| Q2 2022 | $124,000 | -10.1% | 2,479 | -7.4% | 0.00% | – |
| Q1 2022 | $138,000 | – | 2,678 | – | 0.00% | – |
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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% |