J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 88 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q2 2023 | $101,112 | -14.9% | 2,267 | -14.3% | 0.00% | – |
| Q1 2023 | $118,856 | -4.7% | 2,645 | -7.0% | 0.00% | – |
| Q4 2022 | $124,725 | +11.4% | 2,845 | +7.5% | 0.00% | – |
| Q3 2022 | $112,000 | -27.7% | 2,646 | -25.4% | 0.00% | – |
| Q2 2022 | $155,000 | -20.1% | 3,548 | -10.3% | 0.00% | – |
| Q1 2022 | $194,000 | -20.2% | 3,957 | -15.8% | 0.00% | – |
| Q4 2021 | $243,000 | +11.0% | 4,700 | +11.9% | 0.00% | – |
| Q3 2021 | $219,000 | -2.7% | 4,200 | -2.3% | 0.00% | – |
| Q2 2021 | $225,000 | +3.7% | 4,298 | +2.4% | 0.00% | – |
| Q1 2021 | $217,000 | +26.9% | 4,199 | +27.2% | 0.00% | – |
| Q4 2020 | $171,000 | +3.6% | 3,300 | 0.0% | 0.00% | – |
| Q3 2020 | $165,000 | +371.4% | 3,300 | +363.5% | 0.00% | – |
| Q2 2020 | $35,000 | +9.4% | 712 | 0.0% | 0.00% | – |
| Q1 2020 | $32,000 | +113.3% | 712 | +142.2% | 0.00% | – |
| Q4 2019 | $15,000 | 0.0% | 294 | -0.3% | 0.00% | – |
| Q3 2019 | $15,000 | -34.8% | 295 | -35.6% | 0.00% | – |
| Q2 2019 | $23,000 | – | 458 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 82,949 | $35,459,300 | 12.28% |
| Windsor Capital Management, LLC | 135,660 | $5,952,772 | 2.06% |
| Founders Financial Alliance, LLC | 83,382 | $3,658,823 | 1.60% |
| LOCKERMAN FINANCIAL GROUP, INC. | 8,747 | $383,802 | 1.03% |
| Vawter Financial, Ltd. | 22,256 | $976,593 | 0.88% |
| GREAT VALLEY ADVISOR GROUP, INC. | 421,169 | $18,481,279 | 0.77% |
| Wolf Group Capital Advisors | 33,710 | $1,479,202 | 0.70% |
| NICOLET ADVISORY SERVICES, LLC | 121,709 | $5,258,489 | 0.58% |
| Pinnacle Wealth Planning Services, Inc. | 80,534 | $3,533,817 | 0.58% |
| Vestmark Advisory Solutions, Inc. | 147,440 | $6,469,667 | 0.47% |