J P MORGAN EXCHANGE-TRADED F's ticker is JAGG and the CUSIP is 46641Q241. A total of 64 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,073,920 | +3.7% | 45,671 | +4.8% | 0.06% | +3.6% |
| Q1 2024 | $1,999,382 | +3.3% | 43,588 | +4.7% | 0.06% | -3.5% |
| Q4 2023 | $1,936,299 | +8.2% | 41,614 | +2.8% | 0.06% | -3.4% |
| Q3 2023 | $1,790,077 | -3.1% | 40,472 | +1.2% | 0.06% | -9.2% |
| Q2 2023 | $1,846,877 | -0.1% | 39,993 | +1.6% | 0.06% | -1.5% |
| Q1 2023 | $1,847,905 | +6.9% | 39,359 | +4.2% | 0.07% | 0.0% |
| Q4 2022 | $1,729,122 | -6.9% | 37,762 | -7.5% | 0.07% | -14.3% |
| Q3 2022 | $1,857,000 | -23.5% | 40,804 | -19.3% | 0.08% | -18.9% |
| Q2 2022 | $2,426,000 | +13.4% | 50,580 | +19.4% | 0.10% | +31.9% |
| Q1 2022 | $2,140,000 | -0.3% | 42,362 | +6.4% | 0.07% | +5.9% |
| Q4 2021 | $2,147,000 | -1.4% | 39,802 | -0.8% | 0.07% | -8.1% |
| Q3 2021 | $2,177,000 | +3.0% | 40,118 | +3.4% | 0.07% | +1.4% |
| Q2 2021 | $2,113,000 | – | 38,805 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Berger Financial Group, Inc | 773,964 | $42,007,000 | 7.57% |
| ARS Wealth Advisors Group, LLC | 443,711 | $24,082,000 | 4.37% |
| Intelligence Driven Advisers, LLC | 221,140 | $11,988,000 | 2.69% |
| Smart Portfolios, LLC | 46,267 | $2,511,000 | 2.00% |
| CGN Advisors LLC | 97,248 | $5,278,000 | 1.72% |
| STRATEGIC WEALTH MANAGEMENT INC | 46,267 | $2,511,000 | 1.30% |
| Integrated Wealth Concepts LLC | 733,482 | $39,810,000 | 1.30% |
| Eldridge Investment Advisors, Inc. | 65,363 | $3,548,000 | 1.26% |
| CreativeOne Wealth, LLC | 219,913 | $12,042,000 | 0.71% |
| Legacy Private Trust Co. | 144,132 | $7,823,000 | 0.63% |