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 | $863,017 | -12.1% | 19,005 | -11.2% | 0.01% | -13.3% |
| Q1 2024 | $981,389 | +2.2% | 21,395 | +3.7% | 0.02% | -11.8% |
| Q4 2023 | $959,914 | +4.5% | 20,630 | -0.7% | 0.02% | -5.6% |
| Q3 2023 | $918,657 | -1.3% | 20,770 | +3.1% | 0.02% | +5.9% |
| Q2 2023 | $930,527 | -3.1% | 20,150 | -1.5% | 0.02% | -5.6% |
| Q1 2023 | $960,597 | +2.5% | 20,460 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $936,863 | -0.2% | 20,460 | -0.8% | 0.02% | -5.0% |
| Q3 2022 | $939,000 | -6.7% | 20,632 | -1.6% | 0.02% | 0.0% |
| Q2 2022 | $1,006,000 | -2.7% | 20,977 | +2.4% | 0.02% | +17.6% |
| Q1 2022 | $1,034,000 | -8.2% | 20,477 | -1.9% | 0.02% | 0.0% |
| Q4 2021 | $1,126,000 | -0.4% | 20,877 | +0.2% | 0.02% | 0.0% |
| Q3 2021 | $1,131,000 | +3.8% | 20,842 | +4.1% | 0.02% | +6.2% |
| Q2 2021 | $1,090,000 | – | 20,017 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARS Wealth Advisors, LLC | 862,426 | $46,968,000 | 8.44% |
| Berger Financial Group, Inc | 761,935 | $41,495,000 | 7.50% |
| Smart Portfolios, LLC | 142,573 | $7,764,000 | 5.97% |
| TOTAL INVESTMENT MANAGEMENT INC | 584,814 | $31,849,000 | 5.50% |
| STRATEGIC WEALTH MANAGEMENT INC | 108,654 | $5,917,000 | 3.19% |
| Intelligence Driven Advisers, LLC | 210,979 | $11,490,000 | 2.23% |
| CGN Advisors LLC | 97,739 | $5,323,000 | 1.68% |
| Eldridge Investment Advisors, Inc. | 78,450 | $4,272,000 | 1.55% |
| Integrated Wealth Concepts LLC | 718,756 | $39,143,000 | 1.39% |
| CreativeOne Wealth, LLC | 305,051 | $16,613,000 | 1.03% |