J P MORGAN EXCHANGE-TRADED F's ticker is JAGG and the CUSIP is 46641Q241. A total of 85 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |