J P MORGAN EXCHANGE TRADED F's ticker is and the CUSIP is 46654Q104. A total of 33 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 | $585,795 | -1.2% | 12,960 | +0.9% | 0.02% | +9.1% |
| Q2 2023 | $593,009 | -2.9% | 12,841 | -0.2% | 0.02% | 0.0% |
| Q1 2023 | $610,799 | +28.1% | 12,862 | +24.0% | 0.02% | +15.8% |
| Q4 2022 | $476,883 | +0.4% | 10,370 | -0.9% | 0.02% | -9.5% |
| Q3 2022 | $475,000 | -4.8% | 10,463 | +1.3% | 0.02% | 0.0% |
| Q2 2022 | $499,000 | – | 10,332 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Halpern Financial, Inc. | 196,299 | $8,872,734 | 3.06% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 410,310 | $18,546,055 | 1.60% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 118,115 | $5,339 | 1.08% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 100,783 | $4,555,402 | 0.99% |
| SAGE RHINO CAPITAL LLC | 59,288 | $2,679,824 | 0.75% |
| Bill Few Associates, Inc. | 30,161 | $1,363,314 | 0.71% |
| Stone Point Wealth LLC | 12,677 | $573,002 | 0.25% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 6,911 | $312,378 | 0.16% |
| Gradient Capital Advisors, LLC | 6,341 | $286,610 | 0.12% |
| KB FINANCIAL PARTNERS, LLC | 9,099 | $411 | 0.12% |