J P MORGAN EXCHANGE-TRADED F's ticker is JAGG and the CUSIP is 46641Q241. A total of 2 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,387 | -39.1% | 53,973 | -36.5% | 0.01% | -43.8% |
| Q2 2023 | $3,922 | -5.3% | 84,932 | -3.7% | 0.02% | -15.8% |
| Q1 2023 | $4,141 | -7.4% | 88,195 | -9.7% | 0.02% | -13.6% |
| Q4 2022 | $4,472 | -99.9% | 97,657 | -3.7% | 0.02% | -18.5% |
| Q3 2022 | $4,614,000 | +15.5% | 101,397 | +21.7% | 0.03% | +12.5% |
| Q2 2022 | $3,995,000 | -21.2% | 83,290 | -17.0% | 0.02% | -20.0% |
| Q1 2022 | $5,069,000 | -13.5% | 100,354 | -7.6% | 0.03% | -16.7% |
| Q4 2021 | $5,859,000 | -0.7% | 108,633 | -0.1% | 0.04% | -12.2% |
| Q3 2021 | $5,903,000 | -1.2% | 108,769 | -0.8% | 0.04% | -10.9% |
| Q2 2021 | $5,974,000 | – | 109,691 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Horse Wealth Management, LLC | 377,214 | $16,684,197 | 8.19% |
| Clearwater Capital Advisors, LLC | 1,062,877 | $47,011,047 | 5.76% |
| Berger Financial Group, Inc | 988,485 | $43,720,691 | 5.02% |
| LOCKERMAN FINANCIAL GROUP, INC. | 37,489 | $1,658,128 | 4.46% |
| Symmetry Partners, LLC | 1,508,568 | $66,724 | 3.62% |
| Wealth Alliance Advisory Group, LLC | 234,498 | $10,371,847 | 3.08% |
| Bensler, LLC | 252,005 | $11,146,197 | 2.14% |
| ACT Advisors, LLC. | 59,638 | $2,637,770 | 1.63% |
| CGN Advisors LLC | 242,679 | $10,733,704 | 1.44% |
| Sharkey, Howes & Javer | 160,109 | $7,081,621 | 1.36% |