J P MORGAN EXCHANGE-TRADED F's ticker is JPSE and the CUSIP is 46641Q845. A total of 41 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $531,266 | -72.2% | 12,185 | -71.1% | 0.00% | – |
| Q1 2024 | $1,907,756 | +273.3% | 42,207 | +224.5% | 0.00% | – |
| Q3 2023 | $511,045 | -58.3% | 13,007 | -56.5% | 0.00% | – |
| Q2 2023 | $1,225,073 | +49.4% | 29,909 | +45.4% | 0.00% | – |
| Q1 2023 | $820,120 | +62.8% | 20,575 | +58.2% | 0.00% | – |
| Q4 2022 | $503,891 | +109441.5% | 13,007 | 0.0% | 0.00% | – |
| Q3 2022 | $460 | -5.5% | 13,007 | 0.0% | 0.00% | – |
| Q2 2022 | $487 | -99.9% | 13,007 | 0.0% | 0.00% | – |
| Q1 2022 | $570,000 | -28.7% | 13,007 | -25.2% | 0.00% | – |
| Q4 2021 | $799,000 | -11.1% | 17,386 | -16.4% | 0.00% | – |
| Q3 2021 | $899,000 | -16.0% | 20,786 | -13.7% | 0.00% | – |
| Q2 2021 | $1,070,000 | +38.8% | 24,096 | +32.2% | 0.00% | – |
| Q1 2021 | $771,000 | +17.4% | 18,228 | 0.0% | 0.00% | – |
| Q4 2020 | $657,000 | +36.6% | 18,228 | +7.7% | 0.00% | – |
| Q3 2020 | $481,000 | – | 16,922 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 452,007 | $13,461,000 | 7.49% |
| AVALON CAPITAL MANAGEMENT | 119,479 | $3,621,000 | 4.28% |
| CreativeOne Wealth, LLC | 642,375 | $19,466,000 | 3.76% |
| GeoWealth Management, LLC | 363,178 | $11,006,000 | 2.48% |
| RVW Wealth, LLC | 106,517 | $3,228,000 | 0.77% |
| APPLETON PARTNERS INC/MA | 129,368 | $3,920,000 | 0.47% |
| Frontier Wealth Management LLC | 63,754 | $1,932,000 | 0.28% |
| PACIFIC FINANCIAL GROUP INC | 82,094 | $2,533,000 | 0.28% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 20,132 | $610,000 | 0.11% |
| MASSMUTUAL TRUST CO FSB/ADV | 39,093 | $1,185,000 | 0.08% |