J P MORGAN EXCHANGE-TRADED
Reported by Cambridge Investment Research Advisors Inc
Reported 61,792 shares, up 7,367 (13.5%) from the prior quarter.
Reported value 27.3%; share count 13.5% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-09-30 | 827 |
| 2021-12-31 | 781 |
| 2022-03-31 | 788 |
| 2022-06-30 | 694 |
| 2022-09-30 | 2608 |
| 2022-12-31 | 3251000 |
| 2023-03-31 | 3549000 |
| 2023-06-30 | 2043000 |
| 2023-09-30 | 2138000 |
| 2023-12-31 | 2722000 |
| 2024-03-31 | 2135000 |
| 2024-06-30 | 2266000 |
| 2024-09-30 | 1292000 |
| 2024-12-31 | 1184000 |
| 2025-03-31 | 1141000 |
| 2025-06-30 | 1076000 |
| 2025-09-30 | 2052000 |
| 2025-12-31 | 2350000 |
| 2026-03-31 | 2431000 |
| 2026-06-30 | 2575000 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 42,802 | -3,565 (-7.7%) | < 0.01% | $2,575,000 | 2026-07-27 | |
| Q1 2026 | Reduced | 46,367 | -573 (-1.2%) | < 0.01% | $2,431,000 | 2026-04-30 | |
| Q4 2025 | Added | 46,940 | +5,744 (13.9%) | < 0.01% | $2,350,000 | 2026-02-05 | |
| Q3 2025 | Added | 41,196 | +17,533 (74.1%) | < 0.01% | $2,052,000 | 2025-11-12 | |
| Q2 2025 | Reduced | 23,663 | -2,509 (-9.6%) | < 0.01% | $1,076,000 | 2025-07-31 | |
| Q1 2025 | Added | 26,172 | +878 (3.5%) | < 0.01% | $1,141,000 | 2025-04-22 | |
| Q4 2024 | Reduced | 25,294 | -1,616 (-6.0%) | < 0.01% | $1,184,000 | 2025-02-14 | |
| Q3 2024 | Reduced | 26,910 | -25,059 (-48.2%) | < 0.01% | $1,292,000 | 2024-10-28 | |
| Q2 2024 | Added | 51,969 | +4,731 (10.0%) | < 0.01% | $2,266,000 | 2024-07-26 | |
| Q1 2024 | Reduced | 47,238 | -14,554 (-23.6%) | < 0.01% | $2,135,000 | 2024-04-24 | |
| Q4 2023 | Added | 61,792 | +7,367 (13.5%) | 0.01% | $2,722,000 | 2024-02-09 | |
| Q3 2023 | Added | 54,425 | +4,557 (9.1%) | < 0.01% | $2,138,000 | 2023-10-24 | |
| Q2 2023 | Reduced | 49,868 | -39,170 (-44.0%) | < 0.01% | $2,043,000 | 2023-07-13 | |
| Q1 2023 | Added | 89,038 | +5,122 (6.1%) | 0.02% | $3,549,000 | 2023-05-11 | |
| Q4 2022 | Added | 83,916 | +10,189 (13.8%) | 0.02% | $3,251,000 | 2023-02-08 | |
| Q3 2022 | Added | 73,727 | +55,170 (297.3%) | 0.01% | $2,608 | 2022-10-17 | |
| Q2 2022 | Added | 18,557 | +561 (3.1%) | < 0.01% | $694 | 2022-07-13 | |
| Q1 2022 | Added | 17,996 | +1,007 (5.9%) | < 0.01% | $788 | 2022-05-12 | |
| Q4 2021 | Reduced | 16,989 | -2,152 (-11.2%) | < 0.01% | $781 | 2022-02-03 | |
| Q3 2021 | Reduced | 19,141 | -6 (0.0%) | < 0.01% | $827 | 2021-11-02 | |
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Who else reported the position
97 managers reported J P MORGAN EXCHANGE-TRADED for Q4 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc | Added | 1,296,286 | +95,064 | 0.09% | $57,108,897 | 23 qtrs |
| Koss-Olinger Consulting LLC | Reduced | 1,120,370 | -31,009 | 4.84% | $49,359,000 | 12 qtrs |
| LPL Financial LLC | Added | 741,841 | +52,023 | 0.02% | $32,682,403 | 18 qtrs |
| ROYAL BANK OF CANADA | Added | 603,220 | +7,708 | < 0.01% | $26,576,000 | 17 qtrs |
| Capital Advisors Wealth Management LLC | Added | 544,956 | +39,901 | 5.47% | $24,008,486 | 6 qtrs |
| Bank of America Corporation | Added | 493,877 | +8,604 | < 0.01% | $21,757,763 | 29 qtrs |
| Choice Wealth Advisors LLC | Added | 185,325 | +4,816 | 5.06% | $8,164,620 | 6 qtrs |
| Gerber Kawasaki Wealth & Investment Management | Reduced | 182,836 | -34,056 | 0.48% | $8,054,971 | 5 qtrs |
| STIFEL FINANCIAL CORP | Reduced | 178,673 | -13,802 | < 0.01% | $7,871,592 | 2 qtrs |
| Goldstein Advisors LLC | Added | 175,316 | +7,772 | 1.3% | $7,723,672 | 5 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2023
- Filed
- February 09, 2024
- Filing type
- 13F-HR
- Position type
- EQT ETF
Voting authority reported
No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.