JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 75 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,000 | -62.4% | 4,592 | -60.9% | 0.00% | – |
| Q2 2023 | $1,149,000 | +596.4% | 11,756 | +583.1% | 0.00% | – |
| Q1 2023 | $165,000 | -20.3% | 1,721 | -21.1% | 0.00% | – |
| Q4 2022 | $207,000 | -49.1% | 2,182 | -54.2% | 0.00% | – |
| Q3 2022 | $407,000 | -44.5% | 4,762 | -40.5% | 0.00% | – |
| Q2 2022 | $733,000 | -58.5% | 8,009 | -52.6% | 0.00% | – |
| Q1 2022 | $1,765,000 | -36.6% | 16,888 | -35.7% | 0.00% | -100.0% |
| Q4 2021 | $2,785,000 | +582.6% | 26,256 | +518.2% | 0.00% | – |
| Q3 2021 | $408,000 | -57.6% | 4,247 | -57.3% | 0.00% | – |
| Q2 2021 | $963,000 | -12.1% | 9,955 | -17.0% | 0.00% | – |
| Q1 2021 | $1,095,000 | +275.0% | 11,992 | +243.7% | 0.00% | – |
| Q4 2020 | $292,000 | -87.1% | 3,489 | -88.6% | 0.00% | -100.0% |
| Q3 2020 | $2,255,000 | -44.9% | 30,489 | -48.3% | 0.00% | -50.0% |
| Q2 2020 | $4,089,000 | +240.2% | 58,922 | +187.6% | 0.00% | +100.0% |
| Q1 2020 | $1,202,000 | +17071.4% | 20,491 | +17718.3% | 0.00% | – |
| Q4 2018 | $7,000 | -22.2% | 115 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | -59.1% | 115 | -63.5% | 0.00% | – |
| Q2 2018 | $22,000 | -89.9% | 315 | -89.9% | 0.00% | – |
| Q1 2018 | $218,000 | -36.1% | 3,123 | -35.4% | 0.00% | – |
| Q4 2017 | $341,000 | -5.8% | 4,832 | -10.2% | 0.00% | – |
| Q3 2017 | $362,000 | -3.7% | 5,381 | -6.6% | 0.00% | – |
| Q2 2017 | $376,000 | – | 5,763 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 525,996 | $55,777,000 | 8.60% |
| Modera Wealth Management, LLC | 1,581,646 | $167,718,000 | 6.40% |
| First Capital Advisors Group, LLC. | 82,690 | $8,768,000 | 4.80% |
| Sterneck Capital Management, LLC | 65,177 | $6,911,000 | 4.09% |
| ST GERMAIN D J CO INC | 650,226 | $68,950,000 | 3.79% |
| LexAurum Advisors, LLC | 109,486 | $11,610,000 | 3.78% |
| BELLEVUE ASSET MANAGEMENT, LLC | 51,754 | $5,488,000 | 3.23% |
| Quantitative Advantage, LLC | 159,792 | $16,944,000 | 2.62% |
| SkyView Investment Advisors, LLC | 81,223 | $8,613,000 | 1.94% |
| HHM Wealth Advisors, LLC | 41,311 | $4,381,000 | 1.06% |