J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 39 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,169,000 | +108.4% | 33,742 | +114.6% | 0.00% | – |
| Q2 2023 | $561,000 | -25.1% | 15,726 | -28.4% | 0.00% | – |
| Q1 2023 | $749,000 | +11.3% | 21,964 | +8.2% | 0.00% | – |
| Q4 2022 | $673,000 | -24.2% | 20,307 | -31.9% | 0.00% | – |
| Q3 2022 | $888,000 | -67.0% | 29,812 | -64.4% | 0.00% | -100.0% |
| Q2 2022 | $2,690,000 | -15.4% | 83,794 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $3,181,000 | +350.6% | 86,052 | +368.5% | 0.00% | – |
| Q4 2021 | $706,000 | +33.5% | 18,367 | +23.2% | 0.00% | – |
| Q3 2021 | $529,000 | +4.1% | 14,906 | +6.3% | 0.00% | – |
| Q2 2021 | $508,000 | +43.9% | 14,021 | +36.6% | 0.00% | – |
| Q1 2021 | $353,000 | +15.0% | 10,267 | -0.2% | 0.00% | – |
| Q4 2020 | $307,000 | +777.1% | 10,292 | +646.3% | 0.00% | – |
| Q3 2020 | $35,000 | +6.1% | 1,379 | 0.0% | 0.00% | – |
| Q2 2020 | $33,000 | – | 1,379 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 144,492 | $5,005,216 | 4.59% |
| FIRST CITIZENS BANK & TRUST CO | 5,557,053 | $192,496,315 | 3.75% |
| First Citizens Asset Management, Inc. | 243,162 | $8,423,132 | 3.58% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,094,973 | $37,929,851 | 2.82% |
| Capital Analysts, LLC | 516,606 | $17,895 | 1.00% |
| Apeiron RIA LLC | 83,205 | $2,882,221 | 0.98% |
| Envestnet Portfolio Solutions, Inc. | 5,757,448 | $199,437,999 | 0.94% |
| Gallacher Capital Management LLC | 43,335 | $1,501,118 | 0.94% |
| Mainsail Financial Group, LLC | 29,329 | $1,009,106 | 0.92% |
| Jaffetilchin Investment Partners, LLC | 227,122 | $7,867,513 | 0.87% |