J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 72 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 317,790 | $10,204,000 | 4.18% |
| Integrity Advisory, LLC | 93,847 | $3,013,000 | 2.95% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,006,445 | $32,317,000 | 2.48% |
| Jaffetilchin Investment Partners, LLC | 503,446 | $16,166,000 | 1.91% |
| RWA WEALTH PARTNERS, LLC | 686,794 | $22,053,000 | 1.49% |
| Brinker Capital Investments, LLC | 1,713,043 | $55,006,000 | 1.04% |
| Capital Analysts, LLC | 447,861 | $14,381,000 | 1.00% |
| TCG Advisory Services, LLC | 84,178 | $2,703,000 | 0.84% |
| Sigma Planning Corp | 436,004 | $14,000,000 | 0.49% |
| Strategic Asset Management, LLC | 7,998 | $257,000 | 0.41% |