JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 70 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $74,000 | -7.5% | 871 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $80,000 | -38.0% | 871 | -29.2% | 0.00% | -33.3% |
| Q1 2022 | $129,000 | -1.5% | 1,231 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $131,000 | +11.0% | 1,231 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $118,000 | +0.9% | 1,231 | +1.9% | 0.00% | 0.0% |
| Q2 2021 | $117,000 | -4.1% | 1,208 | -9.3% | 0.00% | 0.0% |
| Q1 2021 | $122,000 | +9.9% | 1,332 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $111,000 | +12.1% | 1,332 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $99,000 | +7.6% | 1,332 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $92,000 | +17.9% | 1,332 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $78,000 | +20.0% | 1,332 | +63.4% | 0.00% | +50.0% |
| Q4 2019 | $65,000 | +4.8% | 815 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $62,000 | – | 815 | – | 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% |