JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 71 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $795,000 | +1.7% | 9,981 | -3.1% | 0.01% | 0.0% |
| Q3 2019 | $782,000 | -10.0% | 10,300 | -11.2% | 0.01% | -16.7% |
| Q2 2019 | $869,000 | +12.6% | 11,603 | +10.0% | 0.01% | 0.0% |
| Q1 2019 | $772,000 | +20.8% | 10,549 | +7.1% | 0.01% | 0.0% |
| Q4 2018 | $639,000 | -4.8% | 9,854 | +9.5% | 0.01% | 0.0% |
| Q3 2018 | $671,000 | -3.5% | 8,999 | -9.8% | 0.01% | 0.0% |
| Q2 2018 | $695,000 | 0.0% | 9,979 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $695,000 | +16.0% | 9,979 | +17.5% | 0.01% | 0.0% |
| Q4 2017 | $599,000 | -35.9% | 8,496 | -38.9% | 0.01% | -40.0% |
| Q3 2017 | $935,000 | -54.2% | 13,894 | -55.6% | 0.01% | -58.3% |
| Q2 2017 | $2,042,000 | +2659.5% | 31,264 | +2595.2% | 0.02% | +2300.0% |
| Q1 2017 | $74,000 | +29.8% | 1,160 | +20.8% | 0.00% | 0.0% |
| Q4 2016 | $57,000 | -55.5% | 960 | -56.1% | 0.00% | -50.0% |
| Q3 2016 | $128,000 | – | 2,185 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,598,379 | $118,200,000 | 17.53% |
| PLANNING ALTERNATIVES LTD /ADV | 473,164 | $34,990,000 | 6.57% |
| SVA Wealth Management, LLC | 721,831 | $53,379,000 | 5.29% |
| ST GERMAIN D J CO INC | 788,187 | $58,286,000 | 4.73% |
| Sterneck Capital Management, LLC | 72,702 | $5,376,000 | 4.54% |
| CreativeOne Wealth, LLC | 254,949 | $18,853,000 | 2.62% |
| LexAurum Advisors, LLC | 85,274 | $6,306,000 | 2.59% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,359 | $2,911,000 | 2.04% |
| Quantitative Advantage, LLC | 86,187 | $6,374,000 | 1.56% |
| HHM Wealth Advisors, LLC | 47,263 | $3,495,000 | 1.40% |