JP MORGAN EXCHANGE TRADED FD's ticker is JPHF and the CUSIP is 46641Q803.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $312,000 | -16.6% | 13,199 | -11.9% | 0.00% | -33.3% |
| Q3 2019 | $374,000 | -4.6% | 14,975 | -6.4% | 0.00% | 0.0% |
| Q2 2019 | $392,000 | -6.2% | 15,998 | -4.9% | 0.00% | 0.0% |
| Q1 2019 | $418,000 | -78.2% | 16,824 | -79.0% | 0.00% | -82.4% |
| Q4 2018 | $1,921,000 | -3.0% | 80,012 | +0.5% | 0.02% | 0.0% |
| Q3 2018 | $1,981,000 | -30.1% | 79,597 | -29.2% | 0.02% | -34.6% |
| Q2 2018 | $2,834,000 | 0.0% | 112,353 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $2,834,000 | +333.3% | 112,353 | +348.9% | 0.03% | +333.3% |
| Q4 2017 | $654,000 | +384.4% | 25,030 | +385.3% | 0.01% | +500.0% |
| Q3 2017 | $135,000 | +7.1% | 5,158 | +6.3% | 0.00% | 0.0% |
| Q2 2017 | $126,000 | -21.7% | 4,853 | -21.6% | 0.00% | -50.0% |
| Q1 2017 | $161,000 | +1912.5% | 6,190 | +1852.7% | 0.00% | – |
| Q4 2016 | $8,000 | – | 317 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Intelligence Driven Advisers, LLC | 505,337 | $12,556,000 | 6.87% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 169,679 | $4,216,000 | 3.15% |
| Alaska Wealth Advisors | 951,646 | $23,645,000 | 2.53% |
| Alaska Permanent Capital Management | 505,888 | $12,569,000 | 2.04% |
| Brinker Capital Investments, LLC | 882,721 | $21,931,000 | 0.70% |
| Accuvest Global Advisors | 42,737 | $1,062,000 | 0.57% |
| Concorde Asset Management, LLC | 20,527 | $510,000 | 0.33% |
| APPLETON PARTNERS INC/MA | 71,188 | $1,769,000 | 0.23% |
| Stonehearth Capital Management, LLC | 9,142 | $227,000 | 0.17% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 23,154 | $575,000 | 0.06% |