J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 48 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $47,704,835 | +0.7% | 1,167,234 | +2.6% | 2.94% | -1.5% |
| Q1 2024 | $47,351,155 | +11.0% | 1,137,702 | +2.9% | 2.98% | +6.3% |
| Q4 2023 | $42,655,336 | +12.5% | 1,105,633 | +1.0% | 2.81% | -0.3% |
| Q3 2023 | $37,929,851 | -3.0% | 1,094,973 | -0.1% | 2.82% | +2.0% |
| Q2 2023 | $39,102,482 | +5.8% | 1,095,922 | +1.0% | 2.76% | +0.3% |
| Q1 2023 | $36,948,052 | +8.0% | 1,084,793 | +5.1% | 2.75% | +5.3% |
| Q4 2022 | $34,216,151 | +11.8% | 1,032,473 | +0.5% | 2.61% | +2.4% |
| Q3 2022 | $30,597,000 | -5.3% | 1,027,445 | +2.1% | 2.55% | +3.1% |
| Q2 2022 | $32,317,000 | -15.3% | 1,006,445 | -2.4% | 2.48% | -4.4% |
| Q1 2022 | $38,141,000 | -3.3% | 1,031,662 | +0.5% | 2.59% | +2.3% |
| Q4 2021 | $39,425,000 | +12.6% | 1,026,146 | +4.1% | 2.53% | +5.9% |
| Q3 2021 | $35,003,000 | +0.5% | 985,447 | +2.4% | 2.39% | +1.4% |
| Q2 2021 | $34,842,000 | +11.1% | 962,217 | +5.3% | 2.36% | +3.4% |
| Q1 2021 | $31,374,000 | – | 913,625 | – | 2.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 248,705 | $8,615,141 | 5.18% |
| 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% |