J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 87 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 162,528 | $4,840,000 | 4.04% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,027,445 | $30,597,000 | 2.55% |
| Integrity Advisory, LLC | 84,355 | $2,512,000 | 2.33% |
| Brinker Capital Investments, LLC | 1,658,508 | $49,390,000 | 1.02% |
| Capital Analysts, LLC | 462,440 | $13,771,000 | 0.95% |
| RWA WEALTH PARTNERS, LLC | 450,102 | $13,404,000 | 0.94% |
| Kathmere Capital Management, LLC | 142,652 | $4,248,000 | 0.85% |
| TCG Advisory Services, LLC | 82,654 | $2,461,000 | 0.74% |
| Jaffetilchin Investment Partners, LLC | 186,469 | $5,553,000 | 0.71% |
| Sigma Planning Corp | 433,354 | $12,905,000 | 0.49% |