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 | $1,168,303 | +3.1% | 33,727 | +6.2% | 0.15% | +8.8% |
| Q2 2023 | $1,132,803 | +5.3% | 31,749 | +0.5% | 0.14% | -0.7% |
| Q1 2023 | $1,075,920 | +41.5% | 31,589 | +37.7% | 0.14% | +31.4% |
| Q4 2022 | $760,197 | +2.9% | 22,939 | -7.6% | 0.10% | -7.9% |
| Q3 2022 | $739,000 | +5.0% | 24,822 | +13.2% | 0.11% | +11.8% |
| Q2 2022 | $704,000 | +49.5% | 21,927 | +72.3% | 0.10% | +70.0% |
| Q1 2022 | $471,000 | +29.0% | 12,729 | +33.9% | 0.06% | +36.4% |
| Q4 2021 | $365,000 | +11.3% | 9,507 | +2.9% | 0.04% | +2.3% |
| Q3 2021 | $328,000 | +3.8% | 9,235 | +5.9% | 0.04% | 0.0% |
| Q2 2021 | $316,000 | +5.7% | 8,718 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $299,000 | +15.0% | 8,718 | 0.0% | 0.04% | +10.3% |
| Q4 2020 | $260,000 | +19.8% | 8,718 | +1.2% | 0.04% | 0.0% |
| Q3 2020 | $217,000 | – | 8,612 | – | 0.04% | – |
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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% |