JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 1 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,728 | -3.9% | 2,350 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $229,765 | -14.2% | 2,350 | -16.1% | 0.01% | -18.8% |
| Q1 2023 | $267,716 | -12.1% | 2,800 | -12.9% | 0.02% | -15.8% |
| Q4 2022 | $304,528 | +10.7% | 3,213 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $275,000 | -6.5% | 3,213 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $294,000 | -12.5% | 3,213 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $336,000 | -1.5% | 3,213 | 0.0% | 0.02% | +11.8% |
| Q4 2021 | $341,000 | +10.4% | 3,213 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $309,000 | -0.6% | 3,213 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $311,000 | – | 3,213 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 513,648 | $48,245,249 | 9.35% |
| Sterneck Capital Management, LLC | 74,271 | $6,976,052 | 4.66% |
| BELLEVUE ASSET MANAGEMENT, LLC | 54,281 | $5,098,477 | 3.42% |
| ST GERMAIN D J CO INC | 573,732 | $53,888,754 | 3.03% |
| Etesian Wealth Advisors, Inc. | 20,616 | $1,936,370 | 1.30% |
| RHS Financial, LLC | 13,986 | $1,313,689 | 0.92% |
| Empire Financial Management Company, LLC | 22,020 | $2,068,265 | 0.90% |
| Avant Capital LLC | 6,409 | $601,982 | 0.69% |
| Independent Wealth Network Inc. | 11,478 | $1,078,091 | 0.66% |
| Modera Wealth Management, LLC | 352,773 | $33,134,788 | 0.62% |