JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 59 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,371 | -25.0% | 3,336 | -21.9% | 0.00% | – |
| Q2 2023 | $417,677 | -28.2% | 4,272 | -29.7% | 0.00% | -100.0% |
| Q1 2023 | $581,465 | -2.3% | 6,081 | -3.1% | 0.00% | 0.0% |
| Q4 2022 | $594,872 | +9.2% | 6,277 | -1.6% | 0.00% | 0.0% |
| Q3 2022 | $545,000 | +6.7% | 6,380 | +14.2% | 0.00% | – |
| Q2 2022 | $511,000 | -13.1% | 5,586 | -0.7% | 0.00% | – |
| Q1 2022 | $588,000 | +14.2% | 5,627 | +15.9% | 0.00% | – |
| Q4 2021 | $515,000 | -11.5% | 4,854 | -19.8% | 0.00% | -100.0% |
| Q3 2021 | $582,000 | -1.5% | 6,054 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $591,000 | +1.4% | 6,110 | -4.2% | 0.00% | 0.0% |
| Q1 2021 | $583,000 | +10.6% | 6,381 | +1.4% | 0.00% | 0.0% |
| Q4 2020 | $527,000 | -7.2% | 6,294 | -18.0% | 0.00% | 0.0% |
| Q3 2020 | $568,000 | +15.7% | 7,678 | +8.4% | 0.00% | 0.0% |
| Q2 2020 | $491,000 | +0.2% | 7,082 | -15.3% | 0.00% | 0.0% |
| Q1 2020 | $490,000 | -18.6% | 8,363 | +10.6% | 0.00% | 0.0% |
| Q4 2019 | $602,000 | +25.7% | 7,563 | +19.8% | 0.00% | 0.0% |
| Q3 2019 | $479,000 | -5.9% | 6,314 | -7.2% | 0.00% | 0.0% |
| Q2 2019 | $509,000 | -19.1% | 6,801 | -21.0% | 0.00% | 0.0% |
| Q1 2019 | $629,000 | +3.6% | 8,604 | -8.0% | 0.00% | 0.0% |
| Q4 2018 | $607,000 | +31.1% | 9,350 | +50.6% | 0.00% | 0.0% |
| Q3 2018 | $463,000 | +14.6% | 6,208 | +9.2% | 0.00% | 0.0% |
| Q2 2018 | $404,000 | +6.3% | 5,684 | +4.3% | 0.00% | 0.0% |
| Q1 2018 | $380,000 | +80.1% | 5,452 | +82.6% | 0.00% | – |
| Q4 2017 | $211,000 | – | 2,986 | – | 0.00% | – |
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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% |