JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 78 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,621,332 | $135,624,000 | 10.76% |
| PLANNING ALTERNATIVES LTD /ADV | 488,864 | $40,893,000 | 7.25% |
| SVA Wealth Management, LLC | 747,959 | $62,567,000 | 5.45% |
| ST GERMAIN D J CO INC | 810,577 | $67,805,000 | 4.84% |
| Sterneck Capital Management, LLC | 72,734 | $6,084,000 | 4.56% |
| SkyView Investment Advisors, LLC | 79,518 | $6,652,000 | 3.14% |
| LexAurum Advisors, LLC | 86,092 | $7,202,000 | 2.58% |
| BELLEVUE ASSET MANAGEMENT, LLC | 47,293 | $4,069,000 | 2.49% |
| Quantitative Advantage, LLC | 81,875 | $6,849,000 | 1.45% |
| CreativeOne Wealth, LLC | 201,403 | $16,847,000 | 1.40% |