JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 14 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $18,231,000 | -40.5% | 305,631 | -20.2% | 2.76% | -32.8% |
| Q4 2019 | $30,621,000 | +3.8% | 383,101 | -0.5% | 4.11% | +5.6% |
| Q3 2019 | $29,489,000 | +1.5% | 385,068 | +0.4% | 3.89% | -6.1% |
| Q2 2019 | $29,042,000 | +2.3% | 383,620 | +0.4% | 4.14% | +0.4% |
| Q1 2019 | $28,402,000 | -1.1% | 382,268 | +0.4% | 4.12% | -5.1% |
| Q4 2018 | $28,711,000 | +0.2% | 380,604 | +0.2% | 4.35% | -0.3% |
| Q3 2018 | $28,661,000 | -15.2% | 379,977 | -19.6% | 4.36% | -18.1% |
| Q2 2018 | $33,779,000 | +1.2% | 472,658 | +1.1% | 5.32% | -6.9% |
| Q1 2018 | $33,362,000 | -4.6% | 467,420 | -5.8% | 5.72% | +19.9% |
| Q4 2017 | $34,985,000 | +6.9% | 496,098 | +2.0% | 4.77% | +3.0% |
| Q3 2017 | $32,741,000 | -1.7% | 486,559 | -4.6% | 4.63% | -5.6% |
| Q2 2017 | $33,296,000 | +6.6% | 509,795 | +3.1% | 4.90% | +0.3% |
| Q1 2017 | $31,237,000 | +10.0% | 494,542 | +3.1% | 4.89% | +0.5% |
| Q4 2016 | $28,409,000 | +8.1% | 479,806 | +6.8% | 4.87% | +4.6% |
| Q3 2016 | $26,281,000 | – | 449,096 | – | 4.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 525,996 | $55,777,000 | 8.60% |
| Modera Wealth Management, LLC | 1,581,646 | $167,718,000 | 6.40% |
| First Capital Advisors Group, LLC. | 82,690 | $8,768,000 | 4.80% |
| Sterneck Capital Management, LLC | 65,177 | $6,911,000 | 4.09% |
| ST GERMAIN D J CO INC | 650,226 | $68,950,000 | 3.79% |
| LexAurum Advisors, LLC | 109,486 | $11,610,000 | 3.78% |
| BELLEVUE ASSET MANAGEMENT, LLC | 51,754 | $5,488,000 | 3.23% |
| Quantitative Advantage, LLC | 159,792 | $16,944,000 | 2.62% |
| SkyView Investment Advisors, LLC | 81,223 | $8,613,000 | 1.94% |
| HHM Wealth Advisors, LLC | 41,311 | $4,381,000 | 1.06% |