JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 98 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 677,878 | $51,465,000 | 10.43% |
| Foster Victor Wealth Advisors, LLC | 244,217 | $18,243,000 | 10.15% |
| Modera Wealth Management, LLC | 768,979 | $58,381,000 | 9.70% |
| CreativeOne Wealth, LLC | 438,085 | $33,260,000 | 6.42% |
| HHM Wealth Advisors, LLC | 139,452 | $10,587,000 | 6.02% |
| GeoWealth Management, LLC | 330,295 | $25,076,000 | 5.64% |
| SVA Wealth Management, LLC | 671,876 | $51,009,000 | 5.00% |
| Quantitative Advantage, LLC | 196,992 | $14,956,000 | 4.12% |
| Sterneck Capital Management, LLC | 56,986 | $4,326,000 | 3.95% |
| NOTTINGHAM ADVISORS, INC. | 385,068 | $29,489,000 | 3.89% |