J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 75 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $103,781 | +102653.5% | 3,047 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $101 | -100.0% | 3,047 | -95.5% | 0.00% | -95.7% |
| Q3 2022 | $2,035,000 | -24.1% | 68,337 | -18.1% | 0.09% | -20.7% |
| Q2 2022 | $2,680,000 | -12.6% | 83,477 | +0.6% | 0.12% | 0.0% |
| Q1 2022 | $3,067,000 | -32.0% | 82,962 | -29.3% | 0.12% | -30.5% |
| Q4 2021 | $4,508,000 | +6.2% | 117,328 | -1.8% | 0.17% | -5.1% |
| Q3 2021 | $4,245,000 | -24.4% | 119,499 | -22.9% | 0.18% | -26.1% |
| Q2 2021 | $5,613,000 | +48.1% | 155,019 | +40.4% | 0.24% | +33.7% |
| Q1 2021 | $3,791,000 | +272.8% | 110,401 | +224.0% | 0.18% | +242.3% |
| Q4 2020 | $1,017,000 | – | 34,077 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 144,492 | $5,005,216 | 4.59% |
| FIRST CITIZENS BANK & TRUST CO | 5,557,053 | $192,496,315 | 3.75% |
| First Citizens Asset Management, Inc. | 243,162 | $8,423,132 | 3.58% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,094,973 | $37,929,851 | 2.82% |
| Capital Analysts, LLC | 516,606 | $17,895 | 1.00% |
| Apeiron RIA LLC | 83,205 | $2,882,221 | 0.98% |
| Envestnet Portfolio Solutions, Inc. | 5,757,448 | $199,437,999 | 0.94% |
| Gallacher Capital Management LLC | 43,335 | $1,501,118 | 0.94% |
| Mainsail Financial Group, LLC | 29,329 | $1,009,106 | 0.92% |
| Jaffetilchin Investment Partners, LLC | 227,122 | $7,867,513 | 0.87% |