JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 72 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73,639 | -3.9% | 784 | 0.0% | 0.00% | – |
| Q2 2023 | $76,654 | +1.7% | 784 | -0.5% | 0.00% | – |
| Q1 2023 | $75,343 | -6.8% | 788 | -7.6% | 0.00% | – |
| Q4 2022 | $80,848 | +41.8% | 853 | +28.1% | 0.00% | – |
| Q3 2022 | $57,000 | +46.2% | 666 | +55.6% | 0.00% | – |
| Q2 2022 | $39,000 | -18.8% | 428 | -7.2% | 0.00% | – |
| Q1 2022 | $48,000 | +29.7% | 461 | +29.9% | 0.00% | – |
| Q4 2021 | $37,000 | +8.8% | 355 | 0.0% | 0.00% | – |
| Q3 2021 | $34,000 | -2.9% | 355 | 0.0% | 0.00% | – |
| Q2 2021 | $35,000 | +9.4% | 355 | 0.0% | 0.00% | – |
| Q1 2021 | $32,000 | +6.7% | 355 | 0.0% | 0.00% | – |
| Q4 2020 | $30,000 | -41.2% | 355 | -48.3% | 0.00% | – |
| Q3 2020 | $51,000 | +6.2% | 687 | 0.0% | 0.00% | – |
| Q2 2020 | $48,000 | -15.8% | 687 | -29.6% | 0.00% | – |
| Q1 2020 | $57,000 | -74.2% | 976 | -64.8% | 0.00% | -100.0% |
| Q4 2019 | $221,000 | +5.2% | 2,771 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $210,000 | +79.5% | 2,771 | +77.4% | 0.00% | – |
| Q2 2019 | $117,000 | +82.8% | 1,562 | +76.9% | 0.00% | – |
| Q1 2019 | $64,000 | +1180.0% | 883 | +1161.4% | 0.00% | – |
| Q4 2018 | $5,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q3 2018 | $5,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | – | 70 | – | 0.00% | – |
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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% |