JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 1 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
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 | 679,894 | $50,679,000 | 11.20% |
| CreativeOne Wealth, LLC | 302,104 | $22,519,000 | 8.32% |
| Sterneck Capital Management, LLC | 124,880 | $9,309,000 | 6.71% |
| SVA Wealth Management, LLC | 620,177 | $46,228,000 | 4.70% |
| NOTTINGHAM ADVISORS, INC. | 379,977 | $28,661,000 | 4.36% |
| First Capital Advisors Group, LLC. | 91,756 | $6,839,000 | 4.19% |
| Quantitative Advantage, LLC | 185,300 | $13,812,000 | 3.84% |
| PLANNING ALTERNATIVES LTD /ADV | 274,268 | $20,444,000 | 3.49% |
| STRATEGIC CAPITAL ADVISERS, INC. | 58,110 | $4,332,000 | 3.08% |
| Frontier Wealth Management LLC | 326,929 | $24,369,000 | 2.33% |