J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 82 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,409,922 | -42.9% | 473,727 | -41.2% | 0.02% | -43.2% |
| Q2 2023 | $28,727,615 | +11.4% | 805,146 | +6.3% | 0.04% | +2.8% |
| Q1 2023 | $25,797,255 | +5.2% | 757,406 | +2.4% | 0.04% | -2.7% |
| Q4 2022 | $24,510,510 | -5.4% | 739,603 | -15.0% | 0.04% | -17.8% |
| Q3 2022 | $25,905,000 | -6.6% | 869,880 | +0.7% | 0.04% | -6.2% |
| Q2 2022 | $27,735,000 | -13.5% | 863,760 | -0.4% | 0.05% | -5.9% |
| Q1 2022 | $32,075,000 | +3456.0% | 867,601 | +3594.9% | 0.05% | +5000.0% |
| Q4 2021 | $902,000 | +97.4% | 23,481 | +82.3% | 0.00% | 0.0% |
| Q3 2021 | $457,000 | – | 12,877 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 10,546,499 | $359,213,755 | 7.17% |
| First Citizens Asset Management, Inc. | 480,131 | $16,353,262 | 6.80% |
| Planned Solutions, Inc. | 230,248 | $7,842,247 | 4.97% |
| Lee Financial Group Hawaii, Inc. | 137,643 | $4,688,134 | 4.83% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,084,793 | $36,948,052 | 2.75% |
| Capital Analysts, LLC | 500,521 | $17,048 | 0.98% |
| Mainsail Financial Group, LLC | 28,121 | $954,724 | 0.93% |
| Gallacher Capital Management LLC | 42,304 | $1,440,880 | 0.86% |
| Jaffetilchin Investment Partners, LLC | 212,932 | $7,252,456 | 0.82% |
| Kathmere Capital Management, LLC | 146,107 | $4,976,404 | 0.82% |