JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 75 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437 | -2.9% | 4,654 | +1.2% | 0.04% | +2.9% |
| Q2 2023 | $450 | -0.2% | 4,601 | -2.5% | 0.04% | -5.4% |
| Q1 2023 | $451 | +8.2% | 4,719 | +7.4% | 0.04% | +2.8% |
| Q4 2022 | $417 | -99.8% | 4,395 | +39.9% | 0.04% | +38.5% |
| Q3 2022 | $269,000 | -19.0% | 3,142 | -13.3% | 0.03% | -10.3% |
| Q2 2022 | $332,000 | -28.8% | 3,624 | -18.8% | 0.03% | -21.6% |
| Q1 2022 | $466,000 | +80.6% | 4,463 | +83.1% | 0.04% | +85.0% |
| Q4 2021 | $258,000 | +27.1% | 2,437 | +15.2% | 0.02% | +17.6% |
| Q3 2021 | $203,000 | -1.0% | 2,115 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $205,000 | – | 2,115 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,598,379 | $118,200,000 | 17.53% |
| PLANNING ALTERNATIVES LTD /ADV | 473,164 | $34,990,000 | 6.57% |
| SVA Wealth Management, LLC | 721,831 | $53,379,000 | 5.29% |
| ST GERMAIN D J CO INC | 788,187 | $58,286,000 | 4.73% |
| Sterneck Capital Management, LLC | 72,702 | $5,376,000 | 4.54% |
| CreativeOne Wealth, LLC | 254,949 | $18,853,000 | 2.62% |
| LexAurum Advisors, LLC | 85,274 | $6,306,000 | 2.59% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,359 | $2,911,000 | 2.04% |
| Quantitative Advantage, LLC | 86,187 | $6,374,000 | 1.56% |
| HHM Wealth Advisors, LLC | 47,263 | $3,495,000 | 1.40% |