J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 87 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,374 | -3.2% | 8,960 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $320,585 | +4.8% | 8,985 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $306,029 | +2.9% | 8,985 | +0.1% | 0.01% | -8.3% |
| Q4 2022 | $297,432 | +4.4% | 8,975 | -6.3% | 0.01% | 0.0% |
| Q3 2022 | $285,000 | -7.5% | 9,575 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $308,000 | -13.2% | 9,600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $355,000 | -3.8% | 9,600 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $369,000 | +8.2% | 9,600 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $341,000 | – | 9,600 | – | 0.01% | – |
Download | ||||||
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% |