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 | $952,524 | -11.9% | 27,498 | -9.3% | 0.01% | -8.3% |
| Q2 2023 | $1,081,664 | +1.9% | 30,316 | -2.7% | 0.01% | -7.7% |
| Q1 2023 | $1,060,978 | -12.3% | 31,150 | -14.7% | 0.01% | -18.8% |
| Q4 2022 | $1,209,877 | -5.2% | 36,508 | -14.8% | 0.02% | -20.0% |
| Q3 2022 | $1,276,000 | -5.2% | 42,850 | +2.2% | 0.02% | 0.0% |
| Q2 2022 | $1,346,000 | -8.3% | 41,930 | +5.5% | 0.02% | 0.0% |
| Q1 2022 | $1,468,000 | – | 39,760 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 317,790 | $10,204,000 | 4.18% |
| Integrity Advisory, LLC | 93,847 | $3,013,000 | 2.95% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,006,445 | $32,317,000 | 2.48% |
| Jaffetilchin Investment Partners, LLC | 503,446 | $16,166,000 | 1.91% |
| RWA WEALTH PARTNERS, LLC | 686,794 | $22,053,000 | 1.49% |
| Brinker Capital Investments, LLC | 1,713,043 | $55,006,000 | 1.04% |
| Capital Analysts, LLC | 447,861 | $14,381,000 | 1.00% |
| TCG Advisory Services, LLC | 84,178 | $2,703,000 | 0.84% |
| Sigma Planning Corp | 436,004 | $14,000,000 | 0.49% |
| Strategic Asset Management, LLC | 7,998 | $257,000 | 0.41% |