JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 78 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,904,110 | -13.2% | 41,566 | -9.7% | 0.00% | 0.0% |
| Q2 2023 | $4,498,808 | -72.6% | 46,013 | -73.2% | 0.00% | -76.9% |
| Q1 2023 | $16,437,689 | +6.9% | 171,920 | +6.0% | 0.01% | 0.0% |
| Q4 2022 | $15,371,281 | +9.3% | 162,179 | -1.4% | 0.01% | -7.1% |
| Q3 2022 | $14,066,000 | -4.0% | 164,512 | +2.8% | 0.01% | 0.0% |
| Q2 2022 | $14,646,000 | -11.2% | 160,053 | +1.4% | 0.01% | 0.0% |
| Q1 2022 | $16,485,000 | +6.3% | 157,798 | +7.9% | 0.01% | +7.7% |
| Q4 2021 | $15,501,000 | +26.4% | 146,180 | +14.7% | 0.01% | +8.3% |
| Q3 2021 | $12,259,000 | +2.6% | 127,497 | +3.2% | 0.01% | 0.0% |
| Q2 2021 | $11,950,000 | +8.8% | 123,525 | +2.7% | 0.01% | -7.7% |
| Q1 2021 | $10,987,000 | +7.5% | 120,330 | -1.5% | 0.01% | 0.0% |
| Q4 2020 | $10,221,000 | +14.4% | 122,183 | +1.1% | 0.01% | -7.1% |
| Q3 2020 | $8,937,000 | +7.7% | 120,851 | +1.1% | 0.01% | 0.0% |
| Q2 2020 | $8,298,000 | +14.6% | 119,585 | -3.1% | 0.01% | -12.5% |
| Q1 2020 | $7,238,000 | -29.1% | 123,428 | -3.7% | 0.02% | -15.8% |
| Q4 2019 | $10,213,000 | +4.8% | 128,207 | -0.1% | 0.02% | -5.0% |
| Q3 2019 | $9,743,000 | +0.8% | 128,329 | -0.6% | 0.02% | -4.8% |
| Q2 2019 | $9,663,000 | -2.5% | 129,102 | -4.7% | 0.02% | -8.7% |
| Q1 2019 | $9,906,000 | +410.6% | 135,417 | +352.8% | 0.02% | +360.0% |
| Q4 2018 | $1,940,000 | -34.9% | 29,908 | -25.2% | 0.01% | -28.6% |
| Q3 2018 | $2,981,000 | +4.8% | 39,996 | -0.1% | 0.01% | 0.0% |
| Q2 2018 | $2,844,000 | -18.3% | 40,031 | -19.9% | 0.01% | -30.0% |
| Q1 2018 | $3,481,000 | +111.0% | 49,956 | +113.5% | 0.01% | +100.0% |
| Q4 2017 | $1,650,000 | +76.7% | 23,400 | +68.6% | 0.01% | +66.7% |
| Q3 2017 | $934,000 | +23.5% | 13,876 | +20.0% | 0.00% | 0.0% |
| Q2 2017 | $756,000 | +12.7% | 11,568 | +8.5% | 0.00% | -40.0% |
| Q1 2017 | $671,000 | +22.7% | 10,664 | +16.1% | 0.01% | +25.0% |
| Q4 2016 | $547,000 | – | 9,187 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 530,300 | $51,303,000 | 8.38% |
| Modera Wealth Management, LLC | 1,529,439 | $147,962,000 | 7.98% |
| ST GERMAIN D J CO INC | 766,860 | $74,188,000 | 4.66% |
| Sterneck Capital Management, LLC | 70,613 | $6,924,000 | 4.28% |
| SkyView Investment Advisors, LLC | 80,606 | $7,360,000 | 3.43% |
| BELLEVUE ASSET MANAGEMENT, LLC | 50,178 | $4,854,000 | 2.96% |
| LexAurum Advisors, LLC | 92,626 | $8,961,000 | 2.65% |
| Quantitative Advantage, LLC | 100,451 | $9,718,000 | 1.68% |
| Tredje AP-fonden | 495,908 | $77,134,000 | 1.57% |
| HHM Wealth Advisors, LLC | 43,827 | $4,240,000 | 1.15% |