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 | $17,138,091 | +2.1% | 494,749 | +5.2% | 0.01% | 0.0% |
| Q2 2023 | $16,778,161 | -17.4% | 470,240 | -21.2% | 0.01% | -25.0% |
| Q1 2023 | $20,315,783 | +3.4% | 596,470 | +0.6% | 0.02% | -5.9% |
| Q4 2022 | $19,653,759 | +7.2% | 593,053 | -3.6% | 0.02% | -5.6% |
| Q3 2022 | $18,327,000 | +17.6% | 615,411 | +26.8% | 0.02% | +20.0% |
| Q2 2022 | $15,588,000 | -13.4% | 485,448 | -0.3% | 0.02% | 0.0% |
| Q1 2022 | $18,000,000 | +18.1% | 486,882 | +22.7% | 0.02% | +15.4% |
| Q4 2021 | $15,240,000 | +52.2% | 396,679 | +40.7% | 0.01% | +44.4% |
| Q3 2021 | $10,012,000 | +43.7% | 281,880 | +46.5% | 0.01% | +28.6% |
| Q2 2021 | $6,967,000 | +1772.8% | 192,393 | +1676.0% | 0.01% | – |
| Q1 2021 | $372,000 | -75.8% | 10,833 | -79.6% | 0.00% | -100.0% |
| Q4 2019 | $1,537,000 | +20.4% | 53,008 | +11.0% | 0.00% | 0.0% |
| Q3 2019 | $1,277,000 | – | 47,771 | – | 0.00% | – |
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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% |