JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 72 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $443,427 | +6.5% | 4,721 | +10.8% | 0.00% | – |
Q2 2023 | $416,505 | +7.4% | 4,260 | +5.1% | 0.00% | – |
Q1 2023 | $387,696 | -10.0% | 4,055 | -10.7% | 0.00% | – |
Q4 2022 | $430,538 | +9.3% | 4,542 | -1.3% | 0.00% | – |
Q3 2022 | $394,000 | -6.0% | 4,604 | +0.5% | 0.00% | – |
Q2 2022 | $419,000 | -26.5% | 4,582 | -16.1% | 0.00% | – |
Q1 2022 | $570,000 | -43.0% | 5,461 | -42.1% | 0.00% | – |
Q4 2021 | $1,000,000 | -10.6% | 9,433 | -19.0% | 0.00% | -100.0% |
Q3 2021 | $1,119,000 | -5.6% | 11,641 | -5.0% | 0.00% | 0.0% |
Q2 2021 | $1,185,000 | -9.1% | 12,251 | -14.2% | 0.00% | 0.0% |
Q1 2021 | $1,304,000 | -20.3% | 14,285 | -27.0% | 0.00% | 0.0% |
Q4 2020 | $1,637,000 | +18.0% | 19,571 | +4.3% | 0.00% | 0.0% |
Q3 2020 | $1,387,000 | +6.3% | 18,759 | -0.2% | 0.00% | 0.0% |
Q2 2020 | $1,305,000 | +2.7% | 18,800 | -13.3% | 0.00% | -50.0% |
Q1 2020 | $1,271,000 | -56.9% | 21,680 | -41.5% | 0.00% | -33.3% |
Q4 2019 | $2,951,000 | +21.3% | 37,039 | +15.6% | 0.00% | 0.0% |
Q3 2019 | $2,432,000 | +4.7% | 32,034 | +3.2% | 0.00% | 0.0% |
Q2 2019 | $2,323,000 | +48.1% | 31,039 | +44.7% | 0.00% | +50.0% |
Q1 2019 | $1,569,000 | +51.7% | 21,444 | +34.5% | 0.00% | 0.0% |
Q4 2018 | $1,034,000 | +138.8% | 15,938 | +174.5% | 0.00% | +100.0% |
Q3 2018 | $433,000 | – | 5,807 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Modera Wealth Management, LLC | 1,621,332 | $135,624,000 | 10.76% |
PLANNING ALTERNATIVES LTD /ADV | 488,864 | $40,893,000 | 7.25% |
SVA Wealth Management, LLC | 747,959 | $62,567,000 | 5.45% |
ST GERMAIN D J CO INC | 810,577 | $67,805,000 | 4.84% |
Sterneck Capital Management, LLC | 72,734 | $6,084,000 | 4.56% |
SkyView Investment Advisors, LLC | 79,518 | $6,652,000 | 3.14% |
LexAurum Advisors, LLC | 86,092 | $7,202,000 | 2.58% |
BELLEVUE ASSET MANAGEMENT, LLC | 47,293 | $4,069,000 | 2.49% |
Quantitative Advantage, LLC | 81,875 | $6,849,000 | 1.45% |
CreativeOne Wealth, LLC | 201,403 | $16,847,000 | 1.40% |