JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 76 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |