J.P. Morgan Private Wealth Advisors LLC - FIDELITY COVINGTON TRUST ownership

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FIDELITY COVINGTON TRUST's ticker is FDVV and the CUSIP is 316092840. A total of 116 filers reported holding FIDELITY COVINGTON TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of FIDELITY COVINGTON TRUST
ValueSharesWeighting
Q3 2023$10,889,953
+0.9%
282,196
+3.9%
0.03%
-44.6%
Q2 2023$10,797,374
+7.6%
271,700
+3.1%
0.06%
+166.7%
Q1 2023$10,038,726
+2.8%
263,622
+0.7%
0.02%
-4.5%
Q4 2022$9,769,019
+16.9%
261,904
+3.5%
0.02%0.0%
Q3 2022$8,357,000
-12.3%
253,084
-4.5%
0.02%
-8.3%
Q2 2022$9,526,000
-14.2%
265,126
-0.6%
0.02%0.0%
Q1 2022$11,099,000
+2.2%
266,614
-1.1%
0.02%
+4.3%
Q4 2021$10,859,000
+14.6%
269,456
+5.2%
0.02%0.0%
Q3 2021$9,475,000
+3.7%
256,093
+5.7%
0.02%
-4.2%
Q2 2021$9,133,000
+17.6%
242,311
+10.9%
0.02%
-4.0%
Q1 2021$7,764,000
+13.0%
218,456
+2.0%
0.02%
+13.6%
Q4 2020$6,873,000
+69.2%
214,125
+46.0%
0.02%
+37.5%
Q3 2020$4,063,000
+25.1%
146,625
+22.3%
0.02%
+6.7%
Q2 2020$3,247,000
+34.7%
119,911
+13.9%
0.02%
+7.1%
Q1 2020$2,411,000
+16.3%
105,242
+64.8%
0.01%
+55.6%
Q4 2019$2,073,000–63,874–0.01%–
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Other shareholders
FIDELITY COVINGTON TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Lineweaver Wealth Advisors, LLC 132,144$4,980,0001.63%
Geier Asset Management, Inc. 53,746$2,026,0001.42%
Octavia Wealth Advisors, LLC 94,182$3,550,0000.94%
Benedetti & Gucer, Inc. 15,894$599,0000.54%
Ahrens Investment Partners LLC 28,955$1,091,0000.50%
PERSONAL CFO SOLUTIONS, LLC 64,368$2,426,0000.50%
Epstein & White Financial LLC 35,898$1,350,0000.36%
VICUS CAPITAL 56,431$2,127,0000.35%
Summit X, LLC 36,033$1,360,0000.34%
Geneva Partners, LLC 19,084$719,0000.33%
View complete list of FIDELITY COVINGTON TRUST shareholders