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 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $579,476 | -9.4% | 6,169 | -5.7% | 0.39% | -9.9% |
| Q2 2023 | $639,566 | +1.2% | 6,541 | -1.0% | 0.43% | +7.2% |
| Q1 2023 | $632,030 | +1.0% | 6,610 | +0.1% | 0.40% | +8.0% |
| Q4 2022 | $625,864 | +16.1% | 6,603 | +4.7% | 0.38% | +19.8% |
| Q3 2022 | $539,000 | +61.9% | 6,309 | +73.7% | 0.31% | +87.4% |
| Q2 2022 | $333,000 | -12.1% | 3,633 | -1.8% | 0.17% | -5.6% |
| Q1 2022 | $379,000 | +22.7% | 3,698 | +27.0% | 0.18% | +50.0% |
| Q4 2021 | $309,000 | +8.4% | 2,912 | -1.7% | 0.12% | -4.8% |
| Q3 2021 | $285,000 | -1.4% | 2,961 | -0.8% | 0.12% | +5.1% |
| Q2 2021 | $289,000 | -4.3% | 2,986 | -9.8% | 0.12% | -7.1% |
| Q1 2021 | $302,000 | +7.9% | 3,312 | -0.9% | 0.13% | 0.0% |
| Q4 2020 | $280,000 | -2.1% | 3,343 | -13.5% | 0.13% | -10.6% |
| Q3 2020 | $286,000 | +2.1% | 3,866 | -4.3% | 0.14% | +2.9% |
| Q2 2020 | $280,000 | +9.4% | 4,038 | -7.5% | 0.14% | -38.9% |
| Q1 2020 | $256,000 | -38.9% | 4,366 | -17.0% | 0.23% | +19.6% |
| Q4 2019 | $419,000 | +6.3% | 5,258 | +1.3% | 0.19% | +4.4% |
| Q3 2019 | $394,000 | -7.7% | 5,190 | -9.0% | 0.18% | -7.7% |
| Q2 2019 | $427,000 | -9.7% | 5,702 | -11.9% | 0.20% | -14.0% |
| Q1 2019 | $473,000 | +17.7% | 6,472 | +4.5% | 0.23% | +9.6% |
| Q4 2018 | $402,000 | -14.3% | 6,196 | -1.5% | 0.21% | -6.7% |
| Q3 2018 | $469,000 | +18.7% | 6,291 | +13.0% | 0.22% | +19.3% |
| Q2 2018 | $395,000 | +4.8% | 5,565 | +2.9% | 0.19% | +3.9% |
| Q1 2018 | $377,000 | +3.9% | 5,408 | +4.9% | 0.18% | +12.5% |
| Q4 2017 | $363,000 | +46.4% | 5,153 | +39.7% | 0.16% | +41.6% |
| Q3 2017 | $248,000 | – | 3,688 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,598,379 | $118,200,000 | 17.53% |
| PLANNING ALTERNATIVES LTD /ADV | 473,164 | $34,990,000 | 6.57% |
| SVA Wealth Management, LLC | 721,831 | $53,379,000 | 5.29% |
| ST GERMAIN D J CO INC | 788,187 | $58,286,000 | 4.73% |
| Sterneck Capital Management, LLC | 72,702 | $5,376,000 | 4.54% |
| CreativeOne Wealth, LLC | 254,949 | $18,853,000 | 2.62% |
| LexAurum Advisors, LLC | 85,274 | $6,306,000 | 2.59% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,359 | $2,911,000 | 2.04% |
| Quantitative Advantage, LLC | 86,187 | $6,374,000 | 1.56% |
| HHM Wealth Advisors, LLC | 47,263 | $3,495,000 | 1.40% |