JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 70 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,134 | -4.3% | 22,718 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $2,229 | +1.3% | 22,798 | -0.9% | 0.01% | -9.1% |
| Q1 2023 | $2,201 | +0.5% | 23,016 | -0.3% | 0.01% | 0.0% |
| Q4 2022 | $2,189 | -99.9% | 23,096 | -0.8% | 0.01% | 0.0% |
| Q3 2022 | $1,991,000 | -6.7% | 23,281 | -0.2% | 0.01% | -8.3% |
| Q2 2022 | $2,135,000 | -12.4% | 23,331 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $2,437,000 | -1.0% | 23,331 | +0.5% | 0.01% | 0.0% |
| Q4 2021 | $2,461,000 | +10.3% | 23,206 | +0.0% | 0.01% | 0.0% |
| Q3 2021 | $2,231,000 | -0.9% | 23,203 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $2,251,000 | +6.3% | 23,266 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $2,117,000 | +7.1% | 23,189 | -1.9% | 0.01% | -8.3% |
| Q4 2020 | $1,977,000 | +13.1% | 23,638 | -0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,748,000 | -5.3% | 23,642 | -11.1% | 0.01% | -14.3% |
| Q2 2020 | $1,846,000 | +24.4% | 26,598 | +5.1% | 0.01% | 0.0% |
| Q1 2020 | $1,484,000 | -10.2% | 25,312 | +22.0% | 0.01% | +7.7% |
| Q4 2019 | $1,653,000 | -23.9% | 20,748 | -27.5% | 0.01% | -31.6% |
| Q3 2019 | $2,172,000 | +4.1% | 28,612 | +2.6% | 0.02% | 0.0% |
| Q2 2019 | $2,087,000 | -28.1% | 27,879 | -29.7% | 0.02% | -32.1% |
| Q1 2019 | $2,902,000 | +53.5% | 39,676 | +36.1% | 0.03% | +33.3% |
| Q4 2018 | $1,891,000 | +60.7% | 29,147 | +84.6% | 0.02% | +90.9% |
| Q3 2018 | $1,177,000 | +5.8% | 15,789 | +0.9% | 0.01% | -8.3% |
| Q2 2018 | $1,112,000 | +8.0% | 15,651 | +5.9% | 0.01% | 0.0% |
| Q1 2018 | $1,030,000 | +13.4% | 14,777 | +14.8% | 0.01% | +9.1% |
| Q4 2017 | $908,000 | +15.8% | 12,871 | +10.5% | 0.01% | 0.0% |
| Q3 2017 | $784,000 | +35.6% | 11,652 | +31.7% | 0.01% | +37.5% |
| Q2 2017 | $578,000 | +29.3% | 8,845 | +24.9% | 0.01% | 0.0% |
| Q1 2017 | $447,000 | +18.9% | 7,080 | +11.4% | 0.01% | +14.3% |
| Q4 2016 | $376,000 | +51.0% | 6,355 | +49.4% | 0.01% | +40.0% |
| Q3 2016 | $249,000 | – | 4,255 | – | 0.01% | – |
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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% |