JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 73 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 1,621,332 | $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% |